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Vice President, Client Relationship Manager, RIA / Family Office (Southwest)
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- Vice President, Client Relationship Manager, RIA/Family Office (Southwest)
- The Client Relationship Manager (CRM) is responsible for the distribution of all Carlyle offerings through Family Wealth relationships which include Registered Investment Advisors (‘RIA”), Multi-Family Offices (“MFO”) and Single-Family Offices (“SFO”).
- The CRM will develop and evolve a business strategy to optimize prospecting and maintain a service model for new and existing relationships.
- Conduct one-on-one meetings, group presentations and client meetings/events which involve travel.
- Deliver high-quality product knowledge, consultative sales approach and guiding the implementation of the sale with RIA & Family Office clients in order to grow assets of Family Wealth business.
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