David J. Schalleur

Head of Strategic Partnerships & Independent Distribution at KKR & Global Atlantic

Role
Managing Director, Head of Strategic Partnerships and Independent Distribution at Brookfield
Location
West Chester, PA, US
LinkedIn followers
500 followers

Experience

  1. Managing Director, Head of Strategic Partnerships and Independent Distribution

    Brookfield

    May 2021 — Present · 30 Hudson Yards, NY, US

    Managing Director and member of the distribution leadership team, responsible for building multichannel strategy to accelerate growth and expand access across the wealth landscape—including broker-dealer, RIA, IMO, and fintech platforms.• Built and scaled broker-dealer access across retirement, alternatives, and wealth, securing premier platform placement and driving advisor adoption across banks, wires, and independents• Defined and executed a new distribution strategy focused on the $100B IMO channel, developed in partnership with BCG—unlocking a high-growth segment and driving gains in sales and market share• Built scalable infrastructure across partner segmentation, sales enablement, activation, and C-suite alignment—establishing the foundation for long-term, enterprise-driven growth• Led the launch of JPMorgan Chase as a multichannel enterprise partner across wealth and retirement—driving $2.6B in new distribution in less than 15 months• Directed RIA and fintech strategy by building a scalable access plan targeting consolidators and digital-first platforms—expanding reach and aligning with advisor behavior trends• Positioned client experience as a competitive advantage and a growth lever by transforming the Partner Experience team into a client-facing function, embedding the voice of the client into daily execution and strategic business decisions.

Education

  • The Wharton School

    Securities Industry Institute

  • La Salle University

    Bachelor of Business Administration (B.B.A.)

  • La Salle University

    Master of Business Administration - MBA

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David J. Schalleur — Managing Director, Head of Strategic Partnerships and Independent Distribution at Brookfield in West Chester, PA, US | Unifers