Fund Sales (RIA channels)

As a Fund Sales professional at Faes & Co, your primary responsibilities will include driving sales efforts through the RIA and wealth manager channels, building and nurturing relationships, and converting those connections into investment opportunities. You'll need to gain an in-depth understanding of our Faes & Co Income Fund strategy and market landscape to effectively communicate our offerings and provide best-in-class service to our investors.

Candidates applying for the Fund Sales position at Faes & Co should have at least three years of experience in fund sales, specifically targeting RIAs and wealth managers. A strong grasp of the alternative investment landscape is essential, along with excellent communication skills and the ability to work independently. Experience with cloud-based business tools and familiarity with CRM platforms like Hubspot would be advantageous.

The culture at Faes & Co is vibrant and supportive, encouraging a hard-working and entrepreneurial spirit. We value individuals who have a 'can-do' attitude and are willing to actively engage with the business. You’ll find a collaborative atmosphere where team members share knowledge and assist each other, promoting personal and professional development.

Fund Sales professionals at Faes & Co receive a competitive salary commensurate with experience, along with commission opportunities. Our benefits package includes employer-sponsored 401(k) contributions, medical insurance, 10 days of paid holiday, and a friendly work environment that features unlimited snacks and weekly lunches, enabling a healthy work-life balance.

At Faes & Co, we are committed to supporting the growth and development of our Fund Sales team by providing ongoing training, access to the latest business tools, and a collaborative environment where knowledge sharing is encouraged. You’ll have the opportunity to learn from experienced fund operators and gain insights into effective sales strategies in the alternative investment sector.

When building relationships with RIAs and wealth managers, I focus on understanding their specific needs and investment goals. Active listening and open communication are key to making valuable connections. I also keep current on market trends and regulatory changes to provide relevant insights that align with their investment strategies.

Some successful strategies I've employed include leveraging personal networks to connect with potential investors, using data analytics to identify target demographics, and tailoring presentations to highlight how our fund aligns with their investment preferences. Continuous follow-up and personalized communication go a long way in maintaining engagement.

The Faes & Co Income Fund's strategy focuses on real estate bridging loans, which are short-term loans secured by real estate assets. This allows our investors to achieve asset-backed returns, and I appreciate how this strategy aims to provide consistent income while capitalizing on the growing demand for real estate lending solutions.

In a fast-paced sales environment, I prioritize my tasks by assessing deadlines and the significance of each opportunity. Creating a detailed to-do list and using project management tools helps me stay organized. I focus on high-impact activities, like preparing for key meetings and following up with warm leads, to drive results efficiently.

I use various tools to manage my sales process effectively, including CRM platforms like Hubspot for tracking leads and client interactions, Google Business Apps for collaboration, and communication tools such as Slack for quick correspondence with my team. These tools help streamline workflows and ensure that I stay connected to my prospects.

Staying updated on industry trends requires a proactive approach. I regularly read financial news, subscribe to relevant publications, and attend industry events or webinars. Networking with other professionals also provides valuable insights that help shape my understanding of the current market landscape.

In one challenging sales situation, I encountered skepticism from a potential investor about the fund's performance. I addressed this by providing them with detailed case studies of past successful investments and arranging a meeting with a satisfied client who shared their positive experience. This helped build trust and ultimately led to a successful conversion.

I am drawn to Faes & Co for its innovative approach in the emerging funds space, especially with the Faes & Co Income Fund's focus on real estate lending. The opportunity to work with a talented and experienced team that values hard work and collaboration aligns with my own professional goals and values.

I believe that the Faes & Co Income Fund's niche focus on real estate bridging loans and its commitment to offering stable, asset-backed returns truly sets it apart. Additionally, our firm's strong track record in building large funds platforms and fostering meaningful investor relationships enhances our competitive edge in the market.

Success in the Fund Sales role can be measured by several key performance indicators, including the number of new accounts opened, the total amount of assets raised, and the strength of relationships built with RIAs and wealth managers. Regularly assessing these metrics allows for continuous improvement and adaptation of my strategies.