Regional Private Wealth Sales Director — Alternatives (Remote)

Grove Lane Partners; Poland; Remote; PLN 653,000 - 933,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Job summary

Grove Lane Partners is seeking an experienced Regional Salesperson to drive business development and fundraising across the West Coast or Southeast, servicing RIAs, family offices, and independent broker-dealers.

This role requires building a strong pipeline, coordinating with investment and marketing teams, and representing the firm at industry events to expand private wealth distribution.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related discipline.
• MBA, CFA, CAIA, or CPA credentials are considered a plus but not required.
• 8+ years in financial services, including 4–6 years in alt investments/private wealth/capital raising.
• Strong CRM usage and pipeline analytics to inform territory planning and execution.

Responsibilities

• Lead capital raising across RIA, Family Office, and IBD channels from outreach through subscription and funding.
• Develop and maintain a healthy investor pipeline with CRM tools and regular reporting.
• Drive adoption of alternative investment strategies with advisor engagement and platform onboarding.

Skills

CRM usage

Pipeline analytics

Communication

Presentation

Industry knowledge

Relationship building

Education

Bachelor's degree in Finance, Economics, Business, or related discipline

MBA/CFA/CAIA/CPA credentials (preferred)

Tools

CRM software

Job description

Grove Lane Partners is seeking an experienced Regional Salesperson to drive business development and fundraising across the West Coast or Southeast, servicing RIAs, family offices, and independent broker-dealers.

This role requires building a strong pipeline, coordinating with investment and marketing teams, and representing the firm at industry events to expand private wealth distribution.