LocationBrookfield Place New York - 225 Liberty Street, Suite 3501Business - Brookfield Oaktree Wealth SolutionsBrookfield 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 &amp; unique solutions to market with the individual investor in mind.Brookfield CultureBrookfield 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<div>The RIA Alternative Investment Regional Director (External Wholesaler) is responsible for the execution of all sales, service, and marketing-related activities in South Central within the RIA channel. The product suite includes private funds (closed-end and open-end), evergreen offerings and traditional mutual funds. The Regional Director is responsible for directly managing major markets within their region with a client-centric, sales-driven approach to the marketplace. The role includes developing territory business plans and acting as a key point of contact for those within the RIA channel to provide insights and solutions. The Regional Director’s performance is measured by gross fund flows, sales activity, diversification of gross fund flows, expansion of RIA relationships and broader team contribution to the National sales effort.</div><div><div><div><div><div><div><div><div><div>Responsibilities:<ul><li>Develop and execute a regional sales strategy consistent with the National sales goals with accountability for the overall performance of the region.</li><li>Maintain and cultivate existing RIA relationships and aggressively expand new RIA relationships across the region.</li><li>Implement territory business plans, generate leads, and actively seek new business opportunities within the RIA channel.</li><li>Effectively manage the assigned territory, including tracking sales performance, identifying trends, and implementing strategies to improve results. </li><li>Convey deep technical knowledge of the firm’s investment strategies and fund vehicles.</li><li>Work effectively in a collaborative team environment by maintaining open communication with internal teams and external partners, providing timely updates and solutions to challenges.</li></ul>Qualifications &amp; Requirements:<ul><li>Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field.</li><li>Minimum of 10 years of experience wholesaling with significant relationships with RIAs.</li><li>Proven track record of successfully selling various alternative investment strategies across various fund wrappers</li><li>Excellent written and verbal communication skills.  Clearly and concisely explain complex concepts and articulate the rationale for decisions.</li><li>High degree of self-motivation and professionalism, with a confident, assertive style and tenacity to deliver results.</li><li>Desire to work in a team environment possessing strong interpersonal and relationship-building skills.</li><li>Effectively partner with regional consultants (internal wholesalers) – including development and oversight.</li><li>Strong ability to influence both internal and external stakeholders.</li><li>Excellent relationship building and conflict resolution skills.</li><li>Series 7 and 63 licensed.</li><li>Additional credentials preferred (CIMA, CAIA, CFA, etc.).</li></ul>Travel:<ul><li>Significant travel required</li></ul>Salary Range: $200,000 - $225,000Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.</div></div></div></div></div></div></div></div></div>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 is invested in long-life, high-quality assets and businesses around the world that form the backbone of the global economy. With over $925 billion in assets under management, and over 100 years&rsquo; 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 &ldquo;phishing&rdquo; 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.

Regional Director – RIA (South Central)

LocationBrookfield Place New York - 225 Liberty Street, Suite 3501Business - Brookfield Oaktree Wealth SolutionsBrookfield 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. &nbsp;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 &amp; unique solutions to market with the individual investor in mind.Brookfield CultureBrookfield has a unique and dynamic culture.&nbsp; We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:&nbsp; Entrepreneurial, Collaborative and Disciplined.&nbsp; Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Job Description<div>The RIA Alternative Investment Regional Director (External Wholesaler) is responsible for the execution of all sales, service, and marketing-related activities in South Central within the RIA channel. The product suite includes private funds (closed-end and open-end), evergreen offerings and traditional mutual funds. The Regional Director is responsible for directly managing major markets within their region with a client-centric, sales-driven approach to the marketplace. The role includes developing territory business plans and acting as a key point of contact for those within the RIA channel to provide insights and solutions. The Regional Director’s performance is measured by gross fund flows, sales activity, diversification of gross fund flows, expansion of RIA relationships and broader team contribution to the National sales effort.</div><div><div><div><div><div><div><div><div><div>Responsibilities:<ul><li>Develop and execute a regional sales strategy consistent with the National sales goals with accountability for the overall performance of the region.</li><li>Maintain and cultivate existing RIA relationships and aggressively expand new RIA relationships across the region.</li><li>Implement territory business plans, generate leads, and actively seek new business opportunities within the RIA channel.</li><li>Effectively manage the assigned territory, including tracking sales performance, identifying trends, and implementing strategies to improve results.&nbsp;</li><li>Convey deep technical knowledge of the firm’s investment strategies and fund vehicles.</li><li>Work effectively in a collaborative team environment by maintaining open communication with internal teams and external partners, providing timely updates and solutions to challenges.</li></ul>Qualifications &amp; Requirements:<ul><li>Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field.</li><li>Minimum of 10 years of experience wholesaling with significant relationships with RIAs.</li><li>Proven track record of successfully selling various alternative investment strategies across various fund wrappers</li><li>Excellent written and verbal communication skills.&nbsp; Clearly and concisely explain complex concepts and articulate the rationale for decisions.</li><li>High degree of self-motivation and professionalism, with a confident, assertive style and tenacity to deliver results.</li><li>Desire to work in a team environment possessing strong interpersonal and relationship-building skills.</li><li>Effectively partner with regional consultants (internal wholesalers) – including development and oversight.</li><li>Strong ability to influence both internal and external stakeholders.</li><li>Excellent relationship building and conflict resolution skills.</li><li>Series 7 and 63 licensed.</li><li>Additional credentials preferred (CIMA, CAIA, CFA, etc.).</li></ul>Travel:<ul><li>Significant travel required</li></ul>Salary Range: $200,000 - $225,000Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.</div></div></div></div></div></div></div></div></div>Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it.&nbsp; 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.

Regional Director – RIA (South Central)

About the Job

About the Company

Brookfield Global Asset Management Limited

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