Brookfield

Location

Brookfield Place - 181 Bay Street

Business - Brookfield Oaktree Wealth Solutions

Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage.

Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind.

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.

Job Description

We are seeking a highly motivated and results-driven National Accounts Client Relationship Manager to join our growing sales team. In partnership with the Senior Regional Director, this role will be focused on driving sales and fostering strategic partnerships with key home office contacts across Canadian wealth management firms including broker/dealers, asset managers, and insurance companies. The ideal candidate will work in close collaboration with the Senior Regional Director to achieve sales targets across the suite of alternative products, enhance customer relationships, and identify new business opportunities within the national accounts landscape.

Key Responsibilities:

• Sales & Relationship Management: Build and maintain strong relationships with senior decision-makers and home office research teams across key partner firms and prospective accounts.
• Sales Strategy: Assist in the development and execution of sales strategies to grow the business and increase market share in assigned accounts; in addition collaborate with broader sales team to build client expansion and retention opportunities for the Advisor Sales Team.
• Partnership: Work in partnership with the Senior Regional Director to create and implement sales initiatives aimed at driving both short-term and long-term sales growth, and to build client expansion and retention opportunities the Advisor Sales Team.
• Account Development: Identify opportunities for account growth and assist in developing tailored solutions for clients based on their unique needs.
• Product Knowledge: Leverage in-depth knowledge of our products and services to educate and engage national accounts, ensuring they are maximizing their relationship with our company.
• Sales Reporting: Regularly track, analyze, and report on sales activities and performance, including key metrics and progress towards sales targets.
• Collaboration & Teamwork: Work cross-functionally with internal teams (marketing, product development, customer service) to ensure seamless execution of sales strategies and customer satisfaction.
• Market Intelligence: Stay informed of industry trends, competitor activities, and regulatory changes to inform sales strategies and identify new business opportunities.

Qualifications & Requirements:

• Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field.
• 3 years minimum experience as an internal sales associate in financial services industry.
• Knowledge of the Canadian Wealth Management and Asset Management landscape
• Strong communication, negotiation, problem-solving, relationship-building, and organizational abilities.
• Additional credentials preferred (CIM, CAIA, CFA, etc.)

Travel Requirements:

• Ability to travel within Canada and to the U.S.

Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.

Brookfield is committed to creating an accessible and inclusive organization. We are committed to providing barrier-free and accessible employment practices in compliance with the Accessibility for Ontarians with Disabilities Act. Should you require a Human Rights Code-protected accommodation through any stage of the recruitment process, please make them known when contacted and we will work with you to meet your needs.