Vice President and Client Relationship Manager

Website The Carlyle Group

As a global investment firm we work together to create long-term value for our investors, companies, shareholders, people and communities.

Full Job Description

Position Summary

  • The Client Relationship Manager (CRM) is responsible for the distribution of all Carlyle offerings through Family Wealth relationships which include Registered Investment Advisors (‘RIA”), Multi-Family Offices (“MFO”), and Single-Family Offices (“SFO”).
  • The CRM will conduct business from a regional office located in the Southwest region and will service the designated region of clients.
  • The CRM is expected to travel within the assigned territory to conduct office presentations, client meetings, and one-on-one meetings.
  • The role is a fast-paced, highly competitive, client-facing sales role that is rewarded based on consistent, superior results.
  • Additionally, as the role is an extension of Carlyle’s global brand on a local level, the CRM Lead should seek to represent the company through consistent displays of strong values and behavior.
  • The role will also require the CRM to set regional objectives based on Carlyle Private Wealth initiatives and delegate responsibilities regarding coverage and outreach between a Hybrid Sales Representative and Senior Internal Sales Analysts dedicated to the region.
  • The CRM will develop and evolve a business strategy to optimize prospecting and maintain a service model for new and existing relationships.
  • The CRM should demonstrate a strong knowledge of the competitive landscape, financial markets and industry trends.
  • The ideal candidate will possess strong territory management and leadership skills, have established relationships within the region and a track record of cultivating new relationships and increasing sales.


Primary Responsibilities:

35% of time

  • Develop and maintain profitable, productive relationships with RIAs, MFOs & SFOs in the assigned territory to capture sales and increase market share.
  • Proactively seek and support the development of new initiatives within assigned territory to enhance Carlyle’s success and market presence.

25% of time

  • Conduct one-on-one meetings, group presentations and client meetings/events which involve travel.
  • Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients in order to grow assets of Family Wealth business.

10% of time

  • Develop solid working relationship with territory team through regular communication, on-going mentorship and training as well as delegation of responsibilities and the assurance of accountability for activity and results.

10% of time

  • Understand and articulate capital markets, complex product structures, and competitor products.
  • Provide the proper after-sales support to keep LP’s informed on their investments.

5% of time

  • Develop solid working relationship with internal partners such as CAIS & iCapital

5% of time

  • Keeps abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle’s products and services

5% of time

  • Capture field activity and sales related data in Dealcloud CRM System.

5% of time

  • Effectively manage firm resources, which involve: travel expenses, and entertainment budget.

Qualifications and Requirements

Education, Licensing & Certificates:

  • College degree required
  • FINRA Series 7 and 63 required

Professional Experience:

  • 8+ years of experience in an external sales capacity that directly aligns with the specific responsibilities for this position
  • Must have experience working in the family wealth industry with established relationships in the RIA channel
  • Proficiency in Financial Services Sales, Wholesaling, Relationship Management
  • Demonstrated track record of consistently meeting and/or exceeding performance expectations
  • Must have the ability to work in a challenging and collaborative environment.
  • Possess a strong competitive desire.
  • Possess excellent oral and written communication skills.
  • Possess excellent interpersonal and customer service skills.
  • Must have strong relationship building skills.
  • Must be a detail-oriented, well-organized self-starter with high energy and creativity

Competencies and Attributes:

  • Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.
  • Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.

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