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    Regional Director, External Wholesaler - Dallas, United States - Beacon Talent

    Beacon Talent
    Beacon Talent Dallas, United States

    2 weeks ago

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    Description

    Job Description

    Job Description

    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 product line spanning; mutual funds, alternatives and unique private credit funds is looking to expand their coverage in the Dallas / Ft.Worth area.

    The team is looking for a Regional Director with strong RIA, Family Office and Private Wealth relationships to take over this existing territory and expand the firms footprint.


    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:

    • Cultivate and nurture relationships with investors, specifically RIAs, wealth managers, and family offices, to secure capital within your designated territory.
    • Educate financial advisors on the benefits of our client's products and services through presentations, meetings, seminars, and conferences.
    • Develop and execute business plans to achieve fundraising goals.
    • 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.
    • Travel 2-3 days per week, or as mutually agreed upon.
    • Contribute to various business and brand-building activities.

    Qualifications:

    • 8+ years of experience in client services, fundraising and/or working as a wholesaler.
    • Background in a reputable asset management firm with multiple investment strategies and products preferred.
    • Profound knowledge of private credit and equity fundamentals.
    • 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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