Regional Analyst (US Sales - Wirehouses)

Location

Brookfield Place New York - 225 Liberty Street, Suite 4310

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 newly created entity serving the global wealth management channel, delivering the strength and expertise of Brookfield and Oaktree across private and public funds. 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 Position

The Firm is seeking a Regional Analyst to join the US Sales/Private Wealth team in its New York office, working closely with our sales team and Regional Consultants.

Responsibilities:

• Partner with internal and external partners in multiple regions across the country to help develop and prospect new relationships with advisors.
• Analyze regional/product sales trends within participating broker/dealer firms and among individual financial advisors.
• Manage inbound calls from financial advisors.
• Conduct relationship-building sales calls via the telephone with financial advisors and other licensed professionals.
• Develop and implement sales plan strategies with the primary focus of prospecting new business.
• Articulate fund objectives, discuss financial markets and portfolio strategies
• Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts.
• Work with various departments/individuals within the organization to provide 'Best in Class' service to financial advisors.
• Handle daily administrative tasks to ensure maximum business efficiency (i.e., update and maintain contact management system).

Qualifications & Requirements:

• Bachelor's degree or equivalent experience.
• FINRA Series 7 and 63 licensing a plus (must acquire within firm-defined time period).
• Curiosity about sales, prior sales experience a plus.
• A strong desire to learn about Capital Markets, alternative investments, mutual funds, private equity, and the impact of economic factors.
• Consultative, client first approach.
• Strong written, verbal, and interpersonal communication skills.
• A digital and data-driven approach.
• Strong work ethic, high integrity, and strong values.
• Motivated to achieve success, personal growth and with the firm.

Salary Range: $65,000 - $75,000

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.