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13 alternative investment regional director jobs found

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alternative investment regional director
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BA
May 11, 2025
Alternative Investment Regional Director (External Wholesaler), Independent Broker Dealer (IBD) - Midwest
Brookfield Asset Management Chicago, IL, USA
Location US IL - Chicago Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique...
BA
May 11, 2025
Alternative Investment Regional Director (External Wholesaler), Independent Broker Dealer (IBD) - East
Brookfield Asset Management New York, NY, USA
Location Brookfield Place New York - 225 Liberty Street, Suite 3501 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary...
BA
May 11, 2025
Alternative Investment Regional Director (External Wholesaler), Independent Broker Dealer (IBD) - West
Brookfield Asset Management Los Angeles, CA, USA
Location Wells Fargo Center - 333 S Grand Ave, Suite 300 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and...
BA
May 09, 2025
Alternative Investment Regional Director (External Wholesaler) - Miami
Brookfield Asset Management Miami, FL, USA
Location Miami - 1001 Brickell Bay Drive, 30th Floor Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and...
SL
May 15, 2025
Wealth Sales Director - External Wholesaler
Sun Life Assurance Company of Canada USA
You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: We have a fantastic opportunity for a driven and ambitious sales leader to drive results with one of the most forward-looking asset management firms in Canada.  This external role works within wealth distribution under the brand of Sun Life Global Investments. Sun Life Global Investments brings together the strength of Sun Life Financial with best-in-class asset managers...
BA
May 11, 2025
RIA Regional Consultant (Internal Wholesaler)
Brookfield Asset Management New York, NY, USA
Location Brookfield Place New York - 225 Liberty Street, Suite 3501 Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.   Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary...
Fi
May 09, 2025
Regional Director, Seattle, WA(External Wholesaler)
Fidelity Remote (Seattle, WA, USA)
Job Description: The Role We have an exciting sales opportunity to work with Financial Advisors and Registered Investment Advisors to drive the distribution of Fidelity products, tools, and resources! We seek someone who thrives in a collaborative, driven environment, is passionate about the business and building client relationships, and has a strong sales background. This role provides the opportunity to work with encouraging team members in an organization that is focused on strong client relationships, depth and breadth of both products and resources, along with the growth and development of their employees. Your responsibilities include: Consulting on a wide range of Fidelity products, investment perspectives, and financial markets to assist our clients in their investing goals. Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward. The Expertise...
CT
May 14, 2025
Alternative Investment External Wholesaler
Caliber The Wealth Development Company Remote (Scottsdale, AZ, USA)
Caliber is looking for an experienced and driven VP of Capital Markets to join our wholesale team! The ideal candidate will be based in a major metropolitan area within the Central or Eastern U.S. and have prior experience wholesaling alternative investments, particularly within the real estate sector. This position represents Caliber through building relationships with Broker/Dealer and RIA partners and raising capital from those partners for Caliber’s various offerings.  This role will educate our partners on the different offerings available through Caliber and help to achieve the company’s growth towards its $5B target. Success in this role requires learning Caliber’s products, building and nurturing relationships and representing the Caliber brand with integrity. Essential Functions for this Role:   Sell Caliber’s offerings to wealth managers. Raise a capital amount agreed upon annually with the Head of National Accounts...
PI
May 09, 2025
PGIM Investments – Wire Channel External Wholesaler (Connecticut & Rhode Island)
PGIM Investments,LLC CT, USA
Job Classification: Sales - Sales What you will do The External Wholesaler is responsible for representing all PGIM investment products and vehicles including Mutual funds, ETF’s, SMA’s, Alternative Investments, CIT’s across retail and retirement platforms to investment professionals in their respective territory. The External Wholesaler is responsible to raising net new assets for the firm and servicing the firms existing client base across Wirehouses, Regional Broker Dealers and RIA Aggregator firms. The wholesaler will be able to clearly differentiate our investment strategies, provide technical information and articulate the benefits relative to our competitors.  They are expected to demonstrate expert level understanding of asset allocation, portfolio construction, capital markets, and industry related topics. They will be based out of their respective home office that’s required to be in one of the major zones within their geographic region and has access to a...
AI
Apr 24, 2025
Regional Sales Manager (External Wholesaler)
AGF Investments USA
About AGF: Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. About the Role: We currently have an outstanding career opportunity for a truly dynamic and passionate individual to join our Sales team as a Regional Sales Manager (Wholesaler) based out of Vancouver. The Regional...
BR
Apr 24, 2025
Internal Wholesaler - Market Sales Partner/Sales Analyst
BlackRock Princeton, NJ, USA
About this role Business Description BlackRock’s US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from iShares ETFs, Alternatives, Mutual Funds to SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to third-party intermediaries like RIAs and Financial Advisors from Wirehouse, Regional and Independent Broker Dealers. Role(s) Description Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with strong passion for engaging with Financial Advisors to identify, develop, partner on and own client relationships. The US Wealth team is seeking to hire across several roles outlined below. All roles will be based in a USWA hub office (Chicago, Princeton, Boston, Atlanta, San Francisco). Market Sales Partner (Internal Wholesaler): This role partners with our Market Leader/External Wholesaler to...
AI
Apr 24, 2025
Regional Sales Manager (External Wholesaler)
AGF Investments USA
About AGF: Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets through three distinct business lines: AGF Investments, AGF Capital Partners and AGF Private Wealth. AGF brings a disciplined approach, focused on incorporating sound, responsible and sustainable corporate practices. The firm’s collective investment expertise, driven by its fundamental, quantitative and private investing capabilities, extends globally to a wide range of clients, from financial advisors and their clients to high-net worth and institutional investors including pension plans, corporate plans, sovereign wealth funds, endowments and foundations. About the Role: We currently have an outstanding career opportunity for a truly dynamic and passionate individual to join our Sales team as a Regional Sales Manager (Wholesaler) based out of Vancouver. The Regional...
NT
Apr 24, 2025
Senior Relationship Manager (External Wholesaler, Wealth Channel) Chicago
Northern Trust Company Chicago, IL, USA
About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.   Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 23,000 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge...
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