The Carlyle Group
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 South Central region 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.
40% of time
30% of time
10% of time
10% of time
5% of time
5% of time
Education, Licensing & Certificates
· College degree required
· FINRA Series 7 and 63 required
Professional Experience
Competencies & Attributes
· Proficiency with Microsoft Office skills especially Word, Excel, and PowerPoint.
Benefits/Compensation
The compensation range for this role is specific to Texas 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.
The Carlyle Group (NASDAQ: CG) is a global investment firm with $465 billion of assets under management and more than half of the AUM managed by women, across 652 investment vehicles as of June 30, 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 27 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.
