Beacon Talent

Oct 25, 2024
Beacon Talent Dallas, TX, USA
Are you a seasoned financial sales professional with experience selling into RIA’s, Family Offices and Wealth Managers? Are you a proven fundraiser who thrives in a dynamic, growth-oriented and entrepreneurial environment with uncapped earning potential? If so, we have an exciting opportunity for you!   Our Client: Rapidly growing 3rd party distributor with a product line spanning; mutual funds, alternatives and unique private credit funds is looking to expand their coverage in the Dallas / Ft.Worth area. The team is looking for a Regional Director with strong RIA, Family Office and Private Wealth relationships to take over this existing territory and expand the firms footprint.  About the role:  As a Regional Director, your primary focus will be on building assets, enhancing firm profitability, and elevating brand value by nurturing strategic investor relationships. You'll follow a consultative fundraising model, delivering differentiated private...
Oct 15, 2024
Beacon Talent New York, NY, USA
Our Client is a r apidly growing 3rd party distributor with a financial product line spanning; ETFs, Mutual Funds, Alternatives and Unique Private Credit offerings. The team is looking for a for seasoned External Wholesaler to take over an existing territory. We are looking experienced sales professionals and fundraisers with proven distribution and relationships selling financial solutions into RIA’s and/or Family Offices. Responsibilities: Cultivate and nurture relationships with investors, specifically RIAs, wealth managers, and family offices, to secure capital within your designated territory. Educate financial advisors on the benefits of our client's products and services through presentations, meetings, seminars, and conferences. Develop and execute business plans to achieve fundraising goals. Maintain an organized database of current and prospective investor relationships. Collaborate closely with the fundraising team to follow up on...