Director, Private Wealth Sales
1 month ago
Our client is a leading direct lending firm with $7bn AUM, specializing in providing first lien, senior debt financing to middle market companies. They are focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market.Â
This role is responsible for distribution globally, with a focus on the private wealth channel. While distribution may be focused within the U.S. initially, they are seeking to recruit an experienced leader in this segment of the investor market who will build a team globally to penetrate the wealth channel effectively.
Primary Responsibilities
Investor Prospecting:
- Develop, build and maintain both existing and prospective investor relationships including but not limited to, community, regional and global banks, RIAs, fintech and other platforms, OCIOs, endowments, foundations and family offices
- Understand the different segments of the private wealth channel and investment needs of each segment, including types of fund structures
- Leverage existing relationships that would be a suitable fit for firm and strategy
- Generate and help manage pipeline of prospective investors
- Arrange introductory and follow up calls and/or meetings with prospective investors
- Track and help manage prospective investor follow-up
- Develop an in-depth understanding of the firm, its history, professionals, culture, investment strategy and process, products, track record, portfolios and existing client base and successfully communicate to prospective investors
- Develop a thorough understanding of the marketplace and competitive landscape and successfully communicate to prospective investors
- Effectively advocate for the firm articulating its market position, competitive advantages, and value proposition to prospective investors
- Lead initial presentations to prospective investors independently and/or with senior team members
- Manage ongoing list of outstanding investor inquires, due diligence requests, RFPs and other follow-up, and work with investor relations team to ensure timely responses
- Track all prospective investor progress in Client Relationship Management (CRM) system
- Coordinate with and help manage placement agent activity globally
Performance and Personal Competencies
Established and strong institutional investor relationships:
- Solid reputation within the LP and Consultant communities
- Strong track record of advising institutional investors and/or raising capital from high quality investors
- Experience with developing and managing institutional relationships
- Solid understanding of the private equity/credit fundraising process and investor service expectations
- Sufficient knowledge of the credit markets
- Sufficient experience with credit-oriented strategies (individual will be expected to become quickly conversant in the Firmâs investment strategy)
- Capability of articulating and selling investment strategy and engaging in solutions-oriented discussions with prospective investors
- Naturally able to connect and build strong relationships with others, strong emotional intelligence and ability to communicate clearly and persuasively
- Proven interpersonal communication skills with well-developed presentation skills
- Creative approach to developing new, innovative ideas to drive investor pipeline
- Self-motivated and proactive individual with an ability to work independently at times without a high degree of hand holding
- Strong investment and analytical acumen, decision making and problem-solving skills
- Ability to work under pressure to meet tight deadlines
- Ability to multitask, prioritize and manage multiple responsibilities and work in a fast-paced environment
- Energy for considerable domestic travel
- Detail-oriented, with superior organizational and time management skills
- Ability to set clear and challenging goals while committing to improved performance
- Strong work ethic, honesty and intellectual curiosity
- Willingness to work in a small, collaborative team environment
- Ability to work independently, yet comfortable as part of a dynamic team
- Ability to work well with a variety of people at all levels of the organization
Desired Skills & Experience
- Undergraduate degree from a well-respected institution
- Minimum of 6+ years of financial services or consultant experience in an outward facing role
- Minimum of 4+ years successfully initiating and developing institutional investors relationships and preferably raising capital for private funds, preferably in private credit and/or private equity
If interested, please contact lucy.schofield@venturesearch.com, for more information
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