Alternative Investment Sales Specialist – Account Executive

🕒 Setembro 8

🌽 Illinois, Michigan, +2 estados a mais – Remoto

🌽 Illinois – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🧀 Wisconsin – Remote

💵 $190.000 - $480.000 / ano

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

🧑‍💼 Executivo de Contas

👻 Score fantasma 5%

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Lincoln Financial

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1905

💼 Consultoria

⚖️ Jurídico

💸 Finanças

Consulting • Legal • Finance

A Lincoln Financial é uma organização dedicada a proteger a privacidade e segurança de seus candidatos a emprego. Ela informa ativamente os candidatos sobre possíveis golpes de recrutamento e descreve seus procedimentos de contratação robustos, deixando claro que não solicita informações pessoais sensíveis durante o processo de aplicação. A empresa oferece uma gama diversificada de oportunidades de carreira em vários campos, incluindo atuária, finanças, jurídico e atendimento ao cliente, e está comprometida em manter igualdade de oportunidades de emprego.

Descrição

• Develop, direct, implement, and maintain a business plan to achieve sales and growth goals for alternative investments • Represent Lincoln Financial’s alternatives platform and individual solutions to wealth management firms, advisors, and clients • Provide alternatives subject matter expertise and support fund roadshows and field engagement activities • Partner with investment, product, distribution, marketing, and field sales teams to promote alternative investment strategies • Develop and rationalize alternative investment marketing collateral and branding initiatives • Monitor industry trends, competitive landscape, and investor preferences to support product development and positioning • Develop and maintain complex sales plans to increase revenue and market share • Grow relationships and penetration within assigned territory in partnership with the field wholesale team • Cultivate and maintain client relationships with firms in the assigned territory • Increase advisor awareness and adoption of Lincoln alternative investment products and services • Introduce Lincoln private funds management and other resources to targeted advisors • Build understanding of targeted firms, advisors, market segments, operations, and value propositions • Cross-sell and penetrate new and existing financial advisor relationships • Conduct firm and advisor meetings, including due diligence meetings, one-on-one meetings, sponsorships, and speaking opportunities • Identify and communicate potential conflicts regarding Lincoln’s alternative investments • Adhere to LFD’s Culture of Compliance and policies and procedures

🎯 Requisitos

• 3-5+ years experience in alternatives distribution aligned with the position’s responsibilities • FINRA Series 7 and 63 License • Bachelor's degree or equivalent work experience • Strong problem-solving and critical thinking skills • Effective verbal and written communication skills • Ability to adapt quickly in a changing work environment • MBA/CFA/CAIA preferred • FINRA Series 24 preferred • Compliance with LFD policies and procedures • Subject to Lincoln’s Political Contribution Policy and possible disclosure requirements • May be subject to employment contingencies related to disclosed political contributions • Must satisfy E-Verify employment requirements

🏖️ Benefícios

• Clearly defined career tracks and job levels • Leadership development and virtual training opportunities • PTO/parental leave • Competitive 401K and employee benefits • Free financial counseling, health coaching and employee assistance program • Tuition assistance program • Flexible work arrangements • Effective productivity/technology tools and training • Annual Incentive Program eligibility • Long-term incentives • Sales incentives • Standard benefits package