Associate Internal Sales - RIA Distribution

Hines•Houston, TX

About The Position

The Associate Internal Sales - RIA Distribution is a consultative distribution professional who helps build Hines Private Wealth Solutions’ platform across large RIA and RIA aggregator channels. The role supports the local Senior Director - Private Wealth Solutions (RIA Distribution), the broader RIA team, and senior leadership in driving sales and AUM growth across direct deals, flagship offerings, and evergreen solutions. It combines advisor-facing engagement and investment-oriented consultation with market and product positioning, data-driven territory planning, CRM discipline, and cross-functional coordination. The position requires sound judgment to evaluate advisor needs, prioritize opportunities, interpret distribution trends, recommend resource allocation, and advance qualified opportunities in a compliant and consultative manner. Work is performed indoors in a professional office or hybrid office environment when not traveling for business. Occasional business travel may include air travel, driving, overnight stays, advisor meetings, conferences, client entertainment, and firm events. Work outside normal business hours may be required as business needs deem appropriate.

Requirements

Bachelor's degree from an accredited institution.
SIE, Series 7, and Series 63 licenses required or expected to be obtained within an approved time frame.
Five or more years of experience in financial services, private wealth distribution, intermediary sales, asset management, alternative investments, wholesaling, investment consulting, or a related role.
Demonstrated ability to support advisor engagement, product education, due diligence discussions, sales execution, and relationship advancement in partnership with external sales professionals and senior leadership.
Experience interpreting investment product features, advisor needs, market trends, competitive intelligence, fund flows, CRM activity, and distribution data.
Demonstrated track record of consistently meeting or exceeding activity targets, sales goals, or business-development objectives.
Strong understanding of the Private Wealth market, including RIAs, RIA aggregators, advisor practice models, private wealth sub-segments, platform dynamics, and capital-raising processes.
Working knowledge of capital markets, macroeconomics, asset allocation, real estate, or private markets.
Ability to communicate complex investment concepts, product features, risks, limitations, and portfolio applications effectively to sophisticated financial professionals.
Strong relationship-management, consultative selling, written communication, verbal communication, presentation, advisor education, and follow-up skills.
Ability to analyze advisor needs, territory data, platform trends, and business opportunities to recommend effective sales, resource, and product-positioning strategies.
Ability to collaborate effectively with cross-functional teams, including the RIA team, broader PWS sales group, marketing, product, compliance, operations, investor relations, national accounts, and senior leadership.
Advanced proficiency in Microsoft Office, CRM systems, virtual meeting platforms, investment analytics tools, and necessary large language models.
Professionalism, attention to detail, initiative, organizational discipline, and ability to prioritize meetings, follow-up, and deliverables in a fast-paced environment.
Ability to operate a personal computer, phone, video conferencing tools, CRM systems, and other office equipment.

Nice To Haves

CAIA, CIMA, CFP, CFA, or another investment-related designation.
Previous experience working with financial advisors, RIAs, RIA aggregators, broker-dealers, private banks, wealth management platforms, or other financial intermediary partners.

Responsibilities

Develop, maintain, and refine RIA-focused business plans, including advisor segmentation, relationship strategy, go-to-market priorities, meeting cadence, and execution plans.
Maintain ongoing client and internal stakeholder contact by email, phone, Zoom, and in-person meetings, with timely follow-up.
Build consultative relationships and expand market share with large RIAs, RIA aggregators, financial advisors, gatekeepers, and other decision-makers.
Partner with the local Senior Director - Private Wealth Solutions (RIA) and the broader U.S. Private Wealth Solutions team to prioritize opportunities, coordinate meetings and follow-up, and execute engagement strategies.
Prepare and deliver advisor-facing presentations, market updates, product education sessions, due diligence discussions, portfolio positioning materials, and meeting content.
Provide consultative support regarding private real estate, REITs, private investments, flagship offerings, evergreen solutions, product features, risks, limitations, and approved use cases within compliance parameters.
Analyze advisor-, firm-, and platform-level data to identify growth opportunities, underpenetrated relationships, product positioning opportunities, potential risks, and strategic gaps in the RIA channel.
Maintain accurate CRM records of advisor interactions, opportunities, meeting notes, follow-up items, and business intelligence.
Monitor territory and channel performance against business plans, KPIs, and OKRs; recommend adjustments to coverage strategy, advisor engagement, messaging, and resource deployment.
Identify and interpret trends in private wealth distribution, advisor behavior, competitive positioning, platform adoption, fund flows, market conditions, and investor demand.
Determine when to involve or escalate matters to product specialists, compliance, national accounts, investor relations, marketing, operations, or senior leadership to advance opportunities or resolve issues.
Support systematic participation in regional and national RIA/Aggregator conferences, advisor events, educational campaigns, and firm meetings.
Contribute to thought leadership, content generation, advisor education, and process-improvement initiatives that enhance advisor experience, productivity, and operational efficiency.
Share best practices, support team development, and promote knowledge sharing across the RIA team and broader PWS sales group.