Senior Director - Private Wealth Solutions jobs in United States
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Hines · 14 hours ago

Senior Director - Private Wealth Solutions

Hines is a leading global real estate investment manager recognized for its innovation and excellence. The Senior Director of Private Wealth Solutions will strategically build the Hines Private Wealth platform, establish relationships with key influencers, and drive sales growth across various channels.

Property ManagementReal EstateReal Estate Investment
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Establish consultative relationships and grow market share with key centers of influence across large RIAs, RIA aggregators, and high-net-worth investors
Work in partnership with the Head of RIA, broader PWS team and senior management to drive sales and AUM growth across direct deals, SMAs, flagship offerings, and evergreen solutions
As a member of the team, 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 Family Wealth, as needed
Contribute to thought-leadership and content-generation initiatives

Qualification

FINRA Series 7FINRA Series 63/66Private Wealth SolutionsFinancial services salesRelationship managementAlternative investmentsLeadership skillsCommunication skillsOrganizational skillsTeamworkInitiative

Required

Bachelor's degree from an accredited institution required; Master's level education preferred
FINRA Series 7 and 63 / 66 licensing
8 or more years of experience working with RIAs/RIA Aggregators focused on private assets or other alternative investment strategies. Experience from an alternative asset manager or third-party placement firm is a plus
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 Family 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
Travel is required as necessary

Benefits

Comprehensive training
Competitive compensation
Robust benefits
Generous vacation packages

Company

Hines

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Hines is a global real estate investment firm that creates quality projects for its investor partners, clients, and local communities.

H1B Sponsorship

Hines has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (1)
2022 (3)
2021 (3)
2020 (3)

Funding

Current Stage
Late Stage
Total Funding
$705.2M
Key Investors
ING GroupBank OZKCheyne Capital Management
2025-11-06Debt Financing· $110.87M
2025-10-28Debt Financing· $380M
2025-07-30Debt Financing· $129.7M

Leadership Team

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Chris Hughes
CEO Capital Markets Group & Co-Head Investment Management
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Christopher Rector
Co-Chief Executive Officer, Southwest Region
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Company data provided by crunchbase