Client Relationship Manager, RIA Global Wealth

The Client Relationship Manager at Carlyle will focus on building and maintaining relationships with Registered Investment Advisors and Multi-Family Offices in the Southwest region. This role involves a mix of sales, client meetings, and strategy development to enhance Carlyle’s market presence. The ideal candidate will have a strong background in the family wealth industry and a proven track record in sales.

What You’ll Do

• Build and maintain relationships with RIAs and MFOs in your region
• Conduct meetings and presentations to clients
• Develop strategies to grow sales and market presence
• Collaborate with your team and provide mentorship

What You Need

• College degree required
• FINRA Series 7 and 63 required
• 8+ years of experience in external sales
• Experience in the family wealth industry with established RIA relationships
• Strong communication and interpersonal skills
• Detail-oriented and organized self-starter

What You’ll Love

• Competitive salary with a comprehensive benefits package
• Opportunity to work remotely
• Incentive programs based on performance
• Supportive company culture focused on diversity and inclusion

About the Firm

• The Carlyle Group is a global investment firm with $477 billion in assets
• Founded in 1987, it has grown to be one of the largest investment firms
• Operates in 27 offices worldwide
• Focuses on connecting people, ideas, and capital for growth