Remote Alt Investments Sales Exec (Midwest)

Lincoln Financial; Chicago (IL); On-site; USD 190,000 - 480,000; Full time

Benefits offered by this job

PTO/parental leave

Competitive 401K

Employee benefits

Tuition assistance

Financial counseling

Job summary

Lincoln Financial is seeking an Alternative Investments Sales Specialist Account Executive to develop and execute a strategic plan for the Central Midwest region, partnering with field sales, product management, and marketing to distribute alternative investments to retail/HNW advisors.

You will educate wealth management advisors about Lincoln's alternatives, organize fund roadshows, and drive adoption while staying current on industry trends.

Qualifications

• 3–5+ years experience in alternatives distribution.
• FINRA Series 7 and 63 license.
• Bachelor's degree or equivalent work experience.
• Strong problem-solving and critical thinking skills.
• Effective verbal and written communication skills.
• Ability to adapt quickly in a changing work environment.

Responsibilities

• Develop a deep understanding of Lincoln Financial’s Alternatives platform and represent solutions to wealth management firms and advisors.
• Coordinate fund roadshows and field engagement activities with follow-up to drive sales results.
• Partner with investment, product and distribution teams to promote a wide range of strategies for advisors.
• Support the development of alternative investment marketing collateral and branding initiatives.
• Stay abreast of industry trends to support product development and positioning.
• Develop and maintain a more complex sales plan to increase sales and market share.
• Cultivate and maintain client relationships within assigned territory.
• Increase advisor awareness and adoption of Lincoln's alternative investments.
• Collaborate with wholesale team to create opportunities with targeted advisors.

Skills

Alternatives distribution

Problem-solving

Written communication

Verbal communication

Adaptability

Education

Bachelor's degree or equivalent work experience

MBA/CFA/CAIA (preferred)

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 24

Job description

Lincoln Financial is seeking an Alternative Investments Sales Specialist Account Executive to develop and execute a strategic plan for the Central Midwest region, partnering with field sales, product management, and marketing to distribute alternative investments to retail/HNW advisors.

You will educate wealth management advisors about Lincoln's alternatives, organize fund roadshows, and drive adoption while staying current on industry trends.