The Carlyle Group · 5 hours ago
Vice President, Client Relationship Manager, Wealth Management (Southeast)
Atlanta, GA
Full-time
Remote
Senior Level, Lead/Staff
8+ years exp
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Responsibilities
Develop and maintain profitable, productive relationships with Financial Advisors in assigned territory in order to capture sales and increase market share. Proactively seek and support the development of new initiatives within assigned territory to enhance Carlyle's success and market presence.
Conduct one-on-one meetings, group presentations and client meetings/events. Deliver high-quality product knowledge, providing usable sales approaches/ideas and guiding the implementation of the sale with advisors and clients in order to get results.
Develop solid working relationship with internal sales team through regular communication, on-going mentorship and training as well as delegation of responsibilities and the assurance of accountability for activity and results.
Keeps abreast of industry/market trends and developments and maintains sound working knowledge of Carlyle's products and services.
Develop and implement territory business plan
Capture field activity and sales related data in DealCloud
Qualification
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Required
College degree required
FINRA Series 7 and 63 required
8+ years of experience in Sales that directly aligns with the specific responsibilities for this position
Must have experience working in the Financial Services industry with established relationships in the bank, broker-dealer and/or IBD channel
Proficiency in Financial Services Sales, Wholesaling, Relationship Management
Demonstrated track record of consistently meeting and/or exceeding performance expectations
Must have the ability to work in a challenging and collaborative environment.
Possess a strong desire to compete and win.
Possess excellent oral and written communication skills.
Possess excellent interpersonal and customer service skills.
Must have strong relationship building skills.
Must be a detail-oriented, well-organized self-starter with high energy and creativity
Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.
Company
The Carlyle Group
The Carlyle Group is a private equity firm that caters to early and later-stage companies.
1,001-5,000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.5BKey Investors
Audax Private Debt
2023-10-03Debt Financing· $2.5B
2020-06-26Debt Financing· undefined
2012-05-03IPO· undefined
Leadership Team
Curtis Buser
Managing Director and Chief Financial Officer
John Redett
Chief Financial Officer
Recent News
Global Legal Chronicle
2024-05-31
MarketScreener
2024-05-26
Company data provided by crunchbase
