Associate, Private Wealth, National Accounts (Canada)
Carlyle Investment Management, LLC

New York, New York

Position Summary

Carlyle Private Wealth (CPW) is a global team chiefly responsible for developing, structuring, and maintaining collaborative partnerships with wealth managers.

The National Accounts Director will be responsible for developing, building, and fostering limited partner relationships throughout the wealth management investment community in Canada (across all regions). This individual will identify new opportunities at banks, wealth managers, multi-family offices and custodians in an effort to distribute Carlyle product offerings on their respective platforms. The candidate will systematically map and target investors not presently invested with Carlyle, as well as work to enhance the relationships with the firm's existing Canadian wealth management clients.

The ideal candidate will bring deep experience and relationships throughout Canada, with a proven track record of fundraising from clients across all channels of wealth management.

Key Duties/Responsibilities

  • Achieve Key Performance Metrics set forth by CPW leadership. Primary responsibility is to drive sales to achieve annual growth and fundraising goals for Carlyle Private Wealth
  • Develop, build, and foster relationships with key stakeholders at partner firms; responsible for developing a deep understanding of our client's needs, including products, structures, fees, and industry trends
  • Develop and manage relationships with Centers of Influence (COI) at all our key wealth management clients and prospects while maintaining a long-term business perspective and a consultative approach
  • Consistently maintain feedback loop with CPW leadership and the broader IR team
  • Work with various internal teams (Central Investor Relations, Legal, Compliance, Fund Management, Tax, Accounting, etc.) team to effectively represent and communicate the firm's value proposition and firm activity to current and prospective Limited Partners
  • Participate in client meetings to present the Firm's funds, products and capabilities
  • Track and monitor key business metrics across the Canadian footprint
  • Assist in the development of sales strategy and product launch plans for the Americas
  • Work directly with the Wealth Management and Family Wealth teams to drive successful adoption of Carlyle's products across the wealth management channel in Canada
  • When applicable, attend industry functions, such as association events and conferences, and provide information on market and creative trends
  • Execute on KPIs and OKRs, which will be developed by CPW leadership and shared broadly with Carlyle senior management


Knowledge and Experience:
  • Excellent sales, communication, organizational and leadership skills including strong aptitude for interfacing with executives at our partner firms
  • Deep understanding of the wealth management industry, including knowledge of financial intermediaries and financial advisors
  • Experience in distribution of alternative products and structures in the Canadian market - especially semi-liquid offerings
  • Strong working knowledge of macroeconomics, asset allocation, fixed income, equity, and alternatives markets
  • Strong interpersonal, facilitation and presentation skills
  • Easily adaptable - must be able to process large volume of information and manage competing priorities
  • Comprehensive knowledge of competitive landscape of the alternative investment marketplace in Canada
  • Bachelor's degree with 5+ years of financial services industry experience with a focus on Canadian alternative product origination and sales support
Position Specific Technical Requirements:
  • Proficiency with Microsoft Office Skills especially Word, Excel, and PowerPoint.
  • Proficiency in French language a plus

Company Information

The Carlyle Group (NASDAQ: CG) is a global investment firm with $301 billion of assets under management and more than half of the AUM managed by women, across 456 investment vehicles as of December 31, 2021. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 1,800 professionals operating in 26 offices in North America, South America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Investment Solutions - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation.

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