Alternative Investment Regional Director (External Wholesaler) - Miami
Location
Miami - 1001 Brickell Bay Drive, 30th FloorBusiness - 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 Regional Director (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 Regional Director is responsible for directly managing major markets within their region with a client-centric, sales driven approach to the marketplace. The Regional Director’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.
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 10 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.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.Brookfield Asset Management Inc. Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brookfield Asset Management Inc. and has not been reviewed or approved by Brookfield Asset Management Inc..
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Retirement Support — The 401(k) provides a dollar-for-dollar company match on employee contributions with quick eligibility, auto-enrollment, auto-increase, and a year-end true-up. These features indicate strong employer commitment to long-term savings.
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Healthcare Strength — Medical, dental, and vision coverage start on day one with multiple plan choices, plus wellness and mental-health resources and an EAP. Coverage breadth also includes domestic partner eligibility.
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Affordable Benefits — A wellness incentive can reduce employee premiums across medical options. This points to intentional cost-management features that help keep out-of-pocket expenses in check.
Brookfield Asset Management Inc. Insights
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What We Do
Brookfield is invested in long-life, high-quality assets and businesses around the world that form the backbone of the global economy. With over $850 billion in assets under management, and over 100 years’ experience as an owner and operator, we put our own capital to work in virtually every transaction, aligning interests with our partners and investors, and bringing the strengths of our operational expertise, global reach and large-scale capital to bear in everything we do. To learn more about our global businesses spanning renewable power and transition, infrastructure, real estate, private equity and credit, please visit www.brookfield.com. Phishing and Fraudulent Websites Warning Please be aware of the misuse of the Brookfield name and brand by individuals and groups fraudulently publishing fake websites and engaging in “phishing” scams that seek personal or confidential information from potential job candidates. This includes the posting of fake Brookfield job offers on LinkedIn and other career sites. You can find more details on what to look out for and how to report potentially fraudulent activity at https://www.brookfield.com/web-fraud-and-phishing-warning.
