Position Summary

The National Account Manager will be responsible for national, home-office relationships with key RIA firms / Regional Banks, IBDs, Wealth Managers and other non-institutional clients and prospects throughout the US, Canada and LatAm. Primarily the role focuses on building and maintaining home office relationships with RIA firms and coordinating access between regional directors and advisors as required. This individual will leverage existing relationships to drive additional business and will be expected to further expand Carlyle’s distribution opportunities in the region.

The role will also require the National Account Manager to set objectives based on Carlyle Global Wealth initiatives work closely with the Global Wealth sales team to support fundraising after funds have been launched. The National account manager should demonstrate a strong knowledge of the competitive landscape, financial markets and industry trends.

The ideal candidate will possess strong client management and leadership skills, have established relationships across the industry and a track record of cultivating new relationships and increasing sales.

Requirements

Education & Certificates

• Bachelor’s degree with at least 10 years of financial services industry experience with a focus on alternative investments; existing relationships with partner firms, preferred
• Series 7 and 66 (or series 66 equivalent i.e., series 63 & 65) licenses required
• CFA, CAIA and/or MBA preferred

Professional Experience

• Excellent sales, communication, organizational and leadership skills including strong aptitude for interfacing with executives at our partner firms
• Deep understanding of the wealth management market including knowledge of financial intermediaries and financial advisors
• Industry expert in distribution of alternative products and structures across the wealth management industry
• Strong working knowledge of macroeconomics, asset allocation, fixed income, equity, and alternatives markets
• Comprehensive knowledge of competitive landscape of the alternative investment marketplace

Competencies & Attributes

• Proficiency with Microsoft Office especially Word, Excel, and PowerPoint.
• Strong interpersonal, facilitation and presentation skills
• Easily adaptable – must be able to process large volume of information and manage competing priorities

Benefits/Compensation

The compensation range for this role is specific to New York 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 $200,000.

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.

Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle.