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.
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. Investment Specialist SVP, The Alts Institute
Brookfield is one of the world’s largest alternative asset managers, with a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Through its broad platform, Brookfield offers investment strategies spanning real estate, infrastructure, renewable power and transition, private equity, credit, and insurance solutions.
Brookfield Oaktree Wealth Solutions is the firm’s dedicated private wealth division, providing access to the full breadth of Brookfield’s alternative investment capabilities. The team partners with financial advisors to bring institutional-quality investment opportunities to individual investors, delivering timely and differentiated solutions and insights designed to meet long-term portfolio objectives.
To further this mission, Brookfield Oaktree Wealth Solutions established The Alts Institute —a global education and engagement platform designed to empower financial professionals with the knowledge, insights, and tools to better understand and position alternative investments within client portfolios. The Alts Institute delivers thought leadership, training, and community-building opportunities that deepen advisor expertise and strengthen client outcomes.
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. The Firm is seeking an Investment Specialist to lead the international activation of The Alts Institute, a global education and practice management platform for financial professionals.
This individual will oversee the strategic execution of programs that deepen advisor understanding of alternative investments, foster collaboration, and strengthen the firm’s global distribution strategy. Through The Alts Institute, the role will help advisors expand their expertise and integrate alternative solutions more effectively within client portfolios.
Working closely with regional sales, marketing, and investment teams, the candidate will deliver high-impact experiences—both digitally and in person—across key international markets. Content will focus on advisor education, asset allocation, and practice management, fostering a global community of financial professionals dedicated to delivering better client outcomes.
The ideal candidate is a seasoned relationship strategist with a deep understanding of the global asset management and private wealth landscape, exceptional communication skills, and the ability to operate effectively in a dynamic, matrixed environment.
With a strong external presence and the ability to translate complex investment concepts into clear, compelling narratives, the successful candidate will serve as both a trusted partner to the sales organization and a visible representative of the firm in the marketplace.
Lead the implementation of international client engagement and value-add strategy in alignment with global distribution priorities.
Partner with senior leadership across Distribution, Investments, and Marketing to identify engagement themes and market opportunities that advance business growth.
Customize programming for diverse global markets, accounting for regional regulatory frameworks, client sophistication, and language preferences.
Identify modular content track needs for varied audiences—ranging from foundational education to advanced strategy and best-practice deep dives.
Partner with regional sales teams to identify key clients and creative engagement opportunities for The Alts Institute, collaborating on tailored outreach and follow-up initiatives that strengthen relationships, expand program reach, and reinforce the firm’s business objectives.
event participation, content reach, media exposure) and commercial impact (e.g., 15+ years of relevant experience, ideally with international scope and a focus on sales, client engagement, education, or training initiatives.
~ Strong interpersonal and relationship-building skills, with a track record of collaboration across internal sales organizations and external client networks.
~ Expertise in international investment or asset management preferred.
~ Highly self-motivated and driven, with the ability to lead projects independently and deliver results with limited oversight.
~ Comfortable using data and qualitative feedback to inform strategic decisions, measure success, and optimize engagement.
~ Willingness to travel extensively across Europe and Asia.
Location & Travel
Frequent international travel required to support engagement programs, regional teams, and client events.
Languages – multi-lingual preferred – European and Asian languages