Alternative Investment Sales Specialist – Account Executive

Lincoln Financial

. Develop, direct, implement, and maintain a business plan to achieve sales and growth goals for alternative investments .

Posted 11/5/2026full-timeRemote • United StatesMid-LevelSenior💰 $190,000 - $480,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in alternative investments distribution, with a strong focus on developing and executing sales strategies to enhance market share and client relationships. Proficient in collaborating with cross-functional teams to promote investment solutions and drive sales growth.

Highest-signal resume keywords

Alternatives Distribution ExperienceFINRA Series 7 LicenseFINRA Series 63 LicenseSales Strategy DevelopmentClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales PlanningMarket AnalysisProduct DevelopmentFund Roadshows ExecutionInvestment Solutions Promotion

Soft Skills

Problem-SolvingCritical ThinkingEffective CommunicationAdaptability

Certifications & Qualifications

Bachelor's DegreeMBA PreferredCFA PreferredCAIA PreferredFINRA Series 24 Preferred

Industry Keywords

Alternative InvestmentsWealth ManagementFinancial AdvisorsRetail AdvisorsCompliance

About the role

Key responsibilities & impact

Develop, direct, implement, and maintain a business plan to achieve sales and growth goals for alternative investments
Partner with field sales, investment, product management, and marketing stakeholders to distribute alternative investment solutions to retail/HNW advisors and key centers of influence within the Western Region
Represent Lincoln Financial's Alternatives platform and individual solutions to wealth management firms, advisors, and clients
Provide subject matter expertise and organize and execute fund roadshows and field engagement routines with follow-up activities to drive sales
Partner with investment, product, and distribution teams to promote and distribute strategies and structures for retail/HNW advisors
Support development and rationalization of alternative investment marketing collateral and branding initiatives
Monitor industry trends, competitive landscape, and investor preferences to support product development and positioning
Develop and maintain a complex sales plan to increase sales revenue and market share
Optimize and grow relationships with targeted firms in partnership with the existing field wholesale team
Cultivate, direct, and maintain client relationships within the assigned territory
Increase financial advisors' awareness and adoption of Lincoln's alternative investments products and services
Execute sales plans to introduce Lincoln's private funds management and other resources to targeted advisors
Develop comprehensive understanding of existing and targeted firms and advisors
Support growth, cross-selling, and penetration of new and existing financial advisors
Conduct firm/advisor meetings, 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 policies and procedures

Requirements

What you’ll need

3-5+ years experience in alternatives distribution that aligns with the specific responsibilities for this position
FINRA Series 7 and 63 License
Bachelor's degree or equivalent work experience
Strong problem-solving and critical thinking skills, identifying the appropriate resources and tools to drive solutions
Effective verbal and written communication skills
Ability to adapt quickly in a changing work environment
MBA/CFA/CAIA preferred
FINRA Series 24 preferred

Benefits

Comp & perks

Clearly defined career tracks and job levels
Leadership development and virtual training opportunities
PTO/parental leave
Competitive 401K and employee benefits
Free financial counseling, health coaching and employee assistance program
Tuition assistance program
Work arrangements that work for you
Effective productivity/technology tools and training
Annual Incentive Program eligibility
Long-term incentives
Sales incentives
Standard benefits package