Alternative Investment Sales Specialist – Account Executive

This is a fully remote position, open to applicants in Illinois, +3 more states.

📋 Description

• Create, direct, implement, and sustain a business strategy aimed at achieving sales and growth objectives for alternative investments.

• Act as a representative for Lincoln Financial’s alternatives platform and specific solutions to wealth management firms, advisors, and clients.

• Offer expertise in alternatives and support fund roadshows and field engagement initiatives.

• Collaborate with investment, product, distribution, marketing, and field sales teams to advance alternative investment strategies.

• Design and justify alternative investment marketing materials and branding efforts.

• Monitor industry trends, the competitive environment, and investor preferences to assist in product development and positioning.

• Formulate and maintain intricate sales plans to enhance revenue and market share.

• Strengthen relationships and increase market penetration within the assigned territory in collaboration with the field wholesale team.

• Foster and sustain client relationships with firms within the designated territory.

• Boost advisor awareness and adoption of Lincoln’s alternative investment products and services.

• Present Lincoln’s private funds management and additional resources to targeted advisors.

• Build a comprehensive understanding of targeted firms, advisors, market segments, operations, and value propositions.

• Engage in cross-selling and expanding new and existing financial advisor connections.

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

• Identify and report potential conflicts regarding Lincoln’s alternative investments.

• Comply with LFD’s Culture of Compliance as well as its policies and procedures.

⛳️ Requirements

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

• Possession of FINRA Series 7 and 63 Licenses.

• Bachelor’s degree or equivalent professional experience.

• Strong analytical and critical thinking skills.

• Excellent verbal and written communication abilities.

• Capability to adapt swiftly in a dynamic work environment.

• MBA/CFA/CAIA designation is preferred.

• FINRA Series 24 designation is preferred.

• Adherence to LFD’s policies and procedures is mandatory.

• Subject to Lincoln’s Political Contribution Policy and potential disclosure requirements.

• May be required to meet employment contingencies related to disclosed political contributions.

• Must fulfill E-Verify employment criteria.

🏝️ Benefits

• Clearly defined career paths and job levels.

• Opportunities for leadership development and virtual training.

• Paid time off and parental leave.

• Competitive 401K plan and employee benefits.

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

• Tuition assistance program.

• Flexible work arrangements.

• Effective productivity and technology tools along with training.

• Eligibility for the Annual Incentive Program.

• Long-term incentive opportunities.

• Sales incentives.

• Comprehensive standard benefits package.