Alternative Investment Sales Specialist – Account Executive

🔥 36 minutes ago

🏄 California, Texas, +1 more states – Remote

🏄 California – Remote 🤠 Texas – Remote ☕ Washington – Remote

💵 $190k - $480k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧑‍💼 Account Executive

👻 Ghost score 0%

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Lincoln Financial

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1905

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Lincoln Financial is an organization dedicated to protecting the privacy and security of its job applicants. It actively informs candidates about potential recruitment scams and outlines its robust hiring procedures, making clear that they do not request sensitive personal information during the application process. The company offers a diverse range of career opportunities across various fields including actuarial, finance, legal, and customer service, and is committed to maintaining equal employment opportunities.

📋 Description

• Develop, direct, implement, and maintain a business plan to achieve sales and growth goals for alternative investments • Partner with field sales, investment, product management, and marketing stakeholders to distribute alternative investment solutions to retail/HNW advisors and key centers of influence within the Western Region • Represent Lincoln Financial's Alternatives platform and individual solutions to wealth management firms, advisors, and clients • Provide subject matter expertise and organize and execute fund roadshows and field engagement routines with follow-up activities to drive sales • Partner with investment, product, and distribution teams to promote and distribute strategies and structures for retail/HNW advisors • Support development and rationalization of alternative investment marketing collateral and branding initiatives • Monitor industry trends, competitive landscape, and investor preferences to support product development and positioning • Develop and maintain a complex sales plan to increase sales revenue and market share • Optimize and grow relationships with targeted firms in partnership with the existing field wholesale team • Cultivate, direct, and maintain client relationships within the assigned territory • Increase financial advisors' awareness and adoption of Lincoln's alternative investments products and services • Execute sales plans to introduce Lincoln's private funds management and other resources to targeted advisors • Develop comprehensive understanding of existing and targeted firms and advisors • Support growth, cross-selling, and penetration of new and existing financial advisors • Conduct firm/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

🎯 Requirements

• 3-5+ years experience in alternatives distribution that aligns with the specific responsibilities for this position • FINRA Series 7 and 63 License • Bachelor's degree or equivalent work experience • Strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions • Effective verbal and written communication skills • Ability to adapt quickly in a changing work environment • MBA/CFA/CAIA preferred • FINRA Series 24 preferred

🏖️ Benefits

• 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 • Work arrangements that work for you • Effective productivity/technology tools and training • Annual Incentive Program eligibility • Long-term incentives • Sales incentives • Standard benefits package

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