U.S. Private Bank – Alternative Investments – Private Banker – Vice President or Executive Director

Summary

Description

• Establish and nurture strong relationships with bank partners at all levels, including executive decision-makers.
• Manage, maintain, and develop strong relationships with private bankers by earning trust and collaborating to build alternative investments portfolios for their clients.
• Build a pipeline by fundraising substantial capital across private markets in partnership with private bankers by acquiring new assets from both existing clients and new client acquisition.
• We achieve a significant portion of sales revenue target by partnering closely with bank and advisors’ sales forces to capture their hearts and minds for BlueCrow’s ecosystem through strategies, training, and tools. We use tactical and strategic engagements to grow alternative investments in their territory and leverage programs and incentives to promote our investment funds over competitor products.
• Strictly adhere to regulatory guidelines and participate in SEC-mandated fund requirements.
• Develop a prospecting strategy for all customers in the respective region and market, including researching the customer base, using market data effectively, outbound calling campaigns, email campaigns, and in-person territory meetings.
• Create new business development opportunities such as partnerships, identify and drive revenue-generating initiatives, and expand market presence across banking.
• Oversee marketing initiatives, including development of marketing materials, execution of new investment strategies, and representing the company in media appearances across key outlets
• Lead and oversee all investor relations activities, including communication, investor engagement, regulatory compliance, and submission of reports.

Minimum Qualifications

• At the end of the day, we have to deliver outstanding performance on behalf of our investors. To ensure the most ideas become a reality, you recognize perspectives, patiently listen to every detail, and commit to what is right in order to move us forward.
• You have an entrepreneurial mindset and are looking to constantly challenge yourself every day.
• You build meaningful relationships and partner effectively with all levels of management. You are trusted and comfortable in tough situations, able to settle disputes, negotiations, and contracts to deliver outcomes and results.
• Your engagement style is highly collaborative and inclusive, seeking to deliver superior outcomes regardless of boundaries or setbacks.
• You see the world through the eyes of the customer by understanding their business needs, challenges, and concerns.
• BlueCrown doesn’t cut corners, You bring the highest level of integrity, honesty, and accountability in everything you do. You step up to conflicts and see them as opportunities to shine. You are a trusted advisor who does what you say you’ll do – and always does what’s best for BlueCrown.
• Due to changing priorities or a final push to meet a quarterly forecast, you face the daily challenge of where to focus your time and energy. You have a don’t give up attitude and finish, especially in the face of resistance or setbacks. You seize every opportunity and influence others to reach their goals along the way. You consistently exceed customer expectations and capture the heart and mind of our partners, enabling them to tell our story on our behalf.

Preferred Qualifications

• 7+ years of Private Banking experience, with a focus on alternative investments.
• Bachelor’s degree required; MBA or CFA preferred.
• FINRA Series 7 or 66 licenses required.
• Consultative selling experience in business transformation solutions and developing channel growth strategies for business customers. Demonstrated ability to balance short-term goals while creating sustainable value for clients and partners.
• Proven sales track record, including managing a $100M+ portfolio business.
• Experience building, leading, and leveraging valued interactions and relationships with executive decision-makers, and collaborating across the organization to achieve results.
• Experience engaging high-net-worth clients and providing tailored investment solutions.
• Ability to analyze investment portfolios and evaluate alternative investment performance.
• Proficient with CRM management (e.g., Salesforce).
• Submit biweekly reports on pipeline and sales forecasts.
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Compensation & Benefits

Compensation