Alternative Investment Sales Specialist Account Executive

Lincoln Financial Media; Long Beach (CA); Remote; USD 190,000 - 480,000; Full time

Job summary

A leading financial firm seeks an Alternative Investment Sales Specialist Account Executive responsible for developing and executing sales strategies for alternative investment solutions. The ideal candidate will leverage expertise to enhance relationships with financial advisors and drive sales growth, requiring strong problem-solving skills and relevant licenses.

Benefits

Competitive 401K and employee benefits

PTO / parental leave

Tuition assistance program

Leadership development and training opportunities

Free financial counseling and health coaching

Qualifications

• 3-5+ years experience in alternatives distribution.
• FINRA Series 7 and 63 License required.

Responsibilities

• Develop and implement a business plan for alternative investments.
• Collaborate with sales and investment teams for distribution.
• Conduct advisor meetings to achieve sales targets.

Skills

Problem-solving

Critical thinking

Communication

Education

Bachelor's degree or equivalent work experience

MBA / CFA / CAIA (preferred)

Job description

Alternate Locations : Los Angeles, CA (California); Dallas, TX (Texas); Denver, CO (Colorado); Houston, TX (Texas); Phoenix, AZ (Arizona); Portland, OR (Oregon); San Diego, CA (California); San Francisco, CA (California); Scottsdale, AZ (Arizona); Seattle, WA (Washington); US Midwest; US West Work Arrangement : Remote : Work at home employeeRelocation assistance :

is not available for this opportunity.Requisition # : 74592The Role at a GlanceThe Alternative Investment Sales Specialist Account Executive will develop, direct, implement, and maintain a business plan, to achieve sales and growth goals for alternative investments. They will partner closely with key stakeholders across field sales, investment, product management, and marketing in the distribution of alternative investment solutions to retail / HNW advisors and key centers of influence within the Western Sales Region. This individual will leverage their alternative investments expertise and experience in executing critical educational and sales initiatives, aimed at driving adoption of Lincoln's alternatives solutions among wealth management advisors.What you'll be doing Develop deep understanding of Lincoln Financial's Alternatives platform and effectively represent individual solutions, to wealth management firms, advisors and clients, in partnership with Sales team.

Provide subject matter expertise with Alternatives and collaborate with Sales team in organizing and executing fund roadshows and other field engagement routines, with prescribed follow-up activities to drive sales results. Partner with investment, product and distribution teams, along with other key stakeholders, to promote and distribute a wide range of strategies and structures for retail / HNW advisors. Support the development and rationalization of a variety of different types of Alternative Investment marketing collateral and branding initiatives (e.g., presentation decks, educational materials, thought leadership / thematic content). Stay abreast of industry trends, competitive landscape and investor preferences to support product development and positioning in various educational forums, conferences, and other events. Develops and maintains a more complex sales plan to increase sales revenue and market share within alternative investments. Increases penetration in territory of by optimizing and growing relationships in partnership with existing field wholesale team to drive sales at targeted firms. Cultivates, directs, and maintains client relationships within assigned territory's firms. Increases financial advisors' awareness and drives adoption of Lincoln's alternative investments products and services within their assigned territory. Partners with Lincoln's wholesale team to Develop, direct, and execute a sales plan to increase / gain opportunities to introduce Lincoln's private funds management and other resources to targeted advisors within their assigned territory. Develops a comprehensive understanding of existing / targeted firms / advisors including targeted market segments, how they operate, and / or value proposition(s) and is known by them. Works effectively to support growth of Lincoln's alternative investment offerings to maximize and capitalize on the opportunities to cross sell and penetrate new and existing financial advisors. Conducts firm / advisor meetings to achieve sales targets. (e.g. due diligence meetings, one-on-one meetings, sponsorship and speaking opportunities). Identifies and communicates any potential conflicts regarding Lincoln's alternative investments Adhere to LFDs Culture of Compliance. Comply with LFDs policies and procedures. What we're looking forMust-Haves 3-5+ years experience in alternatives distribution that aligns with the specific responsibilities for this position. FINRA Series 7 and 63 License

Bachelor's degree or equivalent work experience

Strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions. Effective verbal and written communication skills Ability to adapt quickly in a changing work environmentPreferred

MBA / CFA / CAIA FINRA Series 24Application DeadlineApplications for this position will be accepted through 7, 31, 2026, subject to earlier closure due to applicant volume.What's it like to work here?At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What's in it for you : Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes Leadership development and virtual training opportunities PTO / parental leave Competitive 401K and employee benefits Free financial counseling, health coaching and employee assistance program Tuition assistance program Work arrangements that work for you Effective productivity / technology tools and trainingThe pay range for this position is $190,000 - $480,000 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package.About The CompanyLincoln Financial (NYSE : LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and / or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting ActivitiesIf you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at

if you encounter a recruiter or see a job opportunity that seems suspicious.Additional InformationThis position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees.Lincoln Financial is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information. Applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY / TDD assistance, contact us by calling .This Employer Participates in E-Verify. See the E-Verify notices.Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

Create a job alert for this search