Regional Analyst, Private Wealth Sales & Growth

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

Job summary

Brookfield Asset Management LLC seeks a Regional Analyst for its US Sales team in New York. You will partner with brokers, analyze regional trends, and manage calls with financial advisors to grow relationships.

The role emphasizes a consultative, data-driven approach with strong communication, license requirements, and a focus on delivering best-in-class service. Base salary reflects market conditions in New York and includes a short-term incentive opportunity.

Qualifications

• 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.
• Consultative, client first approach.
• Strong written, verbal, and interpersonal communication skills.
• A digital and data-driven approach.
• Strong work ethic, high integrity, and desire to grow with the firm.

Responsibilities

• Partner with internal and external partners to develop and prospect advisor relationships.
• Analyze regional/product sales trends within broker/dealer firms and financial advisors.
• Manage inbound calls from financial advisors.
• Conduct relationship-building sales calls via telephone with advisors.
• Develop and implement sales plans to prospect new business.
• Articulate fund objectives and discuss markets, portfolio strategies, and cross-sell ideas.
• Collaborate with other departments to provide best-in-class service to advisors.
• Support investment and asset management activities with basic finance skills.
• Handle daily administrative tasks to maintain efficiency.

Skills

FINRA licensing (Series 7/63)

Sales experience

Communication skills

Data-driven approach

Consultative selling

Client-first mindset

Motivation and growth

Education

Bachelor’s degree or equivalent experience

Job description

Brookfield Asset Management LLC seeks a Regional Analyst for its US Sales team in New York. You will partner with brokers, analyze regional trends, and manage calls with financial advisors to grow relationships.

The role emphasizes a consultative, data-driven approach with strong communication, license requirements, and a focus on delivering best-in-class service. Base salary reflects market conditions in New York and includes a short-term incentive opportunity.