Senior Regional Director – Private Equity

Senior Regional Director – Private Equity

Requirements

• Experience selling alternative assets.
• Strong academic background including an advanced degree such as an MBA or a professional certification such as CFA, CFP, CPWA or CIMA strongly preferred.
• Minimum of 7 years of experience in a sales role at another investment management firm.
• Series 7 and 63/65 or 7 and 66 licenses required.
• Extensive and current contacts with the broker-dealer and RIA community.
• Successful track record raising assets within the alternative asset space.
• Willingness and ability to travel extensively, manage pipeline and maintain CRM updates with call notes to inform and collaborate with the team.
• Excellent interpersonal skills and team orientation.
• High degree of initiative, results-orientation and entrepreneurial attitude.
• Excellent communication and presentation skills and an ability to explain and discuss sophisticated investment products and investment strategy.
• Must be comfortable with building long-term relationships and driving ‘finals’ presentations and have a keen understanding of the sales cycle.

Responsibilities

• Organize and expand a successful business plan for marketing and sales into the HNW Advisor market targeting RIAs and Private Banking platforms with $250MM – $10B+ in AUM/AUA (and opportunistically the entire Wealth Management Channel, which would also include the Advisor Channel, who sell into the wirehouse and IBD firms).
• Grow assets through winning new mandates and by securing additional mandates from current clients.
• Effectively communicate the investment style, strategies, vehicle, and performance, as well as portfolio positioning, to prospective clients, and function as a proxy for the portfolio management team both to clients as well as serve as a product specialist to the rest of the Voya Wealth Management distribution team.
• Determine the proper team members, agenda, and materials necessary for all presentations involving other firm professionals.
• Accurately and successfully represent the firm to the market via various public forums.
• Participate in periodic strategic targeting and sales projection planning sessions.
• Serve as a competent representative for national and regional conferences as well as with targeted home offices.

Preferred Qualifications

• Strong academic background including an advanced degree such as an MBA or a professional certification such as CFA, CFP, CPWA or CIMA strongly preferred.