Position Summary:
The National Account Manager will be responsible for national, home-office relationships with key RIA firms / Regional Banks, IBDs, Wealth Managers and other non-institutional clients and prospects throughout the US, Canada and LatAm. Primarily the role focuses on building and maintaining home office relationships with RIA firms and coordinating access between regional directors and advisors as required. This individual will leverage existing relationships to drive additional business and will be expected to further expand Carlyle's distribution opportunities in the region.
The role will also require the National Account Manager to set objectives based on Carlyle Global Wealth initiatives work closely with the Global Wealth sales team to support fundraising after funds have been launched. The National account manager should demonstrate a strong knowledge of the competitive landscape, financial markets and industry trends.
The ideal candidate will possess strong client management and leadership skills, have established relationships across the industry and a track record of cultivating new relationships and increasing sales.
Primary Responsibilities:
- Responsible for achieving key performance metrics set forth by Carlyle Global Wealth (CGW) leadership. Primary responsibility is to drive sales to achieve growth and fundraising goals for Carlyle Global Wealth
- Develop, build, and foster relationships with key stakeholders at partner firms - partner with senior level management to identify business opportunities and develop a deep understanding of our client's needs. This includes products, structures, fee sharing, and industry trends
- Establish and manage relationships with Centers of Influence (COI) at all of our key wealth management clients and prospects while maintaining a long-term business perspective and a consultative approach
- Track and monitor key business metrics across the territory
- Participate in the development of sales strategy and product launch plans for the Americas
- Leverage the SRM, CRM, Product Specialists and other Carlyle stakeholders to drive successful adoption of Carlyle's products across the wealth management channel
- Execute on KPIs and OKRs - These will be developed by CPW leadership and shared broadly with Carlyle senior management
Requirements:
Education & Certificates
- Bachelor's degree with at least 10 years of financial services industry experience with a focus on alternative investments; existing relationships with partner firms, preferred
- Series 7 and 66 (or series 66 equivalent i.e., series 63 & 65) licenses required
- CFA, CAIA and/or MBA preferred
Professional Experience
- Excellent sales, communication, organizational and leadership skills including strong aptitude for interfacing with executives at our partner firms
- Deep understanding of the wealth management market including knowledge of financial intermediaries and financial advisors
- Industry expert in distribution of alternative products and structures across the wealth management industry
- Strong working knowledge of macroeconomics, asset allocation, fixed income, equity, and alternatives markets
- Comprehensive knowledge of competitive landscape of the alternative investment marketplace
Competencies & Attributes
- Proficiency with Microsoft Office especially Word, Excel, and PowerPoint.
- Strong interpersonal, facilitation and presentation skills
- Easily adaptable - must be able to process large volume of information and manage competing priorities
Benefits/Compensation
The compensation range for this role is specific to New York 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 Carlyle.
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.
