Grove Lane Partners - Regional Sales, Private Wealth (West Coast or Southeast), Executive Director/Principal

Remote. Posted 3 months ago

The role

This individual will lead capital raising efforts and drive business development across the West Coast or Southeast territory. They will cultivate relationships with RIAs, Family Offices, and Independent Broker-Dealers to expand the firm's presence in the private wealth market.

What you will do

Lead capital raising efforts across the RIA, Family Office, and IBD channels.
Develop, maintain, and prioritize a healthy pipeline of prospective investors using CRM tools.
Drive adoption of GCM Grosvenor's investment strategies through platform onboarding and advisor engagement.
Serve as the primary business development representative for the West Coast or Southeast region.
Build long-term relationships with RIAs, Family Offices, and key strategic partners.
Work with investment, product, client service, and marketing teams to deliver coordinated messaging.
Gather and communicate market trends and investor feedback to leadership.
Represent Grove Lane Partners at conferences, educational events, and industry forums.

Required qualifications

Bachelor's degree in Finance, Economics, Business, or a related discipline.
8+ years of experience within financial services.
4-6 years focused on alternative investments, private wealth distribution, investor relations, or capital raising.
Ability to manage sales opportunities through CRM platforms.
Excellent communication and presentation skills.
Working knowledge of the regulatory environment governing the distribution of private market investments.
Strong financial and analytical capabilities.
Track record of delivering exceptional client service.
Experience coordinating complex fundraising initiatives.

Nice to have

MBA
CFA
CAIA
CPA
Established relationships within the RIA, Family Office, and/or Independent Broker-Dealer communities

Benefits

Comprehensive benefits package

About the company

Grove Lane Partners is a premier distribution platform that broadens individual investor access to alternative investments through a strategic joint venture with GCM Grosvenor.