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.

Responsibilities

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.

To apply for this job please visit carlyle.avature.net.