Regional Consultant (Internal Wholesaler), Independent Broker Dealer (IBD) jobs in United States
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Brookfield · 2 days ago

Regional Consultant (Internal Wholesaler), Independent Broker Dealer (IBD)

positionNew York, NY
timeFull-time
remoteOnsite
seniorityMid Level
money$90K/yr - $110K/yr
date3+ years exp

Brookfield is one of the world’s largest alternative asset managers, and they are seeking a Regional Consultant (Internal Wholesaler) to support their Private Wealth team. This role involves managing relationships with Independent Broker Dealers (IBDs) and driving sales while providing exceptional client service.

Asset ManagementFinancial ServicesInfrastructureRenewable Energy
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H1B Sponsor Likelynote

Responsibilities

Partner with Regional Director (External Wholesaler) to develop and execute on business plans
Cultivate and deepen relationships with IBDs through high-quality, pro-active interactions
Handle daily territory management tasks to ensure business efficacy and effective prioritization of resources
Provide exceptional client service, addressing technical, product, and competitive positioning inquiries with expertise and efficiency
Ability to articulate Brookfield's Private Wealth's sophisticated products
Actively manage and progress the team’s pipeline, meticulously tracking new opportunities; utilize the CRM system to log all client activity

Qualification

FINRA Series 7FINRA Series 63Independent Broker Dealer experienceBachelor’s degreeAlternative investment experienceCAIAMBACFAEntrepreneurial mindsetOrganizational skillsEffective interpersonal skillsExceptional communication skillsCollaborative mindset

Required

Bachelor's degree with 3+ years of experience in the financial services industry, or as an internal sales associate
FINRA Series 7 and 63 or 66 license required
Highly proactive and resourceful self-starter, demonstrating a strong work ethic and a focus on achieving results
Strong organizational skills with the ability to manage multiple priorities effectively
Effective interpersonal skills with the ability to build and maintain effective relationships
Exceptional verbal and written communication skills
Collaborative and will thrive in a team-focused environment
An entrepreneurial mindset with a high level of accountability
Motivated to achieve success and grow with the firm

Preferred

alternative investment experience preferred
Independent Broker Dealer (IBD) channel experience is highly preferred
CAIA, MBA, CFA a plus

Company

Brookfield

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We are a leading global investment firm that invests on behalf of institutions and individuals around the world, with the goal of helping them to create long-term, sustainable wealth.
dateFounded in 1899
location
Toronto, Ontario, CAN
people-size1001-5000 employees
web-link
https://bam.brookfield.com

H1B Sponsorship

Brookfield has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (12)
2023 (13)
2022 (2)
2021 (2)
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$2.5B
2025-11-13Post Ipo Debt· $1B
2025-09-04Post Ipo Debt· $750M
2025-04-22Post Ipo Debt· $750M

Leadership Team

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Brian Kingston
Chief Executive Officer
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James Flatt
Chief Executive Officer

Recent News

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2026-01-03
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Company data provided by crunchbase