Lone Tree, CO30+ days ago
The Alternative Investment Specialist provides vital support to our Wealth Strategist teams and clients, through maintaining our investment offering workflows, processing investor trades, and hosting marketing events promoting new offerings to existing clients. We maintain 50+ strategic partnerships with the country's top tax firms, estate planners, attorneys, investment sponsors, insurance carriers, banks, custodians, and more for the purposes of developing new strategies, staying on top of legal changes, and providing massive value to our clients.