SVP, National Accounts Manager

Socket.dev; New York (NY); On-site; USD 200,000 - 225,000; Full time

Job summary

Brookfield is seeking a Senior Account Manager, Business Development, to grow a portfolio of wealth-platform relationships including wirehouses, private banks, and RIAs.

You will deepen partnerships, expand access, and accelerate advisor adoption while driving long-term revenue in Brookfield’s Private Wealth business. Travel is significant and a strategic advisor to internal teams.

Qualifications

• Experience in financial services, with alt asset management or wealth platforms.
• Bachelor’s degree required; MBA or advanced degree preferred.
• Experience in asset management, alternatives distribution, or wealth intermediary relationships.
• Demonstrated success managing complex strategic relationships.
• Proven ability to influence key stakeholders internally and externally.
• Organized with strong commercial judgment and execution.
• 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 wealth platforms.
• Maintain execution discipline through planning, opportunity mgmt, go-to-market coordination, and client developments.
• Develop and execute strategic account plans to deepen relationships and drive growth.
• Maintain fluency across product suite to align solutions with partner goals.
• Secure new platform approvals, selling agreements, and product placements.
• Act as voice of the client to inform internal decision making with market insights.
• Lead launch readiness and ongoing commercial activation with partners.
• Develop strategic intelligence on partner platforms to enhance client centricity.
• Mobilize cross functional support to execute partner priorities.
• Partner with external and internal teams to convert access into adoption and sales growth.
• Represent the firm at client conferences and industry events.

Skills

Relationship management

Strategic thinking

Communication

Negotiation

Presentation

Execution

FINRA Series 7/63/66

Influence stakeholders

Education

Bachelor's degree

MBA or advanced degree preferred

Tools

FINRA licenses

Job description

Location

Brookfield Place New York - 225 Liberty Street, Suite 3501

Business - Private Wealth

Brookfield is one of the world's largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that from the backbone of the global economy. Through its broad platform, the firm offers investment strategies across real estate, infrastructure, renewable power and transition, private equity, and credit.

Brookfield's private wealth team extends these capabilities to intermediaries worldwide, partnering with financial advisors to provide institutional-quality investment opportunities and differentiated insights that support long-term objectives.

Brookfield Culture

Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

The Senior Account Manager, Business Development will be responsible for developing, managing, and expanding a portfolio of key strategic relationships across the wealth landscape, including wirehouses, private banks, independent broker-dealers, RIAs, and strategic platforms.

This Senior Account Manager will serve as a senior commercial leader responsible for deepening strategic partnerships, expanding platform access, accelerating advisor adoption, and driving long-term revenue growth across Brookfield’s private wealth business.

The role requires a highly strategic relationship manager with strong commercial instincts, executive presence, and deep expertise in alternative investments and wealth distribution. The successful candidate will operate as a trusted advisor to key external stakeholders while influencing internal strategy across product, distribution, marketing, and leadership teams.

Key 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.
  

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
• Organized
• Strong commercial judgment, strategic thinking, and execution orientation.
• Excellent communication, negotiation, and presentation skills.
• Strategic thinker with strong execution and organization driving initiatives
• FINRA Series 7 and 63 (or 66) required

Travel

• Significant travel is required for this role

Salary: $200k - $225K

Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. We do not tolerate workplace discrimination, violence or harassment. We are proud to be an Equal Opportunity Employer and make employment decisions based on qualifications, merit and business needs, without regard to any characteristic protected by applicable law. Applicant information is collected and handled in accordance with our Applicant Privacy Notice.