Manager or Senior Manager – Private Wealth Internal Sales

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.

As a Manager or Senior Manager Private Wealth Internal Sales with Hines you will be responsible for overseeing Inside Sales Desk staff adding value to brokerage clients and exceeding sales goals. The Manager will plan allocate and monitor work to assure the attainment of department objectives; recommend appropriate staffing levels provide input to the budget process and other related people management actions.

* Job title based on experience.

• Manage the team responsible for initiating and/or responding to telephone sales calls from/to new or prospective clients
• Provide ongoing professional development of internal sales team through coaching business planning and facilitating training related to Hines products and sales process
• Make proactive outbound phone calls to brokers to share ideas provide accurate product information
• Prepare sales reports for management
• Work with senior management to develop the departments strategic plans objectives and goals
• Travel to national and regional conferences to present products build brand awareness and establish rapport with prospective financial advisor partners
• Attend strategic home office visits to establish relationships with key decision makers and encourage strategy alignment and product education
• Assist in interview and hiring process for internal sales positions
• Track metrics to make data-informed decisions about inside sales strategy
• Collaborate with various departments including sales enablement marketing operations and fund management to communicate needs challenges and opportunities and ultimately support fundraising endeavors
• Stay informed about industry trends best practices and emerging technologies; incorporate relevant insights into sales approach and strategy
• Ensure adoption of new technologies processes and tools to optimize sales team effort
• Identify inefficiencies in sales processes and protocol and work with Sales Enablement to provide solutions and improve productivity
• Meeting monthly performance and service level goals including internal customer satisfaction
• Act as liaison to sales management and communicate client needs market trends and competitive information

Minimum Requirements include:

• Bachelors degree from an accredited institution
• Two or more years of inside sales and people management experience in the financial services industry
• Series 7and 63 licenses required Series 24 within 90 days of employment
• Ability to effectively lead coach and mentor a team of sales professionals and drive sales goals
• Ability to think strategically provide direction be an effective communicator influence others and have strong work commitment
• Demonstrate proficiency in Microsoft Office software
• Ability to perform in a fast-paced team driven environment
• Strong knowledge of investment market and company products and services
• Attention to detail and accuracy
• Demonstrate flexibility enthusiasm and a willingness to learn while ensuring that all deadlines are met
• Demonstrate superior project management and multi-tasking skills frequently managing multiple projects at one-time
• Well-developed strengths in decision making problem solving initiative follow through and collaboration
• Work indoors approximately 100% of the time
• Operate personal computer and other office equipment
• Ability to lift up to 25lbs
• Ability to travel approximately 10% of time
• Work overtime as business needs deem appropriate

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 billion¹ 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. ¹Includes both the global Hines organization and RIA AUM as of December 31 2023.

We are an equal opportunity employer and support workforce diversity.

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