Managing Director – Head of Strategic Accounts (Private Wealth Solutions)

Location US-NY-New York
Job ID
Investment Management
Location : Location
US-NY-New York


When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most Innovative Companies for 2024. Discover endless opportunities to grow and make your mark at Hines.


Hines PWS Strategic Accounts team markets Hines’ investment products and services to the home office professionals of wirehouse, private bank, independent broker-dealer and large RIA / RIA aggregator channels. The focus is on building and maintaining long-term client relationships and communicating key themes from the firm's leading investment professionals. The Head of Strategic Accounts is responsible for leading the business development strategy for PWS’ third-party wealth management clients in an effort to grow account relationships and support the distribution effort by focusing on product visibility and platform placement.


  • Oversee a team of Strategic Account Managers providing coverage of wirehouse, private bank, independent broker-dealer and RIA channels
  • Develop and lead the partner firm coverage strategy to drive strategic initiatives aligned to Hines PWS goals
  • Lead and establish relationships with key stakeholders and decision makers at partner firms to drive business development efforts; including senior leadership, relationship management and product teams 
  • Partner closely with Hines Research, Regional Teams and Product Management to create institutional type content to help position products and investment capabilities
  • Monitor and analyze key performance metrics (AUM growth, revenue generation, client satisfaction…etc.) on a regular basis; providing regular updates and recommendations to senior management
  • Provide insights to leadership on competitive landscape, product positioning and client priorities
  • Partner with internal stakeholders and external partners on new product development
  • High focus on detail, execution and leadership / management skills
  • Culture carrier within the team and broader business; provide coaching and guidance to team members when appropriate / necessary


Minimum Requirements include:


  • Bachelor’s degree from an accredited institution required; Master's level education preferred
  • Fifteen or more years of sales experience within the financial services, capital markets, or real estate industry
  • Eight or more years of national / strategic accounts or sales experience, background in investment management industry, and strong knowledge of alternative strategies
  • Demonstrated success in building and cultivating relationships with third-party wealth clients
  • FINRA Series 7 and Series 63, 65 or 66 required.  Series 24 preferred - will be required within first 12 months of employment
  • Excellent sales, communication, organizational and leadership skills, including strong aptitude for interfacing with executives at partner firms
  • Deep understanding of third-party wealth client base and competitive landscape; including knowledge of financial intermediaries, Family office community, other private wealth sub-segments
  • Proficiency in financial services sales, alternative investments, relationship management, product and industry knowledge
  • Ability to build internal consensus to identify product development priorities, such as the launching of semi liquid and evergreen solutions
  • Demonstrate strong initiative and ability to work independently with minimal oversight
  • Proactive, can-do, problem solver attitude
  • Advanced proficiency with MS PowerPoint, Excel, and Word
  • Ability to manage multiple priorities concurrently in a fast paced, deadline-driven environment
  • Possesses a bias for action and avoids workplace distractions
  • Travel is required as necessary
  • Compensation: Base Salary $300,000 - $375,000 + Bonus/Incentive Compensation


At Hines, we strive for excellence as a leading global real estate investment manager, driven by our by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion¹ of assets across such property types as living, office, retail, mixed-use, logistics and life science projects – all designed to enhance value, connection and inspiration. Our strategic approach integrates local expertise with global knowledge, taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients' needs.


While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people, offering comprehensive training, competitive compensation, robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team, we cultivate an inclusive environment where everyone, including our clients, can thrive.


Hines is proud to be named to Fast Company’s prestigious annual list of the World’s Most Innovative Companies for 2024.


¹Includes both the global Hines organization and RIA AUM as of December 31, 2023.




We are an equal opportunity employer and support workforce diversity.


No calls or emails from third parties at this time please.


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