Executive Director, Alternatives Strategic Partnership Team

Advisors Asset Management
  • New York
    30+ days ago

    Job Description

    Executive Director
    Alternatives Strategic Partnership Team
     
     The Executive Director, Alternatives Strategic Partnerships, will play a critical leadership role in driving the growth and distribution of AAM’s alternative investment platform.  This individual will develop and execute strategic partnerships across key US Wealth intermediary firms, with a focus on large national accounts, with a focus on wirehouse and broker-dealer relationships.
     
    The role sits at the intersection of strategy, distribution, and relationship management – responsible for expanding AAM’s market presence, securing product placements, and deepening the engagement with strategic partners to accelerate adoption of alternative investment solutions.
     
    Location: New York, NY
    Total Compensation Range: $200,000 - $500,000 annually
     
    ESSENTIAL RESPONSIBILITIES:
    • Strategic Relationships Leadership
    Serves as the primary relationship owner for assigned strategic partner firms, strengthening AAM’s position as a trusted alternatives provider while driving long-term, value-oriented partnerships.
    • Business Development & Platform Expansion
    Identify, source, and execute opportunities to secure product approvals across platforms, recommended lists, and model portfolios
    • Enterprise Sales Execution
    Lead business development efforts with large national accounts and enterprise RIAs, including prospecting, onboarding and scaling new relationships.
    • Cross-Functional Collaboration
    Partner closely with Sales, Marketing, Product, and Investment teams to ensure coordinated execution of distribution strategies and successful rollout of new initiatives.
    • Strategic Planning & Insights
    Develop business plans, presentations, and reporting to support partner strategy, track performance, and inform leadership decision-making.
    • Market Intelligence & Thought Leadership
    Contribute insights on industry trends, competitive dynamics, and advisor needs to help shape AAM’s alternatives strategy and positioning.
     
    QUALIFICATIONS:
    • Demonstrated success managing and growing relationships with large strategic partners, platforms, or enterprise RIAs
    • Proven track record of securing alternative investment product approvals and driving distribution outcomes
    • Deep knowledge of private markets and alternative investment strategies
    • Strong executive experience with exceptional communication and presentation skills
    • Highly effective interpersonal skills with the ability to influence stakeholders across all levels
    • Strategic thinker with strong analytical, problem-solving, and decision-making capabilities
    • Results-driven with a high sense of ownership, urgency, and accountability
    • Ability to operate with an enterprise mindset and contribute to broader business strategy
     
    EDUCATION and/or EXPERIENCE:
    • Required Education: Bachelor's Degree or equivalent experience
    • Required Certifications: Series 7, 63
    • Typically, 5+ years of relevant experience in sales, national accounts, or strategic partnerships within asset management or alternatives
     
    Advisors Asset Management (AAM) is becoming GreenOak. GreenOak is a global investment platform serving institutional and high-net-worth investors. We invest in both public and private markets across credit and real assets through a range of strategies designed to meet diverse investment objectives. GreenOak brings together the investment capabilities represented by BGO, Crescent Capital, InfraRed Capital Partners, SLC Fixed Income, and AAM under one global brand, and is wholly owned by Sun Life Financial
     
    With roots dating back to 1979, AAM has become a highly respected financial force providing complete portfolio solutions tailored to the individual needs of financial professionals. Our results-oriented advisor-centric service model and industry experience differentiates us from the competition by adding real value to your financial services business.
     
    We are committed to fostering an inclusive environment where all employees feel they belong, are supported and empowered to thrive. We are dedicated to building teams with varied experiences, backgrounds perspectives and ideas that benefit our colleagues, clients, and the communities where we operate. We encourage applications from qualified individuals from all backgrounds.
     
    All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran or other protected status as required by applicable local, state, and federal laws.
     
    AAM is a SEC registered investment advisor and member FINRA/SIPC. Registration does not imply a certain level of skill or training.
     
    We are an Equal Opportunity Employer and a participant in E-Verify.

    Numbers & Facts

    LocationNew York
    Websitehttps://www.aamlive.com

    Skills

    • Alliance/Partner Managementunmatched
    • Analysis Skillsunmatched
    • Asset Managementunmatched
    • Brokerageunmatched
    • Business Developmentunmatched
    • Business Planunmatched
    • Business Strategyunmatched
    • Channel Strategiesunmatched
    • Competitive Analysis/Strategyunmatched
    • Cross-Functionalunmatched
    • Customer Relationsunmatched
    • Distribution Channelunmatched
    • Enterprise Salesunmatched
    • Financial Servicesunmatched
    • Fixed Income Investmentsunmatched
    • Global Brandingunmatched
    • High Net Worthunmatched
    • IR (Infrared)unmatched
    • Industry/Trade Analysisunmatched
    • Interpersonal Skillsunmatched
    • Investment Strategyunmatched
    • Leadershipunmatched
    • Marketingunmatched
    • Multiplatform/Cross-Platformunmatched
    • National Salesunmatched
    • Onboardingunmatched
    • Partner Salesunmatched
    • Performance Analysisunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Relationship Managementunmatched
    • Rich Internet Application (RIA)unmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Series 7unmatched
    • Strategic Planningunmatched
    • Team Lead/Managerunmatched
    • Thought Leadershipunmatched

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