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

Position Summary

The Client Relationship Manager (CRM) is responsible for the distribution of Carlyle’s offerings through financial advisors affiliated with banks and wire houses, or other assigned distribution networks. The CRM will conduct business from a regional office located in the New York City Metro region and is expected to travel within territory to conduct office presentations, one‑on‑one meetings with financial advisors and client meetings to drive investment product sales.

The position is a fast‑paced, highly competitive, client‑facing sales role that is rewarded based upon consistent superior results. Additionally, the role is an extension of Carlyle’s global brand on a local level and should seek to represent the company through consistent displays of strong values and behaviour. The role will also require the CRM to set regional objectives based on Carlyle Global Wealth initiatives and delegate responsibilities regarding coverage and outreach.

The CRM will develop and evolve a business strategy to optimize prospecting and maintain a service model for new and existing relationships. The CRM should demonstrate a strong knowledge of the competitive landscape, financial markets and industry trends. The ideal candidate will possess strong territory management and leadership skills, have established relationships within the region and a track record of cultivating new relationships and increasing sales.

• 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 Deal Cloud.

• Education & Licensing: College degree required, FINRA Series 7 and 63 required.
• Professional
  
  Experience:
  
  10+ 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 and wire house channels.
• 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.

The anticipated base salary range for this role is $300,000. In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.