Alternative Investment Hybrid Sales, Mid-Atlantic (External Wholesaler)

Location

Business - Brookfield Oaktree Wealth Solutions

Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.
 

Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.

Brookfield Culture

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.

Job Description

The Alternative Investment Hybrid Sales, Mid-Atlantic (External Wholesaler) will be responsible for the execution of all sales, service, and marketing-related activities in their region. The products will include open-end and closed-end alternative investment funds and traditional mutual funds. The position will require coverage of the major wirehouse platforms and private banks. The Hybrid is responsible for directly managing major markets within their region with a client-centric, sales-driven approach to the marketplace. The Hybrid’s performance is measured by gross fund flows, sales activity, diversification of gross fund flows and sales activity, expansion of financial advisor relationships and broader team contribution to the National sales effort. Compensation is performance-based consisting of salary and annual bonus.

The role is based in our New York office.
 

Responsibilities:

• Develop and execute a regional sales strategy consistent with National sales goals with accountability for the overall performance of the region.

• Maintain and cultivate existing financial advisor relationships and aggressively expand new financial advisor relationships across the relevant region.

• Convey deep technical knowledge of the firm’s investment strategies and fund vehicles.

• Work effectively in a collaborative team environment.
   

Qualifications & Requirements:

• Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field

• Minimum of 5 years of experience wholesaling with significant relationships in the wirehouse space with proven track record of successfully selling different types of alternative investment products, including open end funds that largely target accredited investor clients as well as private funds that target qualified purchaser clients. 

• Proven track record of success.

• Series 7 and 63

• Additional credentials preferred (CFA, CAIA).
   

Travel:

• Significant travel required.

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.