Regional Sales – Private Wealth, Executive Director/Principal

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

📋 Description

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

• Develop, manage, and prioritize an investor pipeline utilizing CRM tools.

• Report on sales activities, pipeline advancement, and fundraising outcomes.

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

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

• Implement territory plans to enhance market presence and meet 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

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

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

• A minimum of 4–6 years dedicated to alternative investments, private wealth distribution, investor relations, or capital raising.

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

• Exceptional communication and presentation abilities.

• Familiarity with the regulatory framework 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 outstanding client service and development of long-term investor relationships.

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

• Capability to discuss alternative investment solutions, portfolio construction, market trends, and investment strategy positioning.

• Advanced qualifications such as MBA, CFA, CAIA, or CPA are preferred but not mandatory.

🏝️ Benefits

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

• Comprehensive benefits package.

• Equal opportunity employer.