Managing Director, Client Relationship Manager (NYC Wires), Global Wealth (Financial Services Sales)

Location: New York, NY; regional office-based role with travel throughout the assigned territory

Base salary: $300,000 annually, plus potential discretionary annual incentive compensation.

Company

Private-markets investment firm bringing together capital, ideas, and companies to support growth and deliver performance for investors.

What you will do

• Develop and maintain profitable relationships with financial advisors across assigned bank and wire house channels.
• Drive investment product sales, market share growth, and new business initiatives within the territory.
• Conduct one-on-one advisor meetings, group presentations, client meetings, and events.
• Provide product knowledge and practical sales guidance to advisors and clients.
• Set regional objectives, delegate coverage responsibilities, and mentor the internal sales team.
• Build territory business plans and capture field activity and sales data in DealCloud.

Requirements

• 10+ years of sales experience directly aligned with the role.
• Financial Services industry experience with established relationships in bank and wire house channels.
• FINRA Series 7 and Series 63 licenses required.
• College degree required.
• Experience in financial services sales, wholesaling, relationship management, and territory management.
• Strong communication, interpersonal, customer service, organization, creativity, and relationship-building skills.

Culture & Benefits

• Fast-paced, competitive, client-facing environment focused on consistent superior results.
• Collaborative workplace with ongoing communication, mentorship, and training.
• Retirement benefits, health insurance, life insurance, and disability coverage.
• Paid time off, paid holidays, family planning benefits, and wellness programs.
• Potential eligibility for an annual discretionary incentive program based on individual and organizational performance.