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") and Multi-Family Offices ("MFO"). The CRM will conduct business from a regional office located in the Northwest region (WA, OR, ID, MO, WY, NV, Northern CA) and will service the designated region of clients. The CRM is expected to travel within 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 upon 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 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.
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 & Attributes
- Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.
Benefits/Compensation
The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.
The anticipated base salary range for this role is $200,000.
In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by The Carlyle Group.
Company Profile:
The Carlyle Group (NASDAQ: CG) is a global investment firm with $441 billion of assets under management and more than half of the AUM managed by women, across 595 investment vehicles as of December 31, 2024. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.
At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.
