Senior Director - Private Wealth Solutions
Senior Director - Private Wealth Solutions
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$ 200000 - 250000
1 Vacancy
Job Description
Overview
When you join Hines you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence earning us a spot on Fast Companys esteemed annual list of the Worlds Most Innovative Companies as well as recognition as one of U.S. News & World Reports Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.
Responsibilities
Hines Private Wealth Solutions is searching for an ambitious professional with strong leadership skills and a passion for client service. This individual will report to the Head of RIA and help strategically build the Hines Private Wealth platform across large RIA and RIA aggregator channels. The successful candidate will partner with their private wealth and institutional counterparts as well as product strategy teams to drive business expanding Hines distribution capabilities across the defined client segments.
- Establish consultative relationships and grow market share with key centers of influence across large RIAs RIA aggregators and high-net-worth investors
- Work in partnership with the Head of RIA broader PWS team and senior management to drive sales and AUM growth across direct deals SMAs flagship offerings and evergreen solutions
- As a member of the team foster a collaborative and high-performance culture promoting teamwork and knowledge sharing.
- Effectively articulate the firms investment philosophy and suite of investment solutions across our real asset product suite
- Lead investor meetings and presentations on strategy investment philosophy and financial performance.
- Generate and maintain continuous touchpoints by email phone Zoom and in-person with clients to build rapport trust and connectivity; assist with client service/PWS team inquiries and requests.
- Develop and maintain in-depth knowledge of financial markets Hines product suite capabilities and competitive landscape
- Ensure oversight and maintenance of CRM system (Salesforce) capturing client interactions and meeting notes
- Systematic participation at regional and national RIA/Aggregator conferences
- Assist with sales reporting and data for overall business updates and planning
- Execute on KPIs and OKRs and assist with establishing metrics for Family Wealth as needed
- Contribute to thought-leadership and content-generation initiatives.
Qualifications
Minimum Requirements include:
- Bachelors degree from an accredited institution required; Masters level education preferred
- FINRA Series 7 and 63 / 66 licensing
- Eight or more years of experience working with RIAs/RIA Aggregators focused on private assets or other alternative investment strategies. Experience from an alternative asset manager or third-party placement firm is a plus
- Demonstrated track record of consistently meeting and/or exceeding performance expectations
- Experience working within and developing high-performing teams
- Excellent sales communication organizational and leadership skills including strong aptitude for interfacing with sophisticated investors
- Deep understanding of Family Wealth market including knowledge of RIAs/RIA Aggregators and other private wealth sub-segments with the ability to drive a coordinated sales process and collaborate with various internal business groups to achieve capital raising objectives
- Successful track record in developing and managing relationships within the RIA/RIA Aggregator segment.
- Proficiency in financial services sales alternative investments relationship management product and industry knowledge
- Strong working knowledge of macroeconomics asset allocation fixed income equity and alternatives markets
- Demonstrate strong initiative and ability to work independently with minimal oversight
- Strong organizational skills; ability to prioritize targets and handle a busy calendar of meetings
- Possesses a bias for action and avoids workplace distractions
- Travel is required as necessary
- Compensation: $200000 - $% bonus target
Closing
At Hines we strive for excellence as a leading global real estate investment manager driven by our by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion of assets across such property types as living office retail mixed-use logistics and life science projects all designed to enhance value connection and inspiration. Our strategic approach integrates local expertise with global knowledge taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients needs.
While our projects are renowned for enhancing cities and pioneering sustainable practices we recognize that the true driving force behind Hines success is our 5000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people offering comprehensive training competitive compensation robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team we cultivate an inclusive environment where everyone including our clients can thrive.
Hines is proud to be named to Fast Companys prestigious annual list of the Worlds Most Innovative Companies for 2024. Includes both the global Hines organization and RIA AUM as of December 31 2023.
We are an equal opportunity employer and support workforce diversity.
No calls or emails from third parties at this time please.
Required Experience:
Exec
Employment Type
Unclear
