This individual will be responsible for developing partnerships and relationships across their investor client coverage, focusing on RIA’s, family offices/multi-family offices, and other private wealth funds on the West Coast.
Having a deep understanding of the best way to approach these investor channels and proven experience in how to get best in class investment products to the right audiences will be critical to the success of the role. The appropriate candidate would need to be able to work not only with the clients but also the platforms they operate on in order to be able to properly execute on the business opportunities. They will be raising assets for a number of funds/products, including a BDC.
The successful candidate will possess a strong business development/sales background, with a demonstrable track record and strong relationships. Our client is expanding rapidly and has carved out a large market share, as such this is an exciting time for a new individual to join the firm, and share in the impending future success