Vice President, Client Relationship Manager, Wealth Management (Northwest)

Carlyle • Full-time • Remote (California, United States, US) • 3w ago

Position Summary:

The Client Relationship Manager (CRM) is responsible for the distribution of Carlyle's offerings through financial advisors affiliated with banks, wire houses and independent broker-dealers, or other assigned distribution networks. The CRM will conduct business from a regional office located in the Northwest region (WA, OR, ID, NV, AK, Northern CA) and is expected to travel within territory to conduct office presentations, one-on-one meetings with financial advisors and client meetings to drive investment product sales. The position is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent superior results. Additionally, the role is an extension of Carlyle's global brand on a local level and should seek to represent the company through consistent displays of strong values and behaviour.

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 two 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:

40% of time

Develop and maintain profitable, productive relationships with Financial Advisors in assigned territory in order 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.

30% of time

Conduct one-on-one meetings, group presentations and client meetings/events. Deliver high-quality product knowledge, providing usable sales approaches/ideas and guiding the implementation of the sale with advisors and clients in order to get results.

10% of time

Develop solid working relationship with internal sales 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

Keeps abreast of industry/market trends and developments and maintains sound working knowledge of Carlyle's products and services.

5% of time

Develop and implement territory business plan

5% of time

Capture field activity and sales related data in DealCloud

Requirements:

Education, Licensing & Certificates

College degree required
FINRA Series 7 and 63 required

Professional Experience

8+ years of experience in Sales that directly aligns with the specific responsibilities for this position
Must have experience working in the Financial Services industry with established relationships in the bank, broker-dealer and/or IBD 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 desire to compete and win.
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.

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 $435 billion of assets under management and more than half of the AUM managed by women, across 606 investment vehicles as of June 30, 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 2,200 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 value diversity as a key driver of performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." Our aim is to cultivate a community where insights are continually exchanged and different perspectives are embraced. We recognize that diverse teams perform better and we are dedicated to leveraging diversity as a competitive advantage at Carlyle.