Private Wealth, Regional Senior Market Leader - Principal

For our client, we are seeking a Private Wealth, Regional Senior Market Leader - Principal to join the team of a leader in the Enterprise Technology space. This role will lead regional private wealth efforts, with a focus on building relationships across financial advisors and national broker dealers and wirehouses. The position will drive capital raising, asset growth, and client retention through a disciplined sales approach and strong market engagement. You will also partner closely with the broader market team to execute regional priorities, support onboarding, and strengthen advisor relationships. Location: Remote - US based candidates only, no visa sponsorship available Compensation: $200,000+ annually Responsibilities Conduct proactive sales calls and campaigns to promote the company's products to private wealth investors Raise and retain assets under management through direct outreach and meetings Develop and execute a strategic business and sales plan tailored to the region Stay informed on market, investor, and advisor trends to enhance engagement Support and lead efforts collaboratively within the market team Facilitate onboarding of new clients while nurturing existing relationships Qualifications 10+ years of total experience in financial services or a related field Proven track record of capital raising from financial advisors in national broker dealers and wirehouses Expertise in alternative investments and private market strategies In-depth knowledge of US regulatory environments and sales navigation Strong ability to work with evolving product offerings Excellent written and verbal communication skills for diverse audiences Outstanding time management and prioritization skills Demonstrated work ethic with strong motivation to succeed and adapt Willingness to travel frequently for client meetings Familiarity with leveraging AI tools for sales efficiency Benefits Health, dental and vision insurance 401(k) retirement plan Flexible Spending Accounts for healthcare and dependent care Short Term and Long Term Disability insurance Family Planning Support initiatives Paid Time Off and leave of absences Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.