Brookfield · 1 week ago
Regional Consultant (Internal Wholesaler), Independent Broker Dealer (IBD)
Brookfield is one of the world's largest alternative asset managers, and they are seeking a Regional Consultant (Internal Wholesaler) to support their Independent Broker Dealer partners. The role involves sales, support, and service in the assigned region, focusing on client relationships and managing investment products.
FinanceRenewable EnergyReal EstateAsset ManagementCleanTechCreditFinancial ServicesInfrastructureReal Estate Investment
No H1B
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 2+ years of experience in the financial services industry, or as an internal sales associate
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
Alternative investment experience preferred
Independent Broker Dealer (IBD) channel experience is highly preferred
CAIA, MBA, CFA a plus
Benefits
Short-term incentive program (cash bonus)
Company
Brookfield
Global alternative asset manager for institutional and individual investors.
Funding
Current Stage
Public CompanyTotal Funding
$9.1BKey Investors
Mashreq Bank,OCBC Bank of SingaporePershing Square Inc.
2026-06-09Post Ipo Debt· $434.65M
2025-12-09Post Ipo Debt· $722.21M
2025-11-26Post Ipo Equity· $178.07M
Leadership Team
Aditya Joshi
Managing Partner, Head of Private Equity for the Asia-Pacific Region
Carlos Floresguerra
Managing Director
Recent News
2026-09-08
Investment Monitor
2026-09-04
2026-09-04
Company data provided by crunchbase