Regional Sales – Private Wealth, Executive Director/Principal

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Oversee capital raising initiatives across RIA, Family Office, and Independent Broker-Dealer channels from initial outreach to subscription and funding.

• Create, sustain, and prioritize an investor pipeline utilizing CRM tools.

• Provide reports on sales activities, pipeline development, and fundraising outcomes.

• Promote the adoption of evergreen and closed-end investment strategies through due diligence, platform onboarding, and advisor engagement.

• Act as the main business development representative for either the West Coast or Southeast region.

• Implement territory plans to enhance market presence and reach fundraising goals.

• Cultivate relationships with RIAs, Family Offices, and strategic partners.

• Collaborate with investment professionals, product management, client service, and marketing teams.

• Relay market trends, competitive insights, and investor feedback to leadership.

• Represent Grove Lane Partners at conferences, educational events, and industry forums.

⛳️ Requirements

• A Bachelor's degree in Finance, Economics, Business, or a related field.

• Over 8 years of experience in the financial services sector.

• At least 4 to 6 years concentrating on alternative investments, private wealth distribution, investor relations, or capital raising.

• Proficiency in managing sales opportunities through CRM platforms and utilizing pipeline analytics.

• Outstanding communication and presentation abilities.

• Familiarity with the regulatory environment governing private market investment distribution within wealth management.

• Strong financial and analytical skills, including knowledge of investment strategies, performance metrics, portfolio construction, and quantitative analysis.

• Established connections within RIA, Family Office, and/or Independent Broker-Dealer communities are highly desirable.

• Proven track record of exceptional client service and nurturing long-term investor relationships.

• Experience in coordinating complex fundraising efforts and managing opportunities from inception to closure.

• Capable of discussing alternative investment solutions, portfolio construction, market trends, and investment strategy positioning.

• Advanced qualifications such as an MBA, CFA, CAIA, or CPA are advantageous, though not mandatory.

🏝️ Benefits

• Discretionary bonus based on individual, team, and company performance.

• Comprehensive benefits package.

• Equal opportunity employer.