Internal Sales - RIA Distribution

As Internal Sales - RIA Distribution with Hines, you will serve as a consultative distribution professional responsible for helping strategically build the Hines Private Wealth Solutions platform across large RIA and RIA aggregator channels. The role will support the local Senior Director
- Private Wealth Solutions (RIA Distribution), the broader RIA team, and senior leadership to drive sales and AUM growth across direct deals, flagship offerings, and evergreen solutions. This individual will combine advisor-facing engagement, investment-oriented consultation, market and product positioning, data-driven territory planning, CRM discipline, and cross-functional coordination. The role requires sound judgment in evaluating advisor needs, prioritizing opportunities, interpreting distribution trends, recommending resource allocation, and advancing qualified opportunities in a compliant and consultative manner.

Responsibilities include, but are not limited to:

• Develop, maintain, and refine RIA-focused business plans, including advisor segmentation, relationship strategy, go-to-market priorities, meeting cadence, and execution plans.
• Generate and maintain continuous touchpoints by email, phone, Zoom, and in-person meetings, as appropriate, to build rapport, trust, connectivity, and timely follow-up with clients and internal stakeholders.
• Build consultative relationships and expand market share with key centers of influence across large RIAs, RIA aggregators, financial advisors, gatekeepers, and other decision-makers
• Partner with the local Senior Director
  - Private Wealth Solutions (RIA), along with the broader U.S. Private Wealth Solutions team, to prioritize opportunities, coordinate meetings and follow-up, and execute engagement strategies.
• Prepare and deliver advisor-facing presentations, market updates, product education sessions, due diligence discussions, portfolio positioning materials, and meeting content.
• Provide consultative support regarding private real estate, REITs, private investments, flagship offerings, evergreen solutions, product features, risks, limitations, and approved use cases within compliance parameters.
• Analyze advisor, firm, and platform-level data to identify growth opportunities, underpenetrated relationships, product positioning opportunities, potential risks, and strategic gaps within the RIA channel.
• Maintain accurate CRM records of advisor interactions, opportunities, meeting notes, follow-up items, and business intelligence.
• Monitor territory and channel performance against business plans, KPIs, and OKRs; recommend adjustments to coverage strategy, advisor engagement, messaging, and resource deployment.
• Identify and interpret trends in private wealth distribution, advisor behavior, competitive positioning, platform adoption, fund flows, market conditions, and investor demand.
• Determine when to involve or escalate matters to product specialists, compliance, national accounts, investor relations, marketing, operations, or senior leadership to advance opportunities or resolve issues.
• Support systematic participation at regional and national RIA/Aggregator conferences, advisor events, educational campaigns, and firm meetings.
• Contribute to thought-leadership, content-generation, advisor education, and process-improvement initiatives that enhance advisor experience, productivity, and operational efficiency.
• Foster a collaborative and high-performance culture by sharing best practices, supporting team development, and promoting knowledge sharing across the RIA team and broader PWS sales group.