Brookfield · 3 months ago
Regional Consultant (Internal Wholesaler), Independent Broker Dealer (IBD)
New York, New York
Full-time
Onsite
Mid Level
$90K/yr - $110K/yr
3+ years expBrookfield Asset Management is a leading global alternative asset manager with a rich history, now seeking a Regional Consultant (Internal Wholesaler) to support their Independent Broker Dealer partners. This role involves managing sales and client relationships, focusing on alternative investment products, and contributing to the overall sales efforts of Brookfield Oaktree Wealth Solutions.
Asset ManagementFinancial ServicesInfrastructureRenewable Energy
Responsibilities
Partner with Regional Director (External Wholesaler) to develop and execute on business plans
Cultivate and deepen relationships with IBDs through high-quality, pro-active interactions
Handle daily territory management tasks to ensure business efficacy and effective prioritization of resources
Provide exceptional client service, addressing technical, product, and competitive positioning inquiries with expertise and efficiency
Ability to articulate Brookfield Oaktree Wealth Solutions' sophisticated products
Actively manage and progress the team’s pipeline, meticulously tracking new opportunities; utilize the CRM system to log all client activity
Qualification
Required
Bachelor's degree with 3+ years of experience in the financial services industry, or as an internal sales associate; alternative investment experience preferred
FINRA Series 7 and 63 or 66 license required
Highly proactive and resourceful self-starter, demonstrating a strong work ethic and a focus on achieving results
Strong organizational skills with the ability to manage multiple priorities effectively
Effective interpersonal skills with the ability to build and maintain effective relationships
Exceptional verbal and written communication skills
Collaborative and will thrive in a team-focused environment
An entrepreneurial mindset with a high level of accountability
Motivated to achieve success and grow with the firm
Preferred
Independent Broker Dealer (IBD) channel experience is highly preferred
CAIA, MBA, CFA a plus
Benefits
Short-term incentive program (cash bonus)
Company
Brookfield
We are a leading global investment firm that invests on behalf of institutions and individuals around the world, with the goal of helping them to create long-term, sustainable wealth.
1001-5000 employees
H1B Sponsorship
Brookfield has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (12)
2023 (13)
2022 (2)
2021 (2)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-11-13Post Ipo Debt· $1B
2025-09-04Post Ipo Debt· $750M
2025-04-22Post Ipo Debt· $750M
Leadership Team
Brian Kingston
Chief Executive Officer
James Flatt
Chief Executive Officer
Recent News
2026-01-07
2026-01-03
Company data provided by crunchbase