RIA Private Wealth Solutions Specialist

Hines; New York (NY); Hybrid; USD 105,000 - 115,000; Full time

Job summary

Hines is seeking an Internal Sales - RIA Distribution professional to strategically grow the Private Wealth Solutions platform across large RIAs and aggregator channels. You will support the Senior Director and broader team with engagement, product positioning, and compliant sales execution.

You will develop advisor relationships, analyze market trends, and drive opportunities through CRM discipline, meetings, and thought leadership while coordinating with cross-functional partners.

Qualifications

• Bachelor's degree required.
• SIE, Series 7, and Series 63 required or expected to be obtained within an approved time frame.
• CAIA, CIMA, CFP, CFA, or other investment-related designation preferred.
• Five or more years of experience in financial services or related roles.
• Experience with financial advisors, RIAs, RIA aggregators, broker-dealers, or wealth platforms preferred.

Responsibilities

• Develop and maintain RIA-focused business plans and go-to-market priorities.
• Generate ongoing touchpoints via email, phone, Zoom, and in-person meetings with clients and internal stakeholders.
• Build relationships with RIAs, aggregators, advisors, gatekeepers, and decision-makers to expand market share.
• Coordinate with senior leadership to prioritize opportunities and execute engagement strategies.
• Deliver advisor-facing presentations, market updates, and due-diligence discussions.

Skills

Relationship management

Consultative selling

Presentation skills

Communication

Strategic planning

Education

Bachelor's degree

Tools

CRM systems

Microsoft Office

Investment analytics tools

Job description

Hines is seeking an Internal Sales - RIA Distribution professional to strategically grow the Private Wealth Solutions platform across large RIAs and aggregator channels. You will support the Senior Director and broader team with engagement, product positioning, and compliant sales execution.

You will develop advisor relationships, analyze market trends, and drive opportunities through CRM discipline, meetings, and thought leadership while coordinating with cross-functional partners.