Regional Analyst — Private Wealth Sales

Brookfield; New York (NY); On-site; USD 75,000 - 85,000; Full time

Job summary

Brookfield's Private Wealth US Sales team in New York seeks a Regional Analyst to support growth with financial advisors nationwide. You will work with Regional Consultants to develop new relationships and analyze advisor activity, while handling inbound calls and coordinating with multiple departments to deliver excellent service.

The role emphasizes capital markets knowledge, alternative investments, and a strong client-first, data-driven approach, with a clear path to growth within the firm.

Qualifications

• Bachelor’s degree or equivalent experience.
• FINRA Series 7 and 63 licensing a plus (must acquire within firm-defined time period).
• Interest in Capital Markets, alternative investments, mutual funds, and private equity.
• Consultative, client-first approach.
• Strong written, verbal, and interpersonal communication skills.
• Digital and data-driven mindset.
• Motivated to achieve success and grow with the firm.

Responsibilities

• Partner with internal and external partners across regions to develop relationships with advisors.
• Analyze regional/product sales trends within broker/dealer firms and among financial advisors.
• Manage inbound calls from financial advisors.
• Conduct relationship-building sales calls with financial advisors and other licensed professionals.
• Develop and implement sales plan strategies focused on prospecting new business.
• Articulate fund objectives, discuss financial markets and portfolio strategies.
• Identify sales opportunities and advisor needs, cross-sell ideas.
• Collaborate with departments to provide best-in-class service to financial advisors.
• Demonstrate basic finance and analytical skills supporting investment activity.
• Handle daily administrative tasks to maintain contact management systems.

Skills

FINRA licensing

Licensing: Series 7

Licensing: Series 63

Consultative selling

Client-first approach

Written communication

Verbal communication

Interpersonal skills

Data-driven approach

Sales motivation

Education

Bachelor’s degree or equivalent experience

Job description

Brookfield's Private Wealth US Sales team in New York seeks a Regional Analyst to support growth with financial advisors nationwide. You will work with Regional Consultants to develop new relationships and analyze advisor activity, while handling inbound calls and coordinating with multiple departments to deliver excellent service.

The role emphasizes capital markets knowledge, alternative investments, and a strong client-first, data-driven approach, with a clear path to growth within the firm.