Alternative Investment Sales Specialist – Account Executive

🔥 1 hour ago

🌽 Illinois, Michigan, +2 more states – Remote

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

🎯 Requirements

• 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

🏖️ 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 • Flexible work arrangements • Effective productivity/technology tools and training • Annual Incentive Program eligibility • Long-term incentives • Sales incentives • Standard benefits package