Senior Client Relationship Manager

Our client is seeking a Senior Client Relationship Manager, Vice President to join its Alternatives Distribution Sales team. This individual will be responsible for leading sales coverage across a defined regional territory, with a focus on driving adoption of alternative investment solutions across the wealth management channel. This role is ideal for a commercially minded, relationship-oriented sales professional with experience covering registered investment advisors, independent and regional broker-dealers, bank trust platforms, financial advisors, and high-net-worth wealth channels. The individual will be responsible for building and managing advisor relationships, increasing platform engagement, educating clients on alternative investment solutions, and helping advisors incorporate private markets and other alternative strategies into client portfolios. The role will report to a Regional Director and requires someone who can operate independently in-market while also collaborating closely with internal sales, investment, product, and client service teams. Responsibilities Lead sales coverage across a defined regional territory, developing new relationships and expanding existing advisor and wealth channel partnerships. Execute a consultative sales process to increase adoption of alternative investment solutions with both new and existing users. Deliver high-quality service and post-sale support to existing platform users and asset holders. Build product fluency across private credit, private equity, real estate, hedge funds, and other alternative investment strategies. Educate financial advisors on how alternative investments can be used in portfolio construction, client conversations, and broader business growth. Conduct regular in-market meetings with financial advisors, RIAs, broker‑dealers, bank trust clients, general partners, and centers of influence. Develop a deep understanding of regional market dynamics, advisor needs, competitive trends, and new business opportunities. Use CRM tools, data, and a structured sales process to prioritize activity, track pipeline, and drive measurable territory growth. Partner with internal stakeholders to ensure a strong client experience across onboarding, product education, account support, and ongoing relationship management. Represent the firm professionally in the market and build trusted, long‑term relationships with advisor and wealth management clients. Qualifications 8+ years of client-facing sales, distribution, or relationship management experience within asset management, alternatives, private markets, wealth management, or financial services. Strong experience covering one or more of the following channels: Registered Investment Advisors Regional broker‑dealers Bank trust platforms High-net-worth / private wealth clients Alternatives experience is strongly preferred, including exposure to private credit, private equity, real estate, hedge funds, interval funds, BDCs, or other private markets solutions. Candidates with strong wealth channel distribution experience and the ability to learn alternative investment products will also be considered. Demonstrated success building and managing a region or territory. Proven ability to develop new business, deepen existing relationships, and drive adoption of investment solutions. Strong consultative sales skills and ability to explain complex investment concepts clearly to advisors and clients. Self‑motivated, client‑first, adaptable, team‑oriented, and comfortable operating in a high‑growth environment. Experience using CRM systems and data to inform territory strategy, activity prioritization, and pipeline management. Ability to travel regularly within the assigned region for advisor meetings, market development, and client engagement. Series 7 and 63 licenses required. CAIA designation preferred, or willingness to obtain within three years of hire. Location Candidates must be based in the assigned region or in the primary metro market for the territory. #J-18808-Ljbffr