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Are you a seasoned financial sales professional with experience selling into RIA’s, Family Offices and Wealth Managers? Are you a proven fundraiser who thrives in a dynamic, growth-oriented and entrepreneurial environment with uncapped earning potential? If so, we have an exciting opportunity for you!
Our Client:
Rapidly growing 3rd party distributor with a traditional focus on mutual funds and mid-market asset managers has recently expanded its product line to include a range of alternatives and private credit offerings tailored for the RIA segment.
The team is looking for a Regional Director with strong RIA, Family Office and Private Wealth relationships to carve out a territory for the expanded product line.
About the role:
As a Regional Director, your primary focus will be on building assets, enhancing firm profitability, and elevating brand value by nurturing strategic investor relationships. You'll follow a consultative fundraising model, delivering differentiated private credit, secondaries, and private equity investments within the lower middle-market. Your territory will encompass regional investors, such as RIAs, wealth managers, family offices, endowments, foundations, insurance companies, consultants, and pension plans. Your role is to bring a fresh perspective to these investors and educate them on investments and portfolio construction.
Responsibilities:
Qualifications:
Full Time
$163k-251k (estimate)
06/27/2024
07/13/2024