Regional Consultant (Internal Wholesaler), Independent Broker Dealer (IBD)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: New York, New York — Place New York, 225 Liberty Street, Suite 3501. NYC-based with minimal travel required.
Salary: $100,000–$125,000 per year, plus a short-term cash incentive program.
Company
is a global alternative asset manager offering investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit. Its private wealth business provides investment opportunities and insights to financial intermediaries and advisors.
What you will do
- Partner with the Regional Director to develop and execute business plans for the assigned region.
- Build and deepen relationships with independent broker-dealer partners through proactive client interactions.
- Manage major and secondary markets, territory priorities, and daily sales activities.
- Support clients with technical, product, and competitive positioning questions.
- Explain Oaktree Wealth Solutions’ alternative investment and mutual fund products.
- Manage the sales pipeline and record client activity in the CRM system.
Requirements
- Bachelor’s degree and 2+ years of financial services or internal sales experience.
- FINRA Series 7 and Series 63 or 66 licenses are required.
- Strong preference for Independent Broker Dealer channel experience.
- Strong organization, communication, interpersonal, and client relationship skills.
- Proactive, resourceful, accountable, and results-oriented approach.
- Ability to manage multiple priorities and collaborate in a team-focused environment.
Nice to have
- Experience with alternative investments.
- CAIA, MBA, or CFA designation.
Culture & Benefits
- Collaborative, entrepreneurial, and disciplined working environment.
- Challenging assignments and exposure to diverse businesses.
- Base salary supplemented by a short-term cash bonus program.
- Commitment to a safe, respectful, and inclusive workplace.
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