Basic information
Job Name:
Vice President, Sales (Canada), Global Wealth
Location:
Remote
Line of Business:
Investor Relations
Job Function:
Investor Relations
Date:
Wednesday, May 21, 2025
Vice President, Sales (Canada), Global Wealth
The Carlyle Group
This job is no longer accepting applications
See open jobs at The Carlyle Group.See open jobs similar to "Vice President, Sales (Canada), Global Wealth" Out for Undergrad.Sales & Business Development
Toronto, ON, Canada
Posted on May 22, 2025
Position Summary
Position Summary
Carlyle Global Wealth (CGW) is a global team chiefly responsible for developing, structuring, and maintaining collaborative partnerships with wealth managers.
The Sales Vice President will be responsible for developing, building, and fostering relationships throughout the wealth management investment community in Canada (across all regions). This individual will identify new opportunities with investment advisors at banks, independents, and multi-family offices in an effort to distribute Carlyle product offerings. The candidate will systematically map and target investors not presently invested with Carlyle, as well as work to enhance the relationships with the firm’s existing Canadian wealth management clients.
The ideal candidate will bring deep experience and relationships throughout Canada, with a proven track record of fundraising from clients across all channels of wealth management.
Responsibilities
Primary Responsibilities
- Achieve Key Performance Metrics set forth by CGW leadership. Primary responsibility is to drive sales to achieve annual growth and fundraising goals for Carlyle Global Wealth
- Develop, build, and foster relationships with investors at partner firms; responsible for developing a deep understanding of our client's needs, including products, structures, fees, and industry trends
- Consistently maintain feedback loop with CGW leadership and the broader IR team
- Work with various internal teams (Strategic Partnerships, Central Investor Relations, Legal, Compliance, Fund Management, Tax, Accounting, etc.) team to effectively represent and communicate the firm’s value proposition and firm activity to current and prospective Limited Partners
- Travel to and participate in client meetings to present the Firm’s funds, products and capabilities
- Track and monitor key business metrics across the Canadian footprint
- Assist in the development of sales strategy and product launch plans for the Americas
- Work directly with the Wealth Management and Family Wealth teams to drive successful adoption of Carlyle’s products across the wealth management channel in Canada
- When applicable, attend industry functions, such as association events and conferences, and provide information on market and creative trends
- Execute on KPIs and OKRs, which will be developed by CGW leadership and shared broadly with Carlyle senior management
Qualifications
Requirements
Education & Certificates
· Bachelor’s degree with 8+ years of financial services industry experience with a focus on Canadian alternative product origination and sales support
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 industry, including knowledge of financial intermediaries and financial advisors
- Experience in distribution of alternative products and structures in the Canadian market – especially semi-liquid 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 in Canada
Competencies & Attributes
· Proficiency with Microsoft Office Skills especially Word, Excel, and PowerPoint.
· Proficiency in French language a plus
Due to the high volume of candidates, please be advised that only candidates selected to interview will be contacted by Carlyle.
Company Information
The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. 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 Carlyle AlpInvest - 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 believe that a wide spectrum of experiences and viewpoints drives 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." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.
This job is no longer accepting applications
See open jobs at The Carlyle Group.See open jobs similar to "Vice President, Sales (Canada), Global Wealth" Out for Undergrad.