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Chase · 3 hours ago

Asset Management - National Sales Manager, Private Wealth Alternatives, Client - Managing Director

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Director/Executive

15+ years exp

Chase is a leading global asset manager, overseeing nearly $200 Billion in alternative assets and managing over $1.7 Trillion in assets for wealth managers worldwide. The National Sales Manager of Private Wealth Alternatives will oversee the PWA external field sales team, driving growth in the Private Wealth Alternatives market and enhancing the external brand through visibility and strategic partnerships.

BankingFinancial Services

Responsibilities

Hire, lead, coach, and inspire a high performing team of PWA External Client Advisors. Build and sustain a trusting, highly effective team

Inform product development and prioritization through client feedback and emerging trends

Enhance our external brand by being highly visible in the industry, including speaking at national and divisional client meetings

Monitor and analyze business results, coaching the team to optimize performance and client activities

Conduct regular business review and planning meetings with key firms, evaluating the progress of our partnerships

Collaborate with the broader U.S. Advisor client leadership team and Investment Specialists to exchange ideas and formulate strategies for increased penetration within targeted firms

Manage through a group of Centers of Influence at each of our partner firms. Build rapport and relationships to help our teams work with their teams

Maintain contacts at home offices with our Tier 1 office firms

Qualification

Asset management experiencePrivate alternatives expertiseSales leadershipSeries 7 licenseSeries 63 licenseBachelor's degreeMBACFACIMACommunication skillsTime management skillsTeam collaboration

Required

15+ years' experience in asset and wealth management distribution, with extensive expertise in private alternatives

Travel on a frequent basis required

Series 7, 63 licenses required for position

Bachelor's degree required

Demonstrated industry and product knowledge, understanding competition, clients, and marketplace; experience in various private alternative structures, including BDCs, Interval Funds, NTRs, and closed-end offerings

Preferred

Proven track record of sales leadership; steeped in working successfully in/across teams, demonstrating strong energy, focus, and drive to achieve sales results

Capacity to build and manage relationships across the organization and with clients, fostering a positive team culture

Excellent communication, organization, and time management skills

Ability to thrive in a challenging and collaborative sales environment

MBA, CFA, CIMA