Alternative Investment Sales Specialist Account Executive

Lincoln Financial; Los Angeles (CA); Remote; USD 190,000 - 480,000; Full time

Job summary

A leading financial services company is seeking an Alternative Investment Sales Specialist Account Executive to drive sales and growth in alternative investments. This remote role involves collaborating with various teams to promote investment solutions to wealth management advisors. The ideal candidate will have experience in alternatives distribution and relevant licenses, along with strong communication skills. Lincoln Financial values diversity and offers competitive benefits and career growth opportunities.

Benefits

Defined career paths and leadership development

Work-life balance benefits like PTO and parental leave

Competitive 401K and benefits

Financial counseling

Health coaching

Tuition assistance

Flexible work arrangements

Modern tools

Qualifications

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

Responsibilities

• Develop and maintain a business plan for sales and growth.
• Collaborate with stakeholders to distribute alternative investment solutions.
• Support creation of marketing collateral and branding initiatives.

Skills

Problem-Solving

Communication

Adaptability

Education

Bachelor’s Degree

Job description

Join to apply for the Alternative Investment Sales Specialist Account Executive role at Lincoln Financial.

4 days ago Be among the first 25 applicants

Alternate Locations: Los Angeles, CA; Dallas, TX; Denver, CO; Houston, TX; Phoenix, AZ; Portland, OR; San Diego, CA; San Francisco, CA; Scottsdale, AZ; Seattle, WA; US Midwest; US West

Work Arrangement: Remote (work at home)

Relocation assistance: not available

Requisition #: 74592

The Role at a Glance

The Alternative Investment Sales Specialist Account Executive will develop, implement, and maintain a business plan to achieve sales and growth goals for alternative investments. They will collaborate with stakeholders across sales, investment, product management, and marketing to distribute alternative investment solutions to retail and HNW advisors within the Western Sales Region. The individual will leverage their expertise to execute educational and sales initiatives, driving adoption of Lincoln’s alternative solutions among wealth management advisors.

What You'll Be Doing

• Develop a deep understanding of Lincoln Financial’s Alternatives platform and effectively represent solutions to wealth management firms, advisors, and clients.
• Provide subject matter expertise, organize fund roadshows, and execute field engagement routines to drive sales results.
• Partner with investment, product, and distribution teams to promote strategies for retail/HNW advisors.
• Support the creation of marketing collateral and branding initiatives, including presentations, educational materials, and thought leadership content.
• Stay informed on industry trends, competitive landscape, and investor preferences to support product development and positioning.
• Develop and maintain a complex sales plan to increase revenue and market share in alternative investments.
• Enhance penetration in the territory by building relationships with existing field teams and targeted firms.
• Manage client relationships within the territory’s firms and increase awareness and adoption of Lincoln’s products.
• Work with the wholesale team to develop and execute sales plans to introduce Lincoln’s resources to targeted advisors.
• Understand target firms and advisors, including market segments and value propositions.
• Support growth by cross-selling and penetrating new and existing financial advisors.
• Conduct firm and advisor meetings to meet sales targets, including due diligence and sponsorship opportunities.
• Identify and communicate potential conflicts regarding Lincoln's investments.
• Adhere to Lincoln’s culture of compliance and policies.

What We’re Looking For

Must-Haves

• 3-5+ years experience in alternatives distribution related to this role.
• FINRA Series 7 and 63 licenses.
• Bachelor’s degree or equivalent experience.
• Strong problem-solving, communication, and adaptability skills.

Preferred

• MBA, CFA, or CAIA certifications.
• FINRA Series 24 license.

Application Deadline

Applications accepted through July 31, 2026, subject to earlier closure.

What’s it like to work here?

At Lincoln Financial, we value meaningful contributions, diversity, and inclusion. We offer career growth, training, competitive benefits, and a supportive environment where employees can thrive.

What’s in it for you?

• Defined career paths and leadership development.
• Work-life balance benefits like PTO and parental leave.
• Competitive 401K and benefits.
• Financial counseling, health coaching, tuition assistance.
• Flexible work arrangements and modern tools.

The pay range is $190,000 - $480,000, with actual pay based on experience, location, and qualifications. Compensation may include incentives and other rewards.

About The Company

Lincoln Financial helps people plan for a secure future with products like annuities, life insurance, and retirement services. With over 120 years of experience, we serve millions of customers and are committed to diversity and inclusion.

Important Notices

We do not ask for sensitive info via email and do not conduct interviews over free email accounts. Beware of scams. Lincoln is an Equal Opportunity Employer. For assistance, contact us at 260-455-2558.