Company

Financial Services

Manager,AlternativeInvestments

$0–0k Westlake, Texas, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Manager, Alternative Investments. Skills: Process optimization, People management, Alternative Investments. Guide and support a team. Help associates deliver results”

What You'll Achieve.

Deliver results; Grow associates' skills and confidence; Ensure accurate, timely outcomes

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving skills; Ability to think creatively; Drive solutions

What They're Looking For.

Must Have

4+ years of experience in brokerage operations, College degree or equivalent work experience, Series 7 or 99 license (or ability to obtain within 90 days of hire)

Nice to Have

2+ years of team lead or people-management experience, Interest in learning or growing expertise in Alternative Investments

What You'll Do.

Guide and support a team

Help associates deliver results

Create an environment where associates feel supported

Shape customer experience

Drive improvements through process optimization

Drive better client outcomes

How You'll Work.

Team & Collaboration

Collaborate across teams; Partner closely with client, product sponsors and internal stakeholders

Communication Scope

Clear, effective communication skills; Ability to influence others

Full Job Description

## ## Job Description: **The Role** You are a people‑focused leader ready to take the next step in management. This role is an exciting opportunity for someone who enjoys coaching, influencing outcomes, and leading others through change. You will guide and support a team of 10–15 associates, helping them deliver strong results while growing their skills and confidence. In this role, you’ll create an environment where associates feel supported, encouraged, and empowered to do their best work. You’ll coach key behaviors, foster collaboration, and help the team adapt in a fast‑moving business. You’ll also play a meaningful role in shaping customer experience and driving improvements through process optimization and technology partnerships. This position offers hands‑on leadership experience within **Alternative Investments** —one of the fastest‑growing and most in‑demand areas in the financial services industry. If you have a strong foundation in brokerage operations and want to expand your impact, build leadership capability, and learn a complex asset class that is highly valued across the market, this role offers a compelling career path. **The Expertise and Skills You Bring** * 4+ years of experience in brokerage operations * 2+ years of team lead or people‑management experience preferred * Interest in learning or growing expertise in Alternative Investments (experience is a plus) * College degree or equivalent work experience * Series 7 or 99 license (or ability to obtain within 90 days of hire) * Strong problem‑solving skills with the ability to think creatively and drive solutions * Clear, effective communication skills and the ability to influence others * Flexibility and adaptability in a changing business environment * Ability to build relationships and collaborate across teams * Desire to coach, develop, and support others in their professional growth **The Team** The Trading team supports the purchase and sale of complex Alternative Investment products, incl

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