The National Accounts Associate will be responsible for developing, building, and fostering relationships with a subset of key prospect and partner firms across the Americas. This individual will be responsible for identifying new opportunities at regional banks, IBDs and custodians in an effort to distribute Carlyle product offerings on their respective platforms. The candidate will leverage existing relationships to drive additional business and will be expected to further expand Carlyle’s distribution capabilities across the Americas.
- Achieve Key Performance Metrics set forth by the Head of National Accounts - Americas. Primary responsibility is to drive sales to achieve annual growth and fundraising goals for Carlyle Private Wealth
- Develop, build, and foster relationships with key stakeholders at partner firms - Responsible for key relationships at partner firms and developing a deep understanding of our client's needs. This includes products, structures, fees, and industry trends
- Develop and manage relationships with Centers of Influence (COI) at all of our key wealth management clients and prospects while maintaining a long-term business perspective and a consultative approach
- Track and monitor key business metrics across the footprint
- Assist in the development of sales strategy and product launch plans for Europe
- Work directly with the Wealth Management and Family Wealth teams to drive successful adoption of Carlyle’s products across the wealth management channel
- Execute on KPIs and OKRs - These will be developed by CPW leadership and shared broadly with Carlyle senior management
Education & Certificates
· Bachelor’s degree with at least 3-5 years of financial services industry experience with a focus on alternatives sales origination
· Finra Series 7, 63 licensed
- Excellent sales, communication, organizational and leadership skills including strong aptitude for interfacing with executives at our partner firms
- Deep understanding of the wealth management industry, including knowledge of financial intermediaries and financial advisors
- Experience in distribution of Alternative products and structures in the US, Canada and / or LatAm – especially semi-liquid / 1940 Act offerings
- Strong working knowledge of macroeconomics, asset allocation, fixed income, equity, and alternatives markets
- Strong interpersonal, facilitation and presentation skills
- Easily adaptable – must be able to process large volume of information and manage competing priorities
- Comprehensive knowledge of competitive landscape of the alternative investment marketplace
Competencies & Attributes
· Proficiency with Microsoft Office Skills especially Word, Excel, and PowerPoint.
· Proficiency in Spanish language a plus
The compensation range for this role is specific to New York City and takes into account a wide range of factors including but not limited to the skill sets required/preferred; prior experience and training; licenses and/or certifications.
The anticipated base salary range for this role is $150,000.
In addition to the base salary, the hired professional will enjoy a comprehensive benefits package spanning retirement benefits, health insurance, life insurance and disability, paid time off, paid holidays, family planning benefits and various wellness programs. Additionally, the hired professional may also be eligible to participate in an annual discretionary incentive program, the award of which will be dependent on various factors, including, without limitation, individual and organizational performance.
The Carlyle Group (NASDAQ: CG) is a global investment firm with $373 billion of assets under management and more than half of the AUM managed by women, across 543 investment vehicles as of December 31st, 2022. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,100 professionals operating in 29 offices in North America, South America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.
At Carlyle, we know that diverse teams perform better, so we seek to create a community where we continually exchange insights, embrace different perspectives and leverage diversity as a competitive advantage. That is why we are committed to growing and cultivating teams that include people with a variety of perspectives, people who provide unique lenses through which to view potential deals, support and run our business.