Regional Analyst - Private Wealth Sales & Growth

Brookfield Asset Management

14 days+

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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.
A strong desire to learn about Capital Markets, alternative investments, mutual funds, private equity, and the impact of economic factors.
Consultative, client first approach.
Strong written, verbal, and interpersonal communication skills.
A digital and data-driven approach.
Strong work ethic, high integrity, and strong values.
Motivated to achieve success, personal growth and with the firm.

Partner with internal and external partners in multiple regions across the country to help develop and prospect new relationships with advisors.
Analyze regional/product sales trends within participating broker/dealer firms and among individual financial advisors.
Manage inbound calls from financial advisors.
Conduct relationship-building sales calls via the telephone with financial advisors and other licensed professionals.
Develop and implement sales plan strategies with the primary focus of prospecting new business.
Articulate fund objectives, discuss financial markets and portfolio strategies.
Identify sales opportunities and advisor needs, cross-sell ideas and introduce new concepts.
Work with various departments/individuals within the organization to provide 'Best in Class' service to financial advisors.
Demonstrates basic finance and analytical skills supporting investment and asset management activity.
Handle daily administrative tasks to ensure maximum business efficiency (i.e., update and maintain contact management system).