Alternative Investment Sales Specialist Account Executive
About The Position
The Alternative Investment Sales Specialist Account Executive develops, directs, implements, and maintains a business plan to achieve sales and growth goals for alternative investments. The role partners with field sales, investment, product management, and marketing teams to distribute alternative investment solutions to retail and high-net-worth advisors and key centers of influence in the Western Region. The specialist uses alternatives expertise and experience to execute educational and sales initiatives that drive adoption of Lincoln’s alternatives solutions among wealth management advisors. The position represents Lincoln Financial’s alternatives platform and individual solutions to wealth management firms, advisors, and clients. It supports sales through fund roadshows, field engagement, educational forums, conferences, and advisor and firm meetings. The role also contributes to marketing collateral and branding, tracks industry trends and investor preferences, grows relationships and sales in the assigned territory, and supports cross-selling and penetration of alternative investment offerings.
Requirements
- 3–5+ years of experience in alternatives distribution aligned with the position’s responsibilities.
- FINRA Series 7 and Series 63 licenses.
- Bachelor’s degree or equivalent work experience.
- Strong problem-solving and critical-thinking skills, including the ability to identify appropriate resources and tools to drive solutions.
- Effective verbal and written communication skills.
- Ability to adapt quickly in a changing work environment.
Nice To Haves
- MBA, CFA, or CAIA.
- FINRA Series 24.
Responsibilities
- Develop a deep understanding of Lincoln Financial’s alternatives platform and represent its individual solutions to wealth management firms, advisors, and clients in partnership with the Sales team.
- Provide subject matter expertise in alternatives and collaborate with the Sales team to organize and execute fund roadshows and other field engagement routines, including follow-up activities to drive sales results.
- Partner with investment, product, distribution, and other stakeholder teams to promote and distribute alternative strategies and structures to retail and high-net-worth advisors.
- Support the development and rationalization of alternative investment marketing collateral and branding initiatives, including presentation decks, educational materials, and thought leadership or thematic content.
- Monitor industry trends, the competitive landscape, and investor preferences to support product development and positioning in educational forums, conferences, and other events.
- Develop and maintain a complex sales plan to increase alternative investment sales revenue and market share.
- Increase territory penetration by optimizing and growing relationships in partnership with the existing field wholesale team.
- Cultivate, direct, and maintain client relationships within firms in the assigned territory.
- Increase financial advisors’ awareness of and adoption of Lincoln’s alternative investment products and services within the assigned territory.
- Partner with Lincoln’s wholesale team to develop, direct, and execute a sales plan for introducing Lincoln’s private funds management and other resources to targeted advisors.
- Develop a comprehensive understanding of existing and targeted firms and advisors, including their market segments, operations, and value propositions, and build familiarity with them.
- Support growth of Lincoln’s alternative investment offerings by identifying opportunities to cross-sell and penetrate new and existing financial advisors.
- Conduct firm and advisor meetings to achieve sales targets, 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 comply with LFD’s policies and procedures.
Benefits
- Clearly defined career tracks and job levels, with associated behaviors for Lincoln’s core values and leadership attributes.
- Leadership development and virtual training opportunities.
- PTO and parental leave.
- Competitive 401(k) and employee benefits.
- Free financial counseling, health coaching, and employee assistance program.
- Tuition assistance program.
- Flexible work arrangements.
- Productivity and technology tools and training.
- Potential eligibility for the discretionary Annual Incentive Program.
- Other rewards may include long-term incentives and sales incentives.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
