VP, Private Wealth LATAM Growth & Relationships

CFA Institute; Miami (FL); On-site; USD 220,000 - 230,000; Full time

Benefits offered by this job

Comprehensive health benefits

401(k) plan

Paid time off

Discretionary bonuses

Equity compensation possible

Job summary

CFA Institute seeks a Vice President for Blackstone Private Wealth based in Miami, Florida. The role involves managing relationships with financial institutions and leading business development initiatives, particularly in the Latin American market.

Ideal candidates will have a bachelor's degree in Finance, extensive experience in asset management, and relevant licenses such as FINRA 63 and 7. The compensation package includes a competitive salary between $220,000 and $230,000, along with comprehensive health benefits.

Qualifications

• Bachelor's degree in Finance, Economics, or a related field required.
• FINRA 63 and 7 license required.
• CFA charterholder/designation required.
• Minimum of 4 years of experience in asset management.
• Experience in client coverage in the Latin American market.

Responsibilities

• Cultivate and manage relationships with high-value financial institutions.
• Direct delivery of investment capabilities to clients.
• Lead business development initiatives and mentor junior staff.
• Expand firm's footprint in Latin America with new business relationships.
• Produce tailored educational content and market insights.

Skills

Client relationship management

Business development

Market insights

Financial analysis

Using Microsoft Excel

Using Salesforce CRM

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Salesforce CRM

Job description

CFA Institute seeks a Vice President for Blackstone Private Wealth based in Miami, Florida. The role involves managing relationships with financial institutions and leading business development initiatives, particularly in the Latin American market.

Ideal candidates will have a bachelor's degree in Finance, extensive experience in asset management, and relevant licenses such as FINRA 63 and 7. The compensation package includes a competitive salary between $220,000 and $230,000, along with comprehensive health benefits.