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; SMAs, ETFs, 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 Wirehouse coverage. Relationships with RIAs, Family Offices and Private Wealth are a plus. 

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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