Midwest Regional Director - Senior Vice President / Managing Director
Confidential
San Antonio, TX
Midwest Regional Director - Senior Vice President / Managing Director
About the Company
Vibrant financial technology (FinTech) organization
Industry
Financial Services
Type
Privately Held, Private Equity-backed
Founded
2013
Employees
1001-5000
Categories
- Asset Management
- Banking
- Financial Services
- FinTech
- Consulting & Professional Services
- Information Technology & Services
- Technology
- Finance
- Marketplaces
- Internet
- Investment Banking
- Securities
- Brokerage
- Investing
Specialties
- hnw fundraising platform
- alternative investments
- private equity and hedge funds
- private investor network
- private access vehicles
- custom fund solutions
- and private credit
Business Classifications
About the Role
The Company is in search of a Regional Senior Vice President or Managing Director for the Midwest market. The successful candidate will be responsible for leading a team of three alternative investment sales professionals, evolving the client coverage model, and leveraging a consultative sales process to acquire and service client relationships. This role requires a seasoned sales leader with a strong background in the alternative investment industry, particularly in private credit, private equity, real estate, and hedge funds. The candidate should have a proven track record of working in a fast-paced, entrepreneurial environment and be adept at following a rigorous sales process.
Applicants must have at least 15 years of experience in a client-facing role within the alternative investment industry and be able to demonstrate the ability to sell and support a diverse platform of investment offerings. A Series 7 and 63 licenses are required, or the candidate must be able to obtain them within 60 days of the start date. Additionally, the candidate should be prepared to obtain a CAIA within 2-3 years of hire. The role involves travel within the Midwest market to meet with advisors, clients, and centers of influence. The ideal candidate will be a strategic thinker, a strong leader, and possess excellent communication and interpersonal skills.
Hiring Manager Title
Head of AI Distribution
Travel Percent
Less than 10%
Functions
- General Management
- Business Development
- Strategy