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Private Wealth National Sales Director - Private Credit

Company: Selby Jennings
Location: Miami
Posted on: November 17, 2023

Job Description:

Job OverviewA private credit firm specializing in direct lending to middle-market companies is looking to bring on a Director of National Accounts to join their fundraising team. In this role, you will be responsible for developing and building out the private wealth distribution channel, driving business growth, and establishing strong relationships with RIAs, high-net-worth individuals, family offices, and wirehouses. The ideal candidate will have a proven track record in the industry and a strong network in the private credit or similar alternative asset management field.
Job Responsibilities

  • Develop and execute a comprehensive strategy to build and grow the private wealth distribution channel for our private credit investment products.
  • Identify and target potential clients, including high-net-worth individuals, family offices, wealth advisors, and other relevant financial intermediaries.
  • Build and nurture relationships with key stakeholders to establish the firm as a trusted partner and provider of private credit solutions.
  • Collaborate with the marketing and investment teams to create compelling marketing materials, presentations, and educational resources to support the distribution efforts.
  • Conduct market research and competitor analysis to identify trends, opportunities, and areas for differentiation in the private wealth management space.
  • Stay updated with industry regulations, compliance requirements, and market developments that may impact the distribution channel.
  • Provide regular reports, updates, and insights on distribution activities, client feedback, and market trends to senior management.
  • Collaborate with internal teams to ensure smooth onboarding and servicing of clients, addressing their needs and inquiries in a timely manner.
    Job Qualifications
    • Bachelor's degree in Finance, Business, or a related field. Advanced degree or relevant certifications (e.g., CFA, CFP) preferred.
    • Proven experience (10+years) in private wealth management, private banking, or a similar role with a focus on alternative investments, such as private credit.
    • Strong network and relationships within the RIAs, wirehouses, high-net-worth individual and family offices.
    • Excellent knowledge of private credit investment products and the broader alternative investment landscape.
    • Demonstrated track record of successfully building and managing distribution channels, driving business growth, and meeting sales targets.
    • Strong communication, presentation, and negotiation skills.
    • Ability to analyze market trends, identify opportunities, and develop effective strategies.
    • Understanding of regulatory and compliance requirements in the financial industry.
    • Self-motivated, results-oriented, and able to work independently as well as collaboratively within a team.

Keywords: Selby Jennings, Miami , Private Wealth National Sales Director - Private Credit, Executive , Miami, Florida

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