Vice President, Private Banker – Alternative Investments

Overview

The global Assets under Management (AuM) market is set to grow to $145.4 trillion in 2025, up from US$84.9 trillion in 2016, making it one of the fastest growing segments in this space.

At BlueCrown, the people here don’t just manage clients' money – they build a vision that can inspire clients to transform the way they invest. They deliver exceptional client service, operational excellence, commitment to integrity, and a winning culture. Every day, each of us contributes with purpose and passion for what we do best and what we believe matters most. Our purpose has always been the same – to help more people experience financial well-being.

The sales and business development team at BlueCrown is the face of our organization on the front line, generating the revenue necessary to drive our ongoing development of investment products and services. This, in return, enhances the financial well-being of millions of people around the world. Explore our shared values and you’ll see what’s possible when personal and professional values align.

As a private banker you are responsible for fundraising across alternative investments, lead investor relations, and develop new business development by building and leveraging relationships with the largest private banks in the world.

This is a remote or hybrid role. Travel is required. Expect 40% domestic travel.

Responsibilities

• Manage, maintain, and develop strong relationships with financial advisors by earning trust and collaborating to build alternative investments portfolios for their clients.
• Fundraise substantial capital across private markets in partnership with advisors by acquiring new assets from both existing clients and new client acquisition.
• Work closely with advisors’ salesforces to capture their engagement and align them with BlueCrown’s investment strategies and sales programs, driving the growth of alternative investments in their territory.
• Capture the hearts and minds of financial advisors’ sales teams using training, tools, and incentives to promote our investment funds sales over competitor products.
• Review and evaluate deals with analysts and the investment team to support informed decisions.
• Strictly adhere to regulatory guidelines and participate in SEC-mandated fund requirements.
• Develop a prospecting strategy for all customers in the respective region and market, including researching the customer base, using market data effectively, outbound calling campaigns, email campaigns, and in-person territory meetings.
• Create new business development opportunities such as partnerships, identify and drive revenue-generating initiatives, and expand market presence across banking.
• Oversee marketing initiatives, including creating marketing collateral and collaborating with management to develop and implement new strategies.
• Lead and oversee all investor relations activities, including communication, investor engagement, regulatory compliance, and submission of reports.

What You Bring

At the end of the day, we have to deliver outstanding performance on behalf of our investors. To ensure the most ideas become a reality, you recognize perspectives, patiently listen to every detail, and commit to what is right in order to move us forward.

You have an entrepreneurial mindset and are looking to constantly challenge yourself every day.

You build meaningful relationships and partner effectively with all levels of management. You are trusted and comfortable in tough situations, able to settle disputes, negotiations, and contracts to deliver outcomes and results.

Your engagement style is highly collaborative and inclusive, seeking to deliver superior outcomes regardless of boundaries or setbacks.

You see the world through the eyes of the customer by understanding their business needs, challenges, and concerns.

Due to changing priorities or a final push to meet a quarterly forecast, you face the daily challenge of where to focus your time and energy. You have a don’t give up attitude and finish, especially in the face of resistance or setbacks. You seize every opportunity and influence others to reach their goals along the way. You consistently exceed customer expectations and capture the heart and mind of our partners, enabling them to tell our story on our behalf.

Qualifications

Compensation & Benefits

The base pay for this role is $130,000 – $200,000, determined within this range. BlueCrown operates a pay-for-performance compensation philosophy. Your base pay will depend on your skills, qualifications, experience, and location. This provides the opportunity to progress as you grow and develop within the role. You’ll also receive benefits, including comprehensive medical and dental coverage, and retirement benefits. Additionally, this role might be eligible for performance bonuses as well as relocation assistance.