Chief Investment Officer

5 days ago


California, United States Selby Jennings Full time
Private Wealth Fundraiser Job Description

An Alternative Investment Management Firm with over $25 billion in assets under management is seeking a Private Wealth Fundraiser to cover wirehouse relationships on the West Coast.

Job Summary:

The Managing Director of Private Wealth will be responsible for spearheading our fundraising initiative in the private wealth space, primarily focused on wirehouses in the West Coast.

Key Responsibilities:
  • Develop and execute a comprehensive fundraising strategy to attract investments from the private wealth channel across the West Coast.
  • Lead and mentor a team of fundraisers, providing guidance and support to ensure targets are met and exceeded.
  • Cultivate and maintain relationships with existing and prospective clients, delivering personalized investment solutions and outstanding service.
  • Identify new fundraising opportunities through market research and networking, staying informed on industry trends and competitive dynamics.
  • Collaborate with senior leadership and cross-functional teams, including investment, marketing, and client services, to align fundraising efforts with the firm's strategic goals.
  • Represent the firm at high-profile events, conferences, and meetings, enhancing our visibility and reputation within the industry.
  • Prepare detailed reports on fundraising performance, market insights, and strategic recommendations for the executive team.
Requirements:
  • Bachelor's degree in Finance, Business, Marketing, or a related field. An MBA or relevant certifications (CFA, CFP) are highly preferred.
  • Minimum of 10 years of experience in fundraising, private wealth management, or a senior leadership role within the financial services industry.
  • Demonstrated success in raising substantial funds from high-net-worth individuals and family offices.
  • Deep understanding of investment products, financial markets, and wealth management strategies.
  • Excellent leadership and interpersonal skills, with the ability to inspire and drive a team.
  • Strong strategic thinking, analytical, and problem-solving abilities.
  • High degree of professionalism, integrity, and ethical standards.
  • Willingness to travel extensively within the West Coast region to engage with clients and attend key events.


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