Executive Director, Alternatives Strategic Partnership Team

• 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. 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.

• 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

• 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

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

Advisors Asset Management (AAM) is becoming Green Oak. Green Oak 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. Green Oak brings together the investment capabilities represented by BGO, Crescent Capital, Infra Red 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.

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