Regional Director at Brookfield Global Listed Infrastructure Income Fund in Chicago, IL

Brookfield Oaktree Wealth Management Solutions (WMS) is a wealth management distribution platform, bringing together the strength and expertise of Brookfield and Oaktree across the full breadth of their product set in both private and public funds. The business unit is dedicated to effectively serving the financial intermediary community in North America and bringing timely & unique products to market that leverage the core competencies of the two firms.

Brookfield Culture

Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

The Position: Regional Director

The Regional Director (External Wholesaler) is responsible for the execution of all sales, service, and marketing related activities in their Region. The product structures will include mutual funds, separately managed accounts, non-traded REIT, BDCs, Interval Funds, and open/closed-end private funds. The position is de-channelized calling on Wires, Regionals, and Independent Broker Dealers (IBDs). The Regional Sales Director is responsible for directly managing major markets within their Region with a client-centric, sales driven approach to the marketplace. The Regional Sales Director’s performance is measured by gross fund flows, assets under management, sales activities, client expansion and retention, and broader team contribution to the National sales effort. Compensation is performance-based consisting of salary and annual bonus.

Responsibilities:

• Develop and execute a Regional sales strategy consistent with the National sales goals with accountability for the overall performance of the Region
• Maintain and cultivate existing Advisor relationships and aggressively expand new Advisor relationships across Wires, Regionals, and IBDs
• Convey deep technical knowledge of the firm’s investment strategies and fund vehicles
• Work effectively in a collaborative team environment

Qualifications & Requirements:

• Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field
• Minimum of 15 years of experience wholesaling with significant relationships in Wires, Regionals, and IBDs
• Proven track record of success
• Series 7 Licensed
• Additional credentials preferred (CIMA, CAIA, CFA, etc.)

Travel:

• Significant travel required