Offer summary

Qualifications:

10+ years of experience in Wealth Management or Asset Management sales and relationship management., Series 7 and 63 licensing required, with the ability to obtain Series 65 and 24 licensing., Exceptional leadership, communication, and interpersonal skills are essential., Strong business acumen and proficiency in regulatory rules (FINRA, SEC)..

Key responsabilities:

Develop and optimize relationships with key financial advisors and centers of influence in the US.

Identify business opportunities and support Regional Directors in driving sales and brand loyalty.

Organize high-end events for top-producing financial advisors to showcase offerings.

Collaborate with National Accounts to cultivate business opportunities across focus firms.

Job description

Job Description:

MD - Institutional Business Development - Generalist - National Accounts

Department: National Sales / National Accounts
Classification: Full-time
Location: Open Remote, preferably in a Major Financial Center

About the Job

The Business Development Group at Our Client is responsible for raising capital, fostering key relationships, and building the brand through multi-channel distribution efforts across national/wirehouse firms, regional independent broker-dealers, and registered investment advisors (RIAs). The Business Development Group is seeking an accomplished and dynamic executive to lead capital raise efforts in the United States. The ideal candidate will have extensive experience in sales leadership, with a proven track record of success in the region.

In this role, the ideal candidate will accelerate sales growth of investment products by facilitating expanded access to top-producing financial advisor teams and key home-office/field-level centers of influence (COIs) across national/wirehouse firms, regional independent broker-dealers, and RIAs. The candidate is expected to cultivate relationships with the most influential wealth management leaders and producers in the industry. This position entails close collaboration with other C-suite level executives at Our Client to ensure alignment of sales strategies with overarching business objectives. Ideally, the candidate will be based in a major city within the United States.

Key Responsibilities

Develop and optimize top-down (i.e., COI) and bottom-up (i.e., financial advisor) relationships in the US
Identify key business opportunities and provide strategic support to Regional Directors in enhancing connectivity, driving sales, and fostering brand loyalty.
Facilitate connections between Regional Directors and prominent financial advisor teams (AUM $1B+) through strategic in-person visits to territories and meetings at home offices.
Organize and host high-end events aimed at top-producing financial advisors and COIs to further showcase Our Client's offerings.
Collaborate with National Accounts and create opportunities to cultivate business at all levels within focus firms.
Work with sales management to enhance and identify training needs and coaching opportunities for the sales team.
Solicit input from Regional Directors, National Accounts, and financial advisors to develop strategies to improve sales, support, and education across all channels.

Qualifications

10+ years of Wealth Management, Private Wealth Management, or Asset Management sales and relationship management experience, with a minimum of 10 years of management experience.
Series 7, 63 licensing required. Ability to obtain Series 65 and 24 licensing.
CIMA, CAIA, or CFA a plus.
Executive presence with the ability to effectively represent the company and build the brand.
Willingness to travel extensively within the region as required.
Exceptional leadership, communication, and interpersonal skills.
Strong business acumen and demonstrate proficiency in general business disciplines.
Strong working knowledge of regulatory (FINRA, SEC, etc.) rules.
Strong verbal communication skills and solid presentation skills.
Superior relationship management skills.
Ability to synthesize and present complex information in a way that ensures understanding.
Ability to operate and manage comfortably and effectively in a fast-paced, highly matrixed team environment.
Strong needs-based, consultative selling and relationship-building skills.

About Our Client

Our client is a global alternative asset manager dedicated to delivering superior performance and innovative investment and capital solutions. The firm manages over $80 billion in assets for a wide range of clients, including institutional investors, financial professionals, and individual investors.

The firm was founded in 2007 with a vision of providing individual investors access to alternative asset classes and strategies historically available only to large institutions and ultra-high-net-worth individuals. Our client has provided tailored private markets investment solutions to its institutional clients, specializing in the middle market. They provide access to a broad suite of alternative asset classes and strategies, including private equity, credit, real assets, and multi-asset investments, through best-in-class investment teams and partners. With a diversified platform and flexible capital solutions, Our Client is a valued partner to general partners, asset owners, and portfolio managers.

Contact: Bob Flores Email: bob@rflores.com 1-262-949-2794

Contact: Scott Barcalow Email: Scott@rflores.com 1-917-617-1979

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