Private Wealth Director

Company: Hines
Location: Houston
Posted on: April 3, 2025

Job Description:

OverviewWhen you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company's esteemed annual list of the World's Most Innovative Companies, as well as recognition as one of U.S. News & World Report's Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines.ResponsibilitiesAs a Private Wealth Director with Hines, you will develop and execute sales plans to increase sales revenue and market share within assigned firms/institution/territory. Partnering with a Private Wealth Regional Director and Private Wealth Consultant, the Director will be responsible for building relationships and raising capital through financial intermediaries in the RIA, Wire/Bank and Broker-dealer channels.

• Increase penetration in territory by optimizing and growing relationships within existing firms/institutions, primarily through virtual wholesaling via Zoom/Teams, with occasional travel in territory.
• Cultivate, manage, and maintain firm/institution client relationships within assigned territory.
• Increase/gain awareness of Hines products and services with firms and/or institutions within assigned territory.
• Develop and execute plans to select appropriate key partners to promote Hines products/services and optimize sales effectiveness.
• Maintain activity and productivity goals set by managing Director - Internal Sales.
• Provide presentations, information, education, training, and advice on company's products and services to assigned firms/institutions.
• Provide sales support tools, sales and marketing ideas on Hines products/offerings to assigned firms/institutions and advisors.
• Develop and maintain collaborative relationships with Regional Leader and Internal Wealth Consultant to achieve sales objectives.
• Identify and communicate any potential conflicts regarding Hines products/services.
• Maintain sales call data in appropriate CRM systems.
• Maintain knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assess the impact, and collaborate with Regional Leader and management to incorporate new trends and developments in current and future solutions.
• Develop and maintain a strong understanding of Hines products, services and operational structure to enhance ability to identify and target sales growth opportunities for his/her assigned area(s) of responsibility.
• Develop business on behalf of Hines in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.
• Build and maintain strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for his/her assigned area(s) of responsibility.
• Identify and recommend management process improvements that reduce workloads or improve quality for his/her assigned area(s) of responsibility.
• Be a leader and mentor for the Internal desk.QualificationsMinimum Requirements include:
  • Bachelor's degree from an accredited institution required.
  • Five or more years of experience in Financial Services Sales, preferred, that directly aligns with the specific responsibilities for this position.
  • Series 7 & 63 is strongly preferred.
  • Demonstrated track record of consistently meeting and/or exceeding performance expectations.
  • Experience in the RIA, wire and b-d channels preferred.
  • Proficiency in Financial Services Sales, Wholesaling, Alternative Products, Relationship Management.
  • Demonstrate strong initiative and ability to work independently.
  • Superb communication skills both oral and written.
  • Possesses a bias for action and avoids workplace distractions.
  • Drives performance targets to completion.
  • Some client entertainment is required.
  • Work overtime as business needs deem appropriate.
  • Occasional travel is required.ClosingAt Hines, we strive for excellence as a leading global real estate investment manager, driven by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion of assets across such property types as living, office, retail, mixed-use, logistics and life science projects - all designed to enhance value, connection and inspiration. Our strategic approach integrates local expertise with global knowledge, taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients' needs.While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people, offering comprehensive training, competitive compensation, robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team, we cultivate an inclusive environment where everyone, including our clients, can thrive.Hines is proud to be named to Fast Company's prestigious annual list of the World's Most Innovative Companies for 2024.We are an equal opportunity employer and support workforce diversity.No calls or emails from third parties at this time please.
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Keywords: Hines, Houston , Private Wealth Director, Executive , Houston, Texas