Position Summary

The Client Relationship Manager (CRM) is responsible for the distribution of Carlyle’s offerings through financial advisors affiliated with banks, wire houses and independent broker-dealers, or other assigned distribution networks. The CRM will conduct business from a regional office located in the Southwest region (UT, AZ, NM, Southern NV, Southern CA) and is expected to travel within territory to conduct office presentations, one-on-one meetings with financial advisors and client meetings to drive investment product sales. The position is a fast-paced, highly competitive, client-facing sales role that is rewarded based upon consistent superior results. Additionally, the role is an extension of Carlyle’s global brand on a local level and should seek to represent the company through consistent displays of strong values and behaviour.

The role will also require the CRM to set regional objectives based on Carlyle Private Wealth initiatives and delegate responsibilities regarding coverage and outreach between two Internal Sales Analysts dedicated to the region. The CRM will develop and evolve a business strategy to optimize prospecting and maintain a service model for new and existing relationships. The CRM should demonstrate a strong knowledge of the competitive landscape, financial markets and industry trends.

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

The Carlyle Group (NASDAQ: CG) is a global investment firm with $447 billion of assets under management and more than half of the AUM managed by women, across 612 investment vehicles as of September 30, 2024. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North 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 value diversity as a key driver of performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." Our aim is to cultivate a community where insights are continually exchanged and different perspectives are embraced. We recognize that diverse teams perform better and we are dedicated to leveraging diversity as a competitive advantage at Carlyle.