VP, Private Wealth Strategic Partnerships

LaSalle Investment Management; Colorado; Presencial; USD 135 000 - 150 000; Tempo integral

Resumo da oferta

LaSalle Investment Management is seeking a Strategic Partnerships professional to support the Head of Strategic Partnerships and grow private wealth distribution relationships across Tier 1–3 firms. The role educates on Alternative Investments and Private Real Estate, supports PWG offerings, and collaborates with marketing, sales, due diligence, legal and operations.

Requires 5–7 years in financial services, Series 7/63, and Salesforce experience.

Qualificações

• 5-7 years of financial services experience with a focus on national accounts/strategic partnerships or intermediary distribution preferred.

Responsabilidades

• Support relationship management for Tier 1 and Tier 2 strategic relationships; primary relationship manager for several Tier 2 and Tier 3 relationships; support coverage of fintech platform partners (CAIS, iCapital, Subscribe).
• Be a key resource for each firm’s research and due diligence team, relationship manager, compliance and legal team, operations and external and internal sales team.
• Coordinate activity between LaSalle and the selling group firm.
• Support ongoing efforts to stay in front of client firms, find ways to increase sales, get additional products approved and strengthen the overall relationship.
• In person and virtual meetings and calls; prepare and deliver quarterly sponsor reviews to current clients.
• Coordinate and attend industry conferences; educate advisors on LaSalle/JLL and real estate; promote available product offerings.
• Provide sales team information on selling group firms and their advisors; distribution guide; platform and research information; recap of conferences.
• Data analysis and AI-enabled efficiency: review client firm data; utilize Salesforce reports; leverage AI tools to streamline reporting, meeting prep and research; identify opportunities to apply data analysis and AI to improve SPG processes and client insights.

Conhecimentos

Relationship management

Cross-functional collaboration

Communication skills

AI tools in a professional context

Series 7 & 63 licenses

Formação académica

Bachelor’s degree in business or related field

Ferramentas

Salesforce

Descrição da oferta de emprego

LaSalle Investment Management is seeking a Strategic Partnerships professional to support the Head of Strategic Partnerships and grow private wealth distribution relationships across Tier 1–3 firms. The role educates on Alternative Investments and Private Real Estate, supports PWG offerings, and collaborates with marketing, sales, due diligence, legal and operations.

Requires 5–7 years in financial services, Series 7/63, and Salesforce experience.