Location
Brookfield Place New York - 225 Liberty Street, Suite 3501Business - 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
The Head of National Accounts, Business Development will be responsible for driving the strategic growth of BOWS’ distribution relationships across the U.S. wirehouse and independent broker-dealer (IBD) channels.
This individual will lead the national accounts team, spearhead key platform negotiations, deepen senior-level relationships with intermediary partners, and collaborate closely with regional sales leadership to drive asset growth and brand positioning.
The ideal candidate will possess deep industry experience, strong strategic and negotiation skills, and a proven track record of driving growth through platform engagement and advisor distribution.
Key Responsibilities
Develop and execute a national strategy to expand relationships with key wirehouse and bank platforms, driving revenue growth and market share in alignment with firmwide goals and priorities.
Lead the sales process with national wirehouse firms to increase product adoption, deepen partnerships, identify new business opportunities and advisor engagement.
Serve as the primary relationship manager for senior platform executives, research teams, and due diligence officers.
Secure new platform approvals, selling agreements, and product placements across key wealth management channels.
Collaborate with senior leadership on product and solution priorities, and provide feedback from national accounts to influence development, marketing and distribution initiatives.
Collaborate with marketing, product, and legal teams to support platform engagement and new product launches.
Work with external and internal sales teams to convert platform access into advisor adoption and sales growth.
Track platform activity, fund flows, and key metrics to refine strategy and optimize performance.
Represent the firm externally at industry events, conferences, and partner firm meetings to build brand visibility.
Lead and mentor the National Accounts team to deliver best-in-class relationship management and sales execution.
Qualifications
Bachelor’s degree required; MBA or advanced degree preferred.
Minimum 10 years of experience in asset management distribution, with significant national account or platform leadership experience.
Deep understanding of intermediary distribution within wirehouse and IBD channels
Proven success in building and managing senior-level relationships and expanding distribution partnerships.
Demonstrated expertise in alternative investments (e.g., private credit, real estate, infrastructure, or interval funds).
Exceptional communication, negotiation, and presentation skills.
Strategic thinker with strong execution and leadership capabilities.
FINRA Series 7 and 63 (or 66) required; Series 24 and designations such as CAIA, CIMA, or CFA preferred.
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.
We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.