Alternative Investment Sales Specialist – Account Executive

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Create, guide, implement, and sustain a strategic business plan aimed at achieving sales and growth targets for alternative investments.

• Collaborate with field sales, investment, product management, and marketing stakeholders to distribute alternative investment solutions to retail/HNW advisors and key centers of influence across the Western Region.

• Represent Lincoln Financial's Alternatives platform and its individual solutions to wealth management firms, advisors, and clients.

• Provide expertise in the subject matter and coordinate fund roadshows and field engagement routines, including follow-up activities to enhance sales.

• Partner with investment, product, and distribution teams to advocate for and distribute strategies and structures tailored for retail/HNW advisors.

• Assist in the development and refinement of alternative investment marketing materials and branding initiatives.

• Keep track of industry trends, competitive landscapes, and investor preferences to support product development and positioning.

• Formulate and maintain a detailed sales plan aimed at boosting sales revenue and expanding market share.

• Enhance and cultivate relationships with targeted firms in collaboration with the current field wholesale team.

• Foster, manage, and sustain client relationships within the designated territory.

• Elevate financial advisors' awareness and adoption of Lincoln's alternative investments products and services.

• Implement sales strategies to present Lincoln's private funds management and additional resources to targeted advisors.

• Develop a thorough understanding of both existing and targeted firms and advisors.

• Support growth, cross-selling opportunities, and the penetration of both new and existing financial advisors.

• Conduct meetings with firms/advisors, including due diligence sessions, one-on-one discussions, sponsorships, and speaking engagements.

• Identify and report potential conflicts concerning Lincoln's alternative investments.

• Comply with LFD's Culture of Compliance and adhere to all related policies and procedures.

⛳️ Requirements

• 3-5+ years of experience in alternatives distribution that aligns with the specific responsibilities of this role.

• FINRA Series 7 and 63 Licenses.

• Bachelor's degree or equivalent professional experience.

• Strong problem-solving and critical thinking skills, with the ability to identify the right resources and tools to drive solutions.

• Proficient verbal and written communication skills.

• Capability to adapt swiftly in a dynamic work environment.

• MBA/CFA/CAIA designation preferred.

• FINRA Series 24 license preferred.

🏝️ Benefits

• Clearly defined career paths and job levels.

• Opportunities for leadership development and virtual training.

• Paid time off and parental leave.

• Competitive 401K and employee benefits.

• Complimentary financial counseling, health coaching, and employee assistance programs.

• Tuition assistance program.

• Flexible work arrangements that suit your needs.

• Effective productivity tools and technology training.

• Eligibility for an annual incentive program.

• Long-term incentives.

• Sales incentives.

• Comprehensive standard benefits package.