Brookwood Financial Partners, LLC

  • Sales and Marketing Assistant

    Job Locations US-MA-Beverly
    Job ID
    # of Openings
  • Overview

    Brookwood Securities Partners, LLC (“Brookwood”) is seeking a sales/marketing assistant to support investor relations and client development working directly for the Director of Institutional Sales, Marketing and Investor Relations.  The position will be based at Brookwood’s Beverly, MA headquarters.


    • Provide administrative support to the sales and marketing team;
    • Coordinate the production and maintenance of marketing materials, the scheduling of client and prospect meetings and participate in planning discussions;
    • Print, bind, and disperse materials for internal and external use and upload marketing material to online drives;
    • Maintain client and vendor contact information through the company’s CRM system to schedule meetings, which includes coordinating availably for conference rooms and day offices;
    • Conduct research to support and pre-qualify investors for the team and ensure Brookwood has complete investor documentation post close; and
    • Work between Sales and Compliance departments as needed to ensure proper transference of information.  


    • The ideal candidate will have a minimum of three years’ experience dealing with financial investments and proven success in a sales or marketing position;
    • Exceptional writing, Excel and PowerPoint skills;
    • Ability to work independently with existing clients as well as prospects to achieve sales goals;
    • Excellent organization skills and attention to detail are required; and
    • Strong communication skills are essential.

    Salary is commensurate with experience. 


    Brookwood is a nationally-recognized private equity investment firm that specializes in acquiring and managing value-add commercial real estate and related operating businesses on behalf of a select group of institutional investors, family offices and high net worth individuals. Since its founding in 1993, Brookwood has raised over $820 million of equity to acquire a portfolio of 220 commercial real estate and convenience store properties, with a realized and unrealized value in excess of $2.2 billion. The portfolio has spanned multiple asset classes, geographical markets and industries across the United States. BROOKWOOD FINANCIAL PARTNERS, LLC is an EQUAL OPPORTUNITY EMPLOYER.


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