Midwest Regional Director - Senior Vice President / Managing Director

About the Company

Vibrant financial technology (FinTech) organization

Industry Financial Services

Type Privately Held, Private Equity-backed

Founded 2013

Employees 1001-5000

Categories

Asset Management Banking Financial Services FinTech Consulting & Professional Services Information Technology & Services Technology Finance Marketplaces Internet Investment Banking Securities Brokerage Investing

Specialties

hnw fundraising platform alternative investments private equity and hedge funds private investor network private access vehicles custom fund solutions and private credit

Business Classifications

B2B Marketplace

About the Role

The Company is in search of a Regional Senior Vice President or Managing Director for the Midwest market. The successful candidate will be responsible for leading a team of three alternative investment sales professionals, evolving the client coverage model, and leveraging a consultative sales process to acquire and service client relationships. This role requires a seasoned sales leader with a strong background in the alternative investment industry, particularly in private credit, private equity, real estate, and hedge funds. The candidate should have a proven track record of working in a fast-paced, entrepreneurial environment and be adept at following a rigorous sales process.

Applicants must have at least 15 years of experience in a client-facing role within the alternative investment industry and be able to demonstrate the ability to sell and support a diverse platform of investment offerings. A Series 7 and 63 licenses are required, or the candidate must be able to obtain them within 60 days of the start date. Additionally, the candidate should be prepared to obtain a CAIA within 2-3 years of hire. The role involves travel within the Midwest market to meet with advisors, clients, and centers of influence. The ideal candidate will be a strategic thinker, a strong leader, and possess excellent communication and interpersonal skills.

Hiring Manager Title Head of AI Distribution

Travel Percent Less than 10%

Functions

General Management Business Development Strategy