Responsibilities

As a Private Wealth Director with Hines, you will develop and execute sales plans to increase sales revenue and market share within assigned firms/institution/territory.  Partnering with a Private Wealth Regional Director and Private Wealth Consultant, the Director will be responsible for building relationships and raising capital through financial intermediaries in the RIA, Wire/Bank and Broker-dealer channels.

• Increase penetration in territory by optimizing and growing relationships within existing firms/institutions, primarily through virtual wholesaling via Zoom/Teams, with occasional travel in territory.
• Cultivate, manage, and maintain firm/institution client relationships within assigned territory.
• Increase/gain awareness of Hines products and services with firms and/or institutions within assigned territory.
• Develop and execute plans to select appropriate key partners to promote Hines products/services and optimize sales effectiveness.
• Maintain activity and productivity goals set by managing Director – Internal Sales
• Provide presentations, information, education, training, and advice on company's products and services to assigned firms/institutions.
• Provide sales support tools, sales and marketing ideas on Hines products/offerings to assigned firms/institutions and advisors.
• Develop and maintain collaborative relationships with Regional Leader and Internal Wealth Consultant to achieve sales objectives.
• Identify and communicate any potential conflicts regarding Hines products/services.
• Maintain sales call data in appropriate CRM systems.
• Maintain knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborate with Regional Leader and management to incorporate new trends and developments in current and future solutions.
• Develop and maintain a strong understanding of Hines products, services and operational structure to enhance ability to identify and target sales growth opportunities for his/her assigned area(s) of responsibility.
• Develop business on behalf of Hines in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
• Build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for his/her assigned area(s) of responsibility.
• Identify and recommend management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility.
• Be a leader and mentor for the Internal desk.

Minimum Requirements include:

• Bachelor’s degree from an accredited institution required.

• Series 7 & 63 is Required

• Five or more years of experience years in Financial Services Sales, preferred, that directly aligns with the specific responsibilities for this position

• Demonstrated track record of consistently meeting and/or exceeding performance expectations.

• Experience in the RIA, wire and b-d channels preferred.

• Proficiency in Financial Services Sales, Wholesaling, Alternative Products, Relationship Management.

• Demonstrate strong initiative and ability to work independently.

• Superb communication skills both oral and written.

• Possesses a bias for action and avoids workplace distractions.

• Drives performance targets to completion.

• Some client entertainment is required.

• Work overtime as business needs deem appropriate.

• Occasional travel is required.