Alternative Investment Sales Specialist Account Executive
About The Position
The Alternative Investment Sales Specialist Account Executive develops and maintains a business plan to achieve sales and growth goals for alternative investments. The role partners with field sales, investment, product management, marketing, and distribution stakeholders to distribute alternative investment solutions to retail and high-net-worth advisors and other key centers of influence in the Central Midwest Region. The specialist applies alternative investment expertise to educational and sales initiatives that increase adoption of Lincoln’s alternatives solutions among wealth management advisors. The position represents Lincoln Financial’s alternative investment platform and solutions to wealth management firms, advisors, and clients, working with the sales team on roadshows, field engagement, follow-up activities, and advisor meetings. It also supports marketing collateral and product positioning, monitors industry trends and investor preferences, builds and maintains client relationships, and executes territory plans to increase revenue, market share, and product adoption. The role is remote for employees who live outside commuting distance to an office location. Relocation assistance is not available.
Requirements
- 3–5+ years of experience in alternatives distribution aligned with the responsibilities of the position.
- 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 solutions to wealth management firms, advisors, and clients in partnership with the Sales team.
- Provide subject matter expertise in alternatives and help organize and execute fund roadshows and other field engagement, including follow-up activities intended to drive sales.
- Partner with investment, product, distribution, sales, and other stakeholders to promote and distribute alternative investment strategies and structures to retail and high-net-worth advisors.
- Support the development and rationalization of alternative investment marketing collateral and branding, including presentation decks, educational materials, and thought leadership or thematic content.
- Monitor industry trends, the competitive landscape, and investor preferences to inform 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 with targeted firms in partnership with the existing field wholesale team.
- Cultivate, direct, and maintain client relationships with firms in the assigned territory.
- Increase financial advisors’ awareness of and adoption of Lincoln alternative investment products and services in the assigned territory.
- Partner with Lincoln’s wholesale team to develop, direct, and execute plans to introduce Lincoln’s private funds management and other resources to targeted advisors.
- Build comprehensive knowledge of existing and target firms and advisors, including their market segments, operating models, and value propositions, and establish recognition with them.
- Support growth of Lincoln’s alternative investment offerings by identifying opportunities to cross-sell and expand penetration among new and existing financial advisors.
- Conduct firm and advisor meetings to achieve sales targets, including due diligence meetings, one-on-one meetings, and sponsorship or speaking opportunities.
- Identify and communicate potential conflicts involving Lincoln’s alternative investments.
- Adhere to LFD’s Culture of Compliance and comply with LFD’s policies and procedures.
Benefits
- PTO and parental leave.
- Competitive 401(k) and employee benefits.
- Free financial counseling, health coaching, and employee assistance program.
- Tuition assistance program.
- Work arrangements intended to accommodate employee needs.
- Productivity and technology tools and training.
- Leadership development and virtual training opportunities.
- The role may be eligible 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
