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Vice President - Sales Operations, Business Management

locations
New York, New York
time type
Full time
posted on
Posted 30+ Days Ago
job requisition id
R2031825
Location
New York - 225 Liberty Street, 43rd Floor
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 newly created entity serving the global wealth management channel, delivering the strength and expertise of Brookfield and Oaktree across private and public funds. 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 Firm is seeking an experienced Vice President to join the Business Management team in its New York office. This role will be responsible for coordinating the daily business of the sales channels including data scrubbing, marketing campaigns, and aid the team in supporting and servicing our Wires, Regionals, Independent Broker Dealers (IBDs), RIAs, and Trust Bank partners. The individual will drive operational excellence and revenue growth of the business across analytics and enablement.
Responsibilities:
  • Responsible for the acquisition, attribution, maintenance, and integrity of sales data for our global organization. Ensure the data provides high-quality and readily accessible information that is needed to effectively manage a sales organization as well as help individual sales professionals manage their territory
  • Work with multiple key stakeholders across all levels to communicate goals clearly and concisely and build consensus across teams to drive projects forward while being able to manage day-to-day tactical activities
  • Create, analyze and evolve Key Performance Indicators (KPIs) and the associated reporting for the teams and individual roles. Partner closely with sales leadership to identify opportunities to improve performance and achieve targets
  • Assist with the budgeting, forecasting, and year-end planning processes
  • Analyze large volumes of transaction, CRM activity, and industry data. Translate complex data into insights and recommendations to present to our sales leadership team
  • Create customized, relevant, and dynamic dashboards and/or reports for senior business/sales management, investment partners, distribution partners and sales and marketing
  • Research and recommend new data sets and reporting tools. Partner with internal partners and external vendors as we consider enterprise-wide improvements to our data and analytics capabilities
  • Evolve our use of Salesforce, ensuring data accuracy and process efficiency
  • Help prepare materials for ad hoc projects, including developing focused analytics, conducting industry research, and preparing presentations
  • Team player able to work effectively at all levels of an organization with the ability to influence others to move towards consensus
The Candidate:
The successful candidate will possess the following:
  • Bachelor’s degree, or foreign equivalent, in Economics, Finance, or related field
  • 10+ years’ of demonstrable experience in reporting and analytics role; asset management industry experience, particularly intermediary distribution, strongly preferred
  • Strong analytical and presentation skills; advanced Microsoft Excel and PowerPoint knowledge is required
  • In-depth knowledge of Salesforce (or similar CRM tool) with experience exporting and analyzing additional data sources (for example Wallet share, DST Salesconnect and/or similar distribution related sales and competitor datasets)
  • Familiarity with the following investment vehicles a plus: open/closed-end private funds, non-traded REIT, Interval Funds, BDCs, and Mutual Funds
  • Exceptional attention to detail, placing a high priority on accuracy
  • Strong process-orientation with a client-servicing mind-set
  • Outstanding project management and prioritization skills, with experience leading strategic initiatives
  • Ability to use data to make strategic decisions
  • Results-oriented and entrepreneurial, proven ability to work creatively and analytically
  • Exceptional interpersonal, relationship-building, and communication skills
Salary Range: $140,000 - $180,000
Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designation.
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.
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CEO of Brookfield Asset Management
Brookfield Asset Management CEO photo
J. Bruce Flatt
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Brookfield Asset Management is a leading global alternative asset manager with over $600 billion in assets under management. With a history of 120 years, we manage and invest in a variety of investment strategies focused on real estate, renewable ...

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DATE POSTED
August 4, 2023

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