RIA Private Wealth Inside Sales Specialist

Hines

Houston (TX)

Hybrid

USD 105,000 - 115,000

Full time

14 days+

Application generator

Stand out for this role — generate a tailored resume and cover letter in about a minute.

Get past ATS filters

Job summary

Hines in Houston seeks an ambitious Internal Sales - RIA Distribution to advance private wealth growth through strategic advisor engagement, market positioning, and data-driven territory planning. You will partner with the Senior Director and cross‑functional teams to win large RIAs and aggregators, deliver compelling presentations, and ensure compliant, consultative opportunities.

The role requires travel, strong CRM discipline, and the ability to translate complex investment concepts for

Qualifications

Bachelor's degree from an accredited institution required.
SIE, Series 7, and Series 63 required or to be obtained within an approved time frame.
CAIA, CIMA, CFP, CFA, or other investment-related designation preferred.

Responsibilities

Develop, maintain, and refine RIA-focused business plans, including advisor segmentation and go-to-market priorities.
Generate and maintain touchpoints with clients and internal stakeholders via email, phone, Zoom, and in-person meetings.
Build consultative relationships and expand market share with RIAs, RIA aggregators, financial advisors, gatekeepers, and other decision-makers.
Partner with leadership to prioritize opportunities, coordinate meetings, and execute engagement strategies.
Prepare and deliver advisor-facing presentations, market updates, due diligence discussions, and portfolio positioning materials.