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Regional Director, External Sales Representative

2 months ago

Dallas, Texas, United States Beacon Talent Full time
Job Opportunity

We are seeking a seasoned financial sales professional to join our team as a Regional Director, External Wholesaler. As a key member of our sales team, you will be responsible for building relationships with investors, securing capital, and driving business growth.

About the Role

As a Regional Director, you will be responsible for:

  • Cultivating and nurturing relationships with investors, including RIAs, wealth managers, and family offices.
  • Educating financial advisors on the benefits of our client's products and services.
  • Developing and executing business plans to achieve fundraising goals.
  • Maintaining an organized database of current and prospective investor relationships.
  • Collaborating closely with the fundraising team to follow up on leads generated within your territory.
  • Traveling 2-3 days per week, or as mutually agreed upon.
  • Contributing to various business and brand-building activities.
Requirements

To be successful in this role, you will need:

  • 8+ years of experience in client services, fundraising, and/or working as a wholesaler.
  • A background in a reputable asset management firm with multiple investment strategies and products.
  • Profound knowledge of private credit and equity fundamentals.
  • Well-established, trusted relationships with a substantial number of investors, including RIAs, wealth managers, and family offices.
  • A proven track record of cultivating relationships and raising capital in your region.
  • Series 7 and 66 (or 7, 63, and 65) licenses.