RIA Private Wealth Sales Strategist

Hines; Houston (TX); Hybrid; USD 140,000 - 165,000; Full time

Job summary

Hines is seeking an Internal Sales - RIA Distribution professional to drive sales and AUM growth across large RIAs and RIA aggregators within the Private Wealth Solutions platform. The role blends advisor-facing engagement, investment-oriented consultation, data-driven territory planning, CRM discipline, and cross-functional collaboration.

You will partner with the Senior Director - Private Wealth Solutions and the U.S.

Qualifications

• Bachelor's degree required.
• SIE, Series 7, and Series 63 required or expected.
• CAIA, CIMA, CFP, CFA, or other investment designation preferred.
• Five+ years in financial services or related roles.
• Experience with RIAs and financial intermediaries preferred.

Responsibilities

• Develop RIA-focused business plans and relationship strategy.
• Engage advisors via email, phone, Zoom, and in-person meetings.
• Build relationships with centers of influence across RIAs and aggregators.
• Partner with Senior Director and PWS team to prioritise opportunities.
• Prepare advisor-facing presentations and due diligence discussions.
• Provide education on private real estate, REITs, and evergreen solutions.
• Analyze data to identify growth opportunities and risks.
• Maintain CRM records of interactions and opportunities.
• Monitor territory performance and adjust coverage strategy.

Skills

Consultative selling

Relationship management

CRM experience

Financial markets knowledge

Travel flexibility

Education

Bachelor's degree

SIE license

Series 7 license

Series 63 license

CFP/CFA preferred

Tools

CRM software

Job description

Hines is seeking an Internal Sales - RIA Distribution professional to drive sales and AUM growth across large RIAs and RIA aggregators within the Private Wealth Solutions platform. The role blends advisor-facing engagement, investment-oriented consultation, data-driven territory planning, CRM discipline, and cross-functional collaboration.

You will partner with the Senior Director - Private Wealth Solutions and the U.S.