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About the Role
Partner with a Regional Director to drive sales, support, and service for IBD partners within an assigned region, focusing on open-end alternative investment funds and traditional mutual funds. Performance is measured by gross fund flows, assets under management, sales activities, client expansion and retention, and team contribution.
Responsibilities
- Partner with Regional Director (External Wholesaler) to develop and execute on business plans.
- Cultivate and deepen relationships with IBDs through high-quality, pro-active interactions.
- Handle daily territory management tasks to ensure business efficacy and effective prioritization of resources.
- Provide exceptional client service, addressing technical, product, and competitive positioning inquiries with expertise and efficiency.
- Articulate Brookfield Oaktree Wealth Solutions' sophisticated products.
- Actively manage and progress the team’s pipeline, meticulously tracking new opportunities.
- Utilize the CRM system to log all client activity.
Requirements
- Bachelor’s degree with 2+ years of experience in the financial services industry, or as an internal sales associate.
- Alternative investment experience preferred.
- Independent Broker Dealer (IBD) channel experience is highly preferred.
- FINRA Series 7 and 63 or 66 license required.
- CAIA, MBA, CFA a plus.
- Highly proactive and resourceful self-starter, demonstrating a strong work ethic and a focus on achieving results.
- Strong organizational skills with the ability to manage multiple priorities effectively.
- Effective interpersonal skills with the ability to build and maintain effective relationships.
- Exceptional verbal and written communication skills.
- Collaborative and will thrive in a team-focused environment.
- An entrepreneurial mindset with a high level of accountability.
- Motivated to achieve success and grow with the firm.
Skills
- Sales
- Support
- Service
- Client-centric approach
- Sales-driven approach
- Territory management
- Client service
- Product articulation
- Pipeline management
- CRM utilization
- Interpersonal skills
- Organizational skills
- Communication skills
Location
- Brookfield Place New York - 225 Liberty Street, Suite 3501
Work Type
- Minimal travel required
Experience Level
- 2+ years of experience in the financial services industry, or as an internal sales associate
Education Level
- Bachelor's degree
- CAIA a plus
- MBA a plus
- CFA a plus
Salary/Compensations
- $100,000 - $125,000
Benefits
- Short-term incentive program (cash bonus)
About the Company
- Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy.
- The firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit.
- Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives.
- Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined.
- Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
Equal Opportunity
- Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
- We are proud to create a diverse environment and are proud to be an equal opportunity employer.