Senior Director - RIA Distribution

Responsibilities Hines Private Wealth Solutions is searching for an ambitious professional with strong leadership skills and a passion for client service. This individual will report to senior leadership and help strategically build the Hines Private Wealth platform across RIA and RIA aggregator channels in the Central Region (Midwest). The successful candidate will partner with their private wealth and institutional counterparts, as well as product strategy teams to drive business, expanding Hines’ distribution capabilities across the defined client segments. Responsibilities include, but are not limited to: Establish consultative relationships and grow market share with key centers of influence across RIAs, RIA aggregators, and high-net-worth investors in the Central Region (Midwest) Work in partnership with other members of the RIA Team, broader PWS sales group and senior management to drive sales and AUM growth across direct deals, SMAs, flagship offerings, and evergreen solutions As a member of the team, foster a collaborative and high-performance culture, promoting teamwork and knowledge sharing Effectively articulate the firm’s investment philosophy and suite of investment solutions across our real asset product suite Lead investor meetings and presentations on strategy, investment philosophy and financial performance Generate and maintain continuous touchpoints by email, phone, Zoom and in-person with clients to build rapport, trust, and connectivity; assist with client service/PWS team inquiries and requests Develop and maintain in-depth knowledge of financial markets, Hines product suite, capabilities and competitive landscape Ensure oversight and maintenance of CRM system (Salesforce) capturing client interactions and meeting notes Systematic participation at regional and national RIA/Aggregator conferences Assist with sales reporting and data for overall business updates and planning Execute on KPIs and OKRs, and assist with establishing metrics for RIAs, as needed Contribute to thought-leadership and content-generation initiatives Responsibilities Hines Private Wealth Solutions is searching for an ambitious professional with strong leadership skills and a passion for client service. This individual will report to senior leadership and help strategically build the Hines Private Wealth platform across RIA and RIA aggregator channels in the Central Region (Midwest). The successful candidate will partner with their private wealth and institutional counterparts, as well as product strategy teams to drive business, expanding Hines’ distribution capabilities across the defined client segments. Responsibilities include, but are not limited to: Establish consultative relationships and grow market share with key centers of influence across RIAs, RIA aggregators, and high-net-worth investors in the Central Region (Midwest) Work in partnership with other members of the RIA Team, broader PWS sales group and senior management to drive sales and AUM growth across direct deals, SMAs, flagship offerings, and evergreen solutions As a member of the team, foster a collaborative and high-performance culture, promoting teamwork and knowledge sharing Effectively articulate the firm’s investment philosophy and suite of investment solutions across our real asset product suite Lead investor meetings and presentations on strategy, investment philosophy and financial performance Generate and maintain continuous touchpoints by email, phone, Zoom and in-person with clients to build rapport, trust, and connectivity; assist with client service/PWS team inquiries and requests Develop and maintain in-depth knowledge of financial markets, Hines product suite, capabilities and competitive landscape Ensure oversight and maintenance of CRM system (Salesforce) capturing client interactions and meeting notes Systematic participation at regional and national RIA/Aggregator conferences Assist with sales reporting and data for overall business updates and planning Execute on KPIs and OKRs, and assist with establishing metrics for RIAs, as needed Contribute to thought-leadership and content-generation initiatives Click here to see the full job description and application form #J-18808-Ljbffr NAREIM