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- Educate financial advisors on the benefits of our client's products and services through presentations, meetings, seminars, and conferences.
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- Maintain an organized database of current and prospective investor relationships.
- Collaborate closely with the fundraising team to follow up on leads generated within your territory.
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- Contribute to various business and brand-building activities.
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- Background in a reputable asset management firm with multiple investment strategies and products preferred.
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- Well-established, trusted relationships with a substantial number of investors, including RIAs, wealth managers, and family offices.
- Proven track record of cultivating relationships and raising capital in your region.
- Series 7 and 66 (or 7, 63, and 65) licenses are required.
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Regional Director, Alternatives - Washington, United States - Beacon Talent
Description
Job Description
Job DescriptionAre 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:
Regional Director, Alternatives professionals in Washington, D.C.
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Kimberly Crawford
Regional HR Director & Operations Management