Senior Director – RIA Distribution

Hines•Chicago, IL

3d•Hybrid

About The Position

Hines Private Wealth Solutions is searching for an ambitious professional with strong leadership skills and a passion for client service. This individual will report to senior leadership and help strategically build the Hines Private Wealth platform across RIA and RIA aggregator channels in the Central Region (Midwest). The successful candidate will partner with their private wealth and institutional counterparts, as well as product strategy teams to drive business, expanding Hines’ distribution capabilities across the defined client segments.

Requirements

Bachelor’s degree from an accredited institution required; Master’s level education preferred
FINRA Series 7 and 63 licensing
8 or more years of experience working with RIAs/RIA Aggregators focused on private assets or other alternative investment strategies.
Demonstrated track record of consistently meeting and/or exceeding performance expectations
Experience working within and developing high-performing teams
Excellent sales, communication, organizational and leadership skills, including strong aptitude for interfacing with sophisticated investors
Deep understanding of the Private Wealth market, including knowledge of RIAs/RIA Aggregators and other private wealth sub-segments, with the ability to drive a coordinated sales process and collaborate with various internal business groups to achieve capital raising objectives
Successful track record in developing and managing relationships within the RIA/RIA Aggregator segment
Proficiency in financial services sales, alternative investments, relationship management, product and industry knowledge
Strong working knowledge of macroeconomics, asset allocation, fixed income, equity, and alternatives markets
Demonstrate strong initiative and ability to work independently with minimal oversight
Strong organizational skills; ability to prioritize targets and handle a busy calendar of meetings
Possesses a bias for action and avoids workplace distractions

Nice To Haves

Experience from an alternative asset manager or third-party placement firm is a plus

Responsibilities

Establish consultative relationships and grow market share with key centers of influence across RIAs, RIA aggregators, and high-net-worth investors in the Central Region (Midwest)
Work in partnership with other members of the RIA Team, broader PWS sales group and senior management to drive sales and AUM growth across direct deals, SMAs, flagship offerings, and evergreen solutions
Foster a collaborative and high-performance culture, promoting teamwork and knowledge sharing
Effectively articulate the firm’s investment philosophy and suite of investment solutions across our real asset product suite
Lead investor meetings and presentations on strategy, investment philosophy and financial performance
Generate and maintain continuous touchpoints by email, phone, Zoom and in-person with clients to build rapport, trust, and connectivity; assist with client service/PWS team inquiries and requests
Develop and maintain in-depth knowledge of financial markets, Hines product suite, capabilities and competitive landscape
Ensure oversight and maintenance of CRM system (Salesforce) capturing client interactions and meeting notes
Systematic participation at regional and national RIA/Aggregator conferences
Assist with sales reporting and data for overall business updates and planning
Execute on KPIs and OKRs, and assist with establishing metrics for RIAs, as needed
Contribute to thought-leadership and content-generation initiatives