Location Brookfield Place New York - 225 Liberty Street, Suite 3501 Business - Private Wealth Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets …
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Location Brookfield Place - 181 Bay Street Technology Services Technology Services (TS) is responsible for delivering all enterprise infrastructure, applications and related end user technology services across all Brookf…
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$100k–$125k/yr
Full-time
bachelor degree
Posted 15d ago
~40 hrs/week
Responsibilities
The Regional Consultant will partner with the Regional Director to drive sales and provide service to Independent Broker Dealer partners within an assigned region. They are responsible for managing secondary markets, tracking pipeline opportunities in the CRM, and articulating sophisticated investment products to clients.
Requirements
Candidates must hold a Bachelor's degree and possess at least 2 years of experience in the financial services industry. A FINRA Series 7 and 63 or 66 license is required, with preference given to those with experience in the Independent Broker Dealer channel.
Full job description
Location
Brookfield Place New York - 225 Liberty Street, Suite 3501
Business - Private Wealth
Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that from the backbone of the global economy. Through its broad platform, 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 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 Regional Consultant (Internal Wholesaler), in partnership with a Regional Director, will be responsible for sales, support, and service of our IBD partners in their assigned region associated with Brookfield Oaktree Wealth Management Solutions. The products will include open-end alternative investment funds and traditional mutual funds. The Regional Consultant is responsible for supporting major markets and directly managing secondary markets within their Region with a client-centric, sales- driven approach to the marketplace. The Regional Consultant’s performance is measured by gross fund flows, assets under management, sales activities, client expansion and retention, and broader team contribution to the National sales effort.
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.
Ability to 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.
Qualifications & 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.
Travel:
The position is NYC based and minimal travel is required.
#LI-CL2
Salary Range: $100,000 - $125,000
Our 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.
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.
Related keywords
Regional ConsultantInternal WholesalerIndependent Broker DealerPrivate WealthAlternative Asset ManagementReal EstateInfrastructureRenewable PowerPrivate EquityCreditFINRA Series 7FINRA Series 63FINRA Series 66CAIAMBACFA
Brookfield Properties is now BGRE, reflecting the next chapter of our global real estate platform.
Across offices, logistics facilities, hotels, homes, and retail destinations, BGRE creates and operates places where people work, live, stay, shop, and connect.
This page will remain available as a historical reference.
Follow BGRE to stay updated:
LinkedIn: https://www.linkedin.com/company/bgre/
Instagram: @bgre_inc
Offices: 250 Vesey Street, New York, NY 10281, US · 181 Bay St, Toronto, Ontario M5J 2T3, CA · 350 N Orleans St, Chicago, Illinois 60654, US · 10 Carrington St, Sydney, New South Wales 2000, AU · Ala B, 11º andar, Morumbi – CEP 04794-000, São Paulo, SP, BR
Brookfield Properties is now BGRE, reflecting the next chapter of our global real estate platform.
Across offices, logistics facilities, hotels, homes, and retail destinations, BGRE creates and operates places where people work, live, stay, shop, and connect.
This page will remain available as a historical reference.
Follow BGRE to stay updated:
LinkedIn: https://www.linkedin.com/company/bgre/
Instagram: @bgre_inc
Offices: 250 Vesey Street, New York, NY 10281, US · 181 Bay St, Toronto, Ontario M5J 2T3, CA · 350 N Orleans St, Chicago, Illinois 60654, US · 10 Carrington St, Sydney, New South Wales 2000, AU · Ala B, 11º andar, Morumbi – CEP 04794-000, São Paulo, SP, BR