Regional Sales – Private Wealth, Executive Director/Principal

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🕒 Yesterday

🏄 California, Florida, +1 more states – Remote

🏄 California – Remote 🐊 Florida – Remote 🌲 North Carolina – Remote

💵 $175k - $250k / year

⏰ Full Time

🔴 Lead

🤑 Sales

👻 Ghost score 0%

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GCM Grosvenor

WebsiteLinkedInAll Job Openings

201 - 500 employees

💼 Consulting

📦 Logistics

💸 Finance

Consulting • Logistics • Finance

GCM Grosvenor is a global alternatives investment firm with approximately $74 billion in assets under management in private equity, infrastructure, real estate, credit, absolute return strategies, and multi-asset class opportunistic investments. The firm has specialized in alternatives since 1971, dedicated to unlocking value for clients by leveraging its cross-asset class and flexible investment platform. Headquartered in Chicago, GCM Grosvenor serves a global client base of institutional and high net worth investors and has a team of over 500 professionals across various global offices.

📋 Description

• Lead capital raising across RIA, Family Office, and Independent Broker-Dealer channels from outreach through subscription and funding • Develop, maintain, and prioritize an investor pipeline using CRM tools • Report on sales activity, pipeline progression, and fundraising results • Drive adoption of evergreen and closed-end investment strategies through due diligence, platform onboarding, and advisor engagement • Serve as primary business development representative for the West Coast or Southeast region • Execute territory plans to expand market presence and achieve fundraising objectives • Build relationships with RIAs, Family Offices, and strategic partners • Collaborate with investment professionals, product management, client service, and marketing teams • Communicate 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 discipline • 8+ years of experience within financial services • At least 4–6 years focused on alternative investments, private wealth distribution, investor relations, or capital raising • Ability to manage sales opportunities through CRM platforms and use pipeline analytics • Excellent communication and presentation skills • Working knowledge of the regulatory environment governing private market investment distribution within wealth management • Strong financial and analytical capabilities, including investment strategies, performance metrics, portfolio construction, and quantitative analyses • Established relationships within RIA, Family Office, and/or Independent Broker-Dealer communities highly desirable • Track record of exceptional client service and long-term investor relationship development • Experience coordinating complex fundraising initiatives and managing opportunities from origination through close • Ability to discuss alternative investment solutions, portfolio construction, market trends, and investment strategy positioning • Advanced credentials such as MBA, CFA, CAIA, or CPA are a plus but not required

🏖️ Benefits

• Discretionary bonus based on individual, team, and company performance • Comprehensive benefits package • Equal opportunity employer

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