Regional Sales – Private Wealth, Executive Director/Principal

Job not on LinkedIn

🔥 49 minutes ago

🏄 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

501 - 1000 employees

Founded 1971

💸 Finance

🤝 B2B

💰 Post-IPO Equity on 2023-10

Finance • B2B

GCM Grosvenor is a global alternative asset management and investment advisory firm that provides investment solutions and services to institutional investors and other clients. The firm specializes in managing and allocating capital across private markets and alternative strategies (including private equity, credit, real assets, and hedge fund solutions), and offers customized investment programs and advisory services to pensions, endowments, foundations, and other institutional investors. GCM Grosvenor operates as a B2B financial services provider focused on institutional finance and asset management.

📋 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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