David J. Schalleur

Managing Director, Head of Strategic Partnerships and Independent Distribution @Brookfield

West Chester, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2021 — Present

Managing Director, Head of Strategic Partnerships and Independent Distribution @Brookfield

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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

N/A

The Wharton School

Securities Industry Institute

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La Salle University

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

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La Salle University

Master of Business Administration - MBA

ABOUT DAVID J. SCHALLEUR

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

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