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Vice President, Client Relationship Manager (Canada Coverage)

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The Carlyle Group

1mo ago

  • Job
    Full-time
    Senior Level
  • Customer Relations
    Sales & Business Development
  • Toronto, +17

AI generated summary

  • You need a Bachelor's, Series 7 & 63 licenses, 8+ years in Financial Services, strong client relations, CRM proficiency, travel willingness, and excellent interpersonal skills.
  • You will build and strengthen investor relationships, execute business plans, conduct meetings, capture sales data, manage resources, and collaborate with teams to enhance client engagement.

Requirements

  • Requirements
  • Education & Certificates
  • Relevant Series licenses (7, 63)
  • Bachelor's degree is required.
  • Professional Experience
  • Minimum of 8 years' experience in Financial Services, with a majority of those years servicing investors in a sales, fundraising and/or business development capacity.
  • Demonstrated track record of exceeding performance expectations.
  • Existing knowledge of and relationships with relevant investor community.
  • A strong understanding of financial markets and experience with Alternative Asset Management strategies.
  • Strong proficiency in CRM software, DealCloud is preferred.
  • Advanced Microsoft Office (including Excel and PowerPoint) skills required.
  • Demonstrated ability to work effectively both independently and as part of a team.
  • Competencies & Attributes
  • Willingness to travel frequently.
  • Ability to successfully navigate in an environment where projects and tasks do not have a clear path to completion and innovation is required to accommodate all stakeholders' preferences.
  • High level of comfort with decision-making.
  • Work well in a deadline-driven, results-oriented environment.
  • Easily transition between high-level and more detailed projects.
  • Strong written and interpersonal skills
  • Strong organizational and detail-orientation skills.

Responsibilities

  • Building, cultivating and strengthening relationships with institutional investors throughout Canada and securing capital commitments to Carlyle strategies.
  • Developing and executing Business Plans to engage existing and new relationships in the region.
  • Proactively seek and support the development of new initiatives with target firms to enhance Carlyle's success and market presence.
  • Conduct one-on-one meetings, group presentations and client meetings/events.
  • Remain abreast of industry/market trends and developments while maintaining sound working knowledge of Carlyle's products and services.
  • Capture all activity and sales-related data in CRM system (DealCloud).
  • Effectively manage firm resources, which involve travel expenses, and entertainment budget.
  • Work in partnership with senior Investor Relations professional in Canada to synergize client service efforts in the region.
  • Collaborate with colleagues across Investor Relations, Fund Management, Legal & Compliance as well as the investment teams to ensure full coordination and implement best practices and lessons learned from prior initiatives.
  • Focus on establishing relationships with new investors and deliver the firm to them.

FAQs

What is the primary focus of the Vice President, Client Relationship Manager position at Carlyle Group?

The primary focus is on the distribution of Carlyle's offerings to institutional investors throughout Canada, including relationship management and marketing of various funds.

What qualifications are required for this position?

A Bachelor's degree is required, along with relevant Series licenses (7, 63), and a minimum of 8 years' experience in Financial Services.

What types of investor relationships does the Vice President, Client Relationship Manager work with?

The position involves building relationships with a range of institutional investors, including public and private pension funds, sovereign wealth funds, unions, and corporations.

Is prior experience in Private Equity or Alternative Asset Management necessary?

Yes, the candidate should have existing knowledge of and relationships within the relevant investor community, along with a strong understanding of financial markets and Alternative Asset Management strategies.

What tools or software proficiency is expected for this role?

Proficiency in CRM software, preferably DealCloud, as well as advanced skills in Microsoft Office, particularly Excel and PowerPoint, are required.

Will the Vice President, Client Relationship Manager be required to travel?

Yes, the role requires a willingness to travel frequently as part of client relationship management efforts.

How does the Carlyle Group support diversity and inclusion in the workplace?

The Carlyle Group emphasizes diversity as a key driver of performance and success, promoting the assembly of leadership teams with diverse perspectives to enhance value creation.

Are there any specific personal attributes that would be beneficial for this role?

Strong written and interpersonal skills, organizational ability, detail orientation, and the capacity to navigate a fast-paced, results-oriented environment are beneficial attributes for this position.

What type of internal collaboration is expected from the Vice President, Client Relationship Manager?

The role involves collaboration with colleagues across Investor Relations, Fund Management, Legal & Compliance, and investment teams to ensure coordination and implement best practices.

What is the process for submitting applications for this position?

Due to high candidate volume, only those selected for interviews will be contacted by The Carlyle Group.

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The Carlyle Group

Carlyle is a global investment firm with $373 billion of assets under management.

Venture Capital & Private Equity
Industry
1001-5000
Employees
1987
Founded Year

Mission & Purpose

Carlyle (NASDAQ: CG) is a global investment firm with deep industry expertise that deploys private capital across three business segments: Global Private Equity, Global Credit and Global Investment Solutions. With $381 billion of assets under management as of March 31, 2023, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies and the communities in which we live and invest. Carlyle employs more than 2,200 people in 29 offices across five continents.

Culture & Values

  • Strive to Excel

  • Deliver for the Firm

  • Challenge the Status Quo

  • Leverage Diverse Perspectives