Remote Alternatives Sales Specialist

Lincoln Financial Group; Chicago (IL); Remote; USD 190,000 - 480,000; Full time

Job summary

Lincoln Financial Group is seeking an experienced professional to lead alternatives distribution efforts across wealth management firms and advisors. You will collaborate with Sales to organize fund roadshows, promote a wide range of strategies, and develop marketing collateral for alternative investments.

The role emphasizes relationship building and market expansion within a defined territory. The candidate should have 3–5+ years in alternatives distribution, FINRA Series 7 and 63 licenses,

Qualifications

• 3–5+ years in alternatives distribution.
• FINRA Series 7 and 63 license required.
• 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 deep understanding of Lincoln's Alternatives platform for wealth management firms, advisors, and clients.
• Provide subject matter expertise and coordinate with Sales for fund roadshows and field engagements.
• Collaborate with investment, product and distribution teams to promote various strategies and structures.
• Support creation of marketing collateral and educational materials for alternative investments.
• Monitor industry trends and competitive landscape to inform product development and positioning.
• Develop and execute a sales plan to increase revenue and market share in assigned territory.
• Cultivate and manage relationships with targeted firms and financial advisors.

Skills

Alternatives distribution

FINRA Series 7

FINRA Series 63

Verbal and written communication

Problem solving

Adaptability

Education

Bachelor's degree or equivalent

MBA/CFA/CAIA

Finance or related field

Job description

Lincoln Financial Group is seeking an experienced professional to lead alternatives distribution efforts across wealth management firms and advisors. You will collaborate with Sales to organize fund roadshows, promote a wide range of strategies, and develop marketing collateral for alternative investments.

The role emphasizes relationship building and market expansion within a defined territory. The candidate should have 3–5+ years in alternatives distribution, FINRA Series 7 and 63 licenses,