Job Description
Develop relationship management and sales expertise to drive sales and AUM growth for Harbour Vest's private markets solutions in the US Southwest region. Utilize a high level of accountability and drive to excel in a fast-paced, autonomous environment. Collaborate with sales, product, and functional areas to achieve business objectives. Build on strengths and acquire new skills to thrive in a dynamic, inclusive culture.
**Key Responsibilities:**
• Develop and maintain relationships with financial advisors in the Wire house/Private Bank, RIA, and Family Office channels in the specified region to drive sales and AUM growth across private and registered funds.
• Develop and implement business plans to manage a territory in the most efficient and impactful manner, including ongoing management of sales pipeline.
• Initiate and lead business meetings and follow-up activities with prospective and existing advisors and ensure maintenance of meeting/call notes in CRM.
• Understand complex alternative investment capabilities across private and registered 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 and registered 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.
**Requirements:**
• Comprehensive understanding of financial investment strategies, including a depth of expertise across alternative asset classes in both private and registered structures (Examples: Evergreen PE Funds).
• 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 Harbour Vest and its capabilities to investors.
• Proficiency in effectively presenting and discussing various products and solutions with clients, supporting advisors in reaching their investment goals.
• Education: Excellent academic credentials - CFA or CAIA Preferred SIE, Series 7, Series 63 licenses preferred. Acquiring these licenses will be required once hired into the role.
• Experience: 10+ years of relationship management and sales experience with advisors in the specified region, with a strong proficiency in both the issues they face and industry trends more generally.