Senior Wealth Platform Partner | Strategic Accounts Lead

Brookfield Asset Management; New York (NY); On-site; USD 200,000 - 225,000; Full time

Job summary

Brookfield Asset Management in New York seeks a Senior Account Manager, Business Development to grow a portfolio of wealth-platform partnerships and accelerate advisor adoption. You will lead strategic relationship management with wirehouses, private banks, RIAs, and other platforms, while shaping product and distribution strategy.

The role demands extensive experience in alternative investments, strong commercial instincts, executive presence, and the ability to influence cross-functional

Qualifications

• 14+ years of experience in financial services, with a focus on alternative asset management or wealth product platforms.
• Bachelor’s degree required; MBA or advanced degree preferred.
• Experience in asset management, alternatives distribution, or wealth intermediary relationship management.
• Demonstrated success managing complex strategic relationships.
• Proven ability to influence key stakeholders internally and externally.
• Excellent communication, negotiation, and presentation skills.
• FINRA Series 7 and 63 (or 66) required.

Responsibilities

• Serve as the senior relationship owner for a portfolio of key wealth platforms.
• Maintain strong execution discipline through business planning, opportunity management, go to market coordination, and proactive management of client developments.
• Develop and execute strategic account plans that deepen relationships, expand platform access, and accelerate commercial growth.
• Maintain deep fluency across our product suite and enterprise capabilities to effectively align solutions with partner goals, priorities, and growth objectives.
• Secure new platform approvals, selling agreements, and product placements across key wealth management channels.
• Act as the voice of the client internally, translating partner priorities, evaluating opportunities, and informing decision making through client insights and market trends.
• Lead launch readiness and ongoing commercial activation across assigned strategic partners, ensuring coordinated execution and strong partner engagement.
• Develop and maintain strategic intelligence on assigned partner platforms to enhance client centricity and commercial effectiveness.
• Mobilize cross functional support across product, legal, marketing, operations, and sales to execute on agreed upon partner priorities.
• Partner with external and internal sales teams to convert platform access into advisor adoption and sales growth.
• Represent the firm externally at client conferences and industry events to build brand visibility.

Skills

Relationship management

Strategic thinking

Communication

Negotiation

Education

Bachelor's degree

MBA or advanced degree

Job description

Brookfield Asset Management in New York seeks a Senior Account Manager, Business Development to grow a portfolio of wealth-platform partnerships and accelerate advisor adoption. You will lead strategic relationship management with wirehouses, private banks, RIAs, and other platforms, while shaping product and distribution strategy.

The role demands extensive experience in alternative investments, strong commercial instincts, executive presence, and the ability to influence cross-functional