The Company is seeking a Vice President for Private Wealth Strategic Partnerships. The successful candidate will be responsible for supporting the Head of Strategic Partnerships and the SVP in managing and growing the firm's private wealth distribution relationships. This role is pivotal in the Strategic Partnerships Group, which is focused on raising capital across various client segments. The VP will be involved in educating on alternative investments and private real estate, as well as supporting the growth of sales for the firm's income property trust and exchange. Key responsibilities include managing relationships with Tier 1 and Tier 2 client firms, serving as the primary relationship manager for several Tier 2 and Tier 3 relationships, and supporting the coverage of fintech platform partners. The role also involves coordinating with internal teams across marketing, sales, due diligence, legal, and operations. Candidates for this position should have 5-7 years of financial services experience, with a preference for those with a focus on national accounts, strategic partnerships, or intermediary distribution. The role requires a professional with a strong background in working with external clients and effectively collaborating with internal resources. A Bachelor's degree is required, with an advanced business degree being valued. The ideal candidate will hold series 7 and 63 securities licenses, be proficient in Microsoft Office, and have a working knowledge of CRM systems, preferably Salesforce. Experience in data analysis and the use of AI tools in a professional context is expected. The role demands a proactive individual who can identify opportunities to enhance processes and client insights through data analysis and AI.

Hiring Company

LaSalle Investment Management