Regional Director, External Wholesaler (Dallas, TX)

Company: Beacon Talent
Location: Dallas
Posted on: October 24, 2024

Job Description:

Are you a seasoned financial sales professional with experience selling into RIA's, Family Offices and Wealth Managers? Are you a proven fundraiser who thrives in a dynamic, growth-oriented and entrepreneurial environment with uncapped earning potential? If so, we have an exciting opportunity for you!
Our Client:
Rapidly growing 3rd party distributor with a product line spanning; mutual funds, alternatives and unique private credit funds is looking to expand their coverage in the Dallas / Ft.Worth area.
The team is looking for a Regional Director with strong RIA, Family Office and Private Wealth relationships to take over this existing territory and expand the firms footprint.

About the role:
As a Regional Director, your primary focus will be on building assets, enhancing firm profitability, and elevating brand value by nurturing strategic investor relationships. You'll follow a consultative fundraising model, delivering differentiated private credit, secondaries, and private equity investments within the lower middle-market. Your territory will encompass regional investors, such as RIAs, wealth managers, family offices, endowments, foundations, insurance companies, consultants, and pension plans. Your role is to bring a fresh perspective to these investors and educate them on investments and portfolio construction.

Responsibilities:

• 
  
• Cultivate and nurture relationships with investors, specifically RIAs, wealth managers, and family offices, to secure capital within your designated territory.
  
• Educate financial advisors on the benefits of our client's products and services through presentations, meetings, seminars, and conferences.
  
• Develop and execute business plans to achieve fundraising goals.
  
• Maintain an organized database of current and prospective investor relationships.
  
• Collaborate closely with the fundraising team to follow up on leads generated within your territory.
  
• Travel 2-3 days per week, or as mutually agreed upon.
  
• Contribute to various business and brand-building activities.
  
  
  Qualifications:
  
  • 
    
  • 8+ years of experience in client services, fundraising and/or working as a wholesaler.
    
  • Background in a reputable asset management firm with multiple investment strategies and products preferred.
    
  • 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.
    
  • Proven track record of cultivating relationships and raising capital in your region.
    
  • Series 7 and 66 (or 7, 63, and 65) licenses are required.
    
    
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Keywords: Beacon Talent, Richardson , Regional Director, External Wholesaler (Dallas, TX), Executive , Dallas, Texas