ResponsibilitiesAs a Private Wealth Consultant with Hines, you will serve as a consultative distribution professional responsible for developing and executing territory-level business strategy in partnership with the Manager/Sr. Manager - Internal Sales, Private Wealth Regional Director, and Private Wealth Director. The Private Wealth Consultant will provide investment-oriented consultation, market perspective, product positioning, and practice-focused business insights to financial advisors, broker-dealer partners, RIAs, and other wealth management intermediaries in an effort to raise capital and meet objective territory goals.
The role requires independent judgment in evaluating advisor needs, prioritizing territory opportunities, interpreting distribution trends, recommending resource allocation, and advising internal stakeholders on initiatives that drive assets under management and support strategic growth objectives. Responsibilities include, but are not limited to:
- Develop, maintain, and refine territory business plans in partnership with Internal Sales Leadership, Private Wealth Regional Director, and Private Wealth Director, including advisor segmentation, business priorities, relationship strategy, go-to-market plans, and execution plans.
- Prepare and deliver advisor-facing presentations, market updates, portfolio positioning discussions, product education sessions, and internal wholesaler meeting content.
- Provide consultative support to financial advisors regarding private real estate, REITs, private markets, portfolio construction considerations, market themes, product features, risks, limitations, and appropriate use cases within approved compliance parameters.
- Analyze advisor, firm, and platform-level data to identify growth opportunities, underpenetrated relationships, product positioning opportunities, and potential risks within the assigned territory.
- Monitor territory performance against business plans and recommend adjustments to coverage strategy, advisor engagement, messaging, and resource deployment to meet territory goals.
- Exercise independent judgment in prioritizing advisor relationships, determining appropriate follow-up strategies, and recommending when to involve product specialists, senior leadership, national accounts, compliance, or external sales partners.
- Recommend territory resource allocation, including advisor events, educational campaigns, sponsorships, travel support, and marketing resources, based on expected business impact and strategic priorities.
- Identify and interpret trends in private wealth distribution, advisor behavior, competitive positioning, platform adoption, fund flows, and investor demand.
- Serve as a liaison between the home office, the outside sales force, national accounts, marketing, product, compliance, and investor relations teams to address advisor needs and advance business initiatives.
- Prepare written and verbal recommendations for internal stakeholders regarding advisor opportunities, product demand, training needs, messaging gaps, competitive threats, and distribution strategy.
- Maintain current knowledge of Hines products, private wealth platforms, industry rules, securities requirements, market developments, and applicable compliance policies.
- Maintain accurate CRM records of advisor interactions, strategic recommendations, opportunities, follow-up items, and business intelligence.
- Participate in sales, product, compliance, marketing, and regional meetings and contribute insights that improve territory planning and private wealth distribution effectiveness.
- Assess advisor needs and tailor product positioning, market commentary, and educational support to the advisor relationship and business opportunity.
- Prioritize advisor relationships and territory opportunities based on business potential, relationship quality, platform dynamics, and strategic importance.
- Interpret advisor feedback, sales data, and market trends to advise leadership on distribution opportunities, risks, and strategic gaps.
- Determine when matters require escalation or collaboration with product specialists, compliance, national accounts, investor relations, marketing, or senior leadership.
QualificationsMinimum Requirements include:
- Bachelor's degree from an accredited university required.
- SIE, Series 7, and Series 63 licenses required or to be obtained within an approved time frame.
- 1+ years of experience in financial services, private wealth distribution, intermediary sales, asset management, investment consulting, or related advisory support preferred.
- Experience working with financial advisors, RIAs, broker-dealers, private banks, or wealth management platforms.
- Experience interpreting investment product features, advisor needs, market trends, competitive intelligence, fund flows, and distribution data.
- Experience with private real estate, REITs, private markets, alternatives, interval funds, DSTs, or related private wealth investment solutions preferred.
- Strong knowledge of private wealth distribution, advisor practice models, capital markets, real estate, alternative investments, and private market product structures.
- Ability to analyze advisor needs, interpret territory data, evaluate business opportunities, and recommend appropriate sales and product positioning strategies.
- Demonstrated ability to exercise discretion and independent judgment on matters of business significance.
- Strong written, verbal communication, presentation, and relationship-management skills.
- Ability to explain complex investment concepts, product features, risks, limitations, and portfolio applications to sophisticated financial professionals.
- Ability to influence internal and external stakeholders and contribute meaningfully to territory strategy and business planning.
- Advanced proficiency with Microsoft Word, Excel, PowerPoint, CRM systems, virtual meeting tools, and investment analytics resources.
- Strong work commitment, flexibility, enthusiasm, attention to detail, and ability to manage multiple strategic priorities and deadlines in a fast-paced, team-driven environment.
- Work indoors in a professional office or hybrid office environment when not traveling in territory.
- Operate personal computer, phone, video conferencing tools, CRM systems, and other office equipment.
- Ability to lift up to 25lbs.
- Work outside normal business hours as business needs deem appropriate.
No calls or emails from third parties at this time please.
