Grove Lane Partners - Regional Sales, Private Wealth (West Coast or Southeast), Executive Director/Principal
$175,000–$250,000 year
On-siteLos Angeles, California, United States
Job Summary
Lead capital raising efforts across Registered Investment Advisor, Family Office, and Independent Broker-Dealer channels, managing opportunities from initial outreach through subscription and funding. Develop and prioritize a healthy pipeline of prospective investors using CRM tools while providing regular reporting on sales activity and fundraising results. Drive adoption of GCM Grosvenor's evergreen and closed-end investment strategies by partnering with wealth platforms through due diligence, onboarding, and advisor engagement initiatives. Serve as the primary business development representative for the West Coast or Southeast region, executing territory plans to expand market presence and achieve fundraising objectives. Build long-term relationships with key strategic partners while identifying opportunities to increase allocations to alternative investments. Gather market trends, competitive insights, and investor feedback to support product positioning and future strategic initiatives. Represent the firm at conferences, educational events, and industry forums to strengthen its presence within the private wealth marketplace.
Required Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related discipline
- 8+ years of experience within financial services
- at least 4-6 years focused on alternative investments, private wealth distribution, investor relations, or capital raising
- Demonstrated ability to manage sales opportunities through CRM platforms while using pipeline analytics to inform territory planning and execution
- Excellent communication and presentation skills, with the ability to explain sophisticated investment strategies to financial advisors, family offices, and other investor audiences
- Working knowledge of the regulatory environment governing the distribution of private market investments within the wealth management channel
- Self-starter with a collaborative mindset who is comfortable operating in a high-growth, entrepreneurial organization
- Strong financial and analytical capabilities, including the ability to discuss investment strategies, performance metrics, portfolio construction, and quantitative analyses with sophisticated investors
- Established relationships within the RIA, Family Office, and/or Independent Broker-Dealer communities
- Track record of delivering exceptional client service while cultivating and expanding long-term investor relationships
- Experience coordinating complex fundraising initiatives involving multiple internal stakeholders and managing opportunities from origination through close
- Ability to engage advisors and investment professionals in discussions regarding alternative investment solutions, portfolio construction, market trends, and investment strategy positioning
- Candidates should be based in Los Angeles, Florida, North Carolina, or Atlanta
Desired Qualifications
- Advanced credentials such as an MBA, CFA, CAIA, or CPA
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