The Business Development Group at FS investments is responsible for raising capital, fostering key relationships and building the FS brand through multi-channel distribution efforts across national / wirehouse firms, regional independent broker dealers, and registered investment advisors (RIAs).
The Business Development Group is seeking an accomplished and dynamic executive to lead our capital raise efforts as the Divisional Director for the Western region of the United States. The ideal candidate will have extensive experience in sales leadership, with a proven track record of success in the region.In this role, the ideal candidate will accelerate sales growth of FS investment products by facilitating expanded access to top-producing financial advisor teams and key home-office / field-level centers of influence (COIs) across national / wirehouse firms, regional independent broker dealers, and RIAs.
The ideal candidate is expected to cultivate relationships with the most influential wealth management leaders and producers in the industry. This position entails close collaboration with other C-suite level executives at FS Investments to ensure alignment of sales strategies with overarching business objectives. Ideally, the candidate will be based in a major city within the Western region of the United States.
The successful candidate is expected to:
- Develop and optimize top-down (i.e., COI) and bottom-up (i.e., financial advisor) relationships in the Western region.
- Identify key business opportunities and provide strategic support to FS Regional Directors in enhancing connectivity, driving sales, and fostering FS brand loyalty.
- Facilitate connections between FS Regional Directors and prominent financial advisor teams (AUM $1B+) through strategic in-person visits to territories and meetings at home offices.
- Organize and host high-end events aimed at top producing financial advisors and COIs to further showcase FS Investments' offerings
- Collaborate with National Accounts and create opportunities to cultivate business at all levels within focus firms
- Work with sales management to enhance and identify training needs and coaching opportunities for sales team.
- Solicit input from Regional Directors, National Accounts and financial advisors to develop strategies to improve sales, support and education with all channels.
Qualifications:
- 20+ years of Wealth Management, Private Wealth Management or Asset Management sales and relationship management experience, a minimum of 10 years management experience in the Western United States.
- Series 7, 63 licensing required. Ability to obtain Series 65 and 24 licensing.
- CIMA, CAIA or CFA a plus.
- Executive presence with the ability to effectively represent the company and build the brand.
- Willingness to travel extensively within the region as required.
- Exceptional leadership, communication, and interpersonal skills.
- Strong business acumen and demonstrated proficiency in general business disciplines.
- Strong working knowledge of regulatory (FINRA, SEC, etc.) rules.
- Strong verbal communication skills and solid presentation skills.
- Superior relationship management skills.
- Ability to synthesize and present complex information in a way that ensures understanding.
- Ability to operate and manage comfortably and effectively in a fast-paced, highly-matrixed team environment.
- Strong needs based, consultative selling and relationship building skills.
FS Investments: 30 years of leadership in private marketsFS Investments is an alternative asset manager dedicated to delivering attractive returns across private equity, private credit and real estate. Following its 2023 acquisition of Portfolio Advisors, FS Investments now manages over $75 billion for both institutional and wealth management clients around the world, drawing on 30 years of experience and more than 500 employees operating across nine global offices.The firm’s investment professionals manage a wide range of differentiated strategies across private markets and collectively manage relationships with 300+ sponsors.
FS Investments’ active partnership model creates a virtuous cycle of superior market insights and deal flow, which inform the underwriting process and help to generate strong returns.
FS is an Equal Opportunity Employer.
FS Investments does not accept unsolicited resumes from recruiters or search firms. Any resume or referral submitted in the absence of a signed agreement is property of FS Investments and no fee will be paid.
