Director, Investor Relations

Job Details

Description

WHO WE ARE

Westwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm.

Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, the Westwood Funds® family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Westwood trades on the New York Stock Exchange under the symbol “WHG.” Based in Dallas, Westwood also maintains offices in Chicago and Houston.

About The Role

Responsible for the Alternatives fundraising activities of the Firm. Position focuses on delivering Westwood’s private markets solutions to the private wealth market primarily through financial intermediaries including wire-houses, regional broker-dealers, private banks, multi-family offices, HNW investors and registered investment advisors. The Alternatives Group is responsible for the distribution of Westwood’s products in the US, Canada and Latin America.

This role will be focused on raising capital in North America by developing and maintaining relationships with financial advisors in the Wire-House/Private Bank, RIA, and Family Office channels to drive sales and AUM growth across private and registered funds.

A DAY IN THE LIFE

• Develop and maintain relationships with HNW and family office channels and support sales with financial advisors in the Wire house/Private Bank, RIA channels to drive sales and AUM growth across private funds.
• Develop and implement business plans to grow the AUM in the most efficient and impactful manner, including ongoing management of sales pipeline.
• Initiate and lead business meetings and follow-up activities with prospectives and existing investors and ensure maintenance of meeting/call notes in CRM. Help decide on the best CRM to use.
• Understand complex alternative investment capabilities across private investment vehicles and effectively communicate them to prospective clients in a clear and articulate manner, both verbally and in writing.
• Maintain a strong understanding of the competitive landscape across investment strategies, private investment structures, and relevant private wealth platforms.
• Communicate effectively with other team members and leaders to ensure a high degree of transparency and collaboration.
• Represent the firm with a strong presence that instills trust and confidence.
• Attend conferences and annual meetings to help grow the business and meet investors.
• Other duties and projects as assigned
  
  

What You'll Need

Minimum Education Required

• Bachelor’s degree
  
  

Licenses/Certifications Required

• CIMA or CAIA Preferred
• SIE, Series 7, Series 63 licenses preferred. Acquiring these licenses may be required once hired into the role.
  
  

Minimum Specific Experience Required

• 10 years of relationship management and sales experience with investors with a strong proficiency in both the issues they face and industry trends more generally.
• Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
  
  

Who You Are

• Proficient in managing schedules; ability to prioritize and handle a high volume of client meetings.
• A standout colleague that can collaborate across sales, product, and other functional areas of the firm.
• High level of accountability and drive; self-motivated with the ability to work autonomously.
• Comprehensive understanding of financial investment strategies, including a depth of expertise across alternative assets classes in both private and registered structures
• Strong Capital Markets Knowledge.
• Demonstrated track record of success raising assets and increasing market presence within this client segment.
• Superior communication and presentation skills coupled with the requisite level of gravitas to effectively position HarbourVest and its capabilities to investors.
• Proficiency in effectively presenting and discussing various products and solutions with clients, supporting advisors in reaching their investment goals.
  
  

What You'll Get

Competitive salary, benefits and 401K company match that vests immediately upon participation.

• Parental leave & PTO policy.
• Collaborative, dynamic work environment with a fast-paced, mission driven company.
  
  

PHYSICAL DEMANDS

The physical demands required to perform the essential duties successfully are consistent with a professional office environment.

TRAVEL

This position requires travel more than 50% of the time.