Vice President
Carlyle Investment Management, LLC

Job Info

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Position Summary

2022 Replacement (Stacia Hatfield)

Key Duties/Responsibilities

35% of time
• Develop and maintain profitable, productive relationships with RIAs, MFOs & SFOs in the assigned territory 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.
25% of time
• Conduct one-on-one meetings, group presentations and client meetings/events which involve travel. Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients in order to grow assets of Family Wealth business.
10% of time
• Develop solid working relationship with territory team through regular communication, on-going mentorship and training as well as delegation of responsibilities and the assurance of accountability for activity and results.
10% of time
• Understand and articulate capital markets, complex product structures, and competitor products. Provide the proper after-sales support to keep LP's informed on their investments.
5% of time
• Develop solid working relationship with internal partners such as CAIS & iCapital
5% of time
• Keeps abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle's products and services
5% of time
• Capture field activity and sales related data in Dealcloud CRM System.
5% of time
• Effectively manage firm resources, which involve: travel expenses, and entertainment budget.

Qualifications

Education, Licensing & Certificates
• College degree required
• FINRA Series 7 and 63 required

Professional Experience
• 5+ years of experience in an external sales capacity that directly aligns with the specific responsibilities for this position
• Must have experience working in the family wealth industry with established relationships in the RIA, MFO and SFO 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

Competencies & Attributes
• Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $325 billion of assets under management and more than half of the AUM managed by women, across 498 investment vehicles as of March 31, 2022. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with nearly 1,900 professionals operating in 26 offices in North America, South America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.

This job has expired.