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Job Locations US-NY-New York
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
Job ID
2024-11631
Category
Investment Management
Job Locations US-TX-Houston
As an Internal Sales Consultant with Hines, you will maintain and develop relationships with the financial advisory community in an effort to drive assets under management and initiatives in a respective territory. The Internal Sales Consultant will add value to brokerage clients, exceed sales goals, and actively engage in becoming a student of the business. The Internal Sales Consultant will work effectively as a partner of the Regional Director, driving and executing on all strategic initiatives. Responsibilities include, but are not limited to: - Make proactive outbound phone calls to brokers to share ideas, provide accurate product information, gather marketing data, and offer sales support - Develop and implement plans. - Assist with managing territory budget, reviewing expenditures to ensure that appropriate resources are allocated to achieve business plans and to keep on plan. - Plan and deliver presentations for wholesaler meetings. - Be familiar with client firms’ initiatives. - Organize client meetings to promote Hines Real Estate investor. - Identify trends in distribution. - Serve as a liaison between the home office and the outside sales force. - Participate in sales and marketing training and regional meetings. - Continuously study the market and sales business.
Job ID
2024-11623
Category
Investment Management
Job Locations Hong Kong S.A.R.
As an Intern Analyst within the Capital Transactions team at Hines Hong Kong, you will be a critical part in supporting new acquisitions and existing asset requirements. Responsibilities include, but are not limited to:   - Provide new business analysis, including market study, project concept and programming analysis, cost estimation and budgeting, deal structure analysis, and cash flow modelling; - Assist to prepare Investment Proposal and analyse various proposals; - Document control related to due diligence processes; - Prepare project updates and reporting to shareholders/investors, and - Participate in execution of existing projects such as various contract management, development budget update, sales and marketing activities, approvals, any other project administration and coordination works.
Job ID
2024-11567
Category
Investment Management
Job Locations US-TX-Houston
As an Internal Sales Associate with Hines, you will support the sales effort by making proactive outbound sales calls, answering inbound sales and service calls, assisting the regional sales territories and operations teams, while providing support for projects managed by Sales Management. Responsibilities include, but are not limited to:   - Proactive prospecting and scheduling calls for regional territories. - Handle incoming phone calls from brokers and shareowners using multiple systems to answer questions regarding product information (e.g., fund objectives, portfolio holdings, yield and total return information and retirement plan accounts), general account information (e.g., procedures for performing certain transactions, share balances, legal requirements for specific registrations, price information, and account verifications). - Analyze nature of account problems. Enters transaction requests for research on calls which cannot be immediately resolved. Recommends accurate solutions to resolve problems within established time frames. Monitors these items daily to insure accurate and timely completion. Communicates resolution to caller once research has been completed. - Identifies and resolves account issues. - Works closely with Operations department. - Provides status on pending problems to the customer while maintaining proper communications with the sales team. - Provides support to the sales team on managing projects. - Assists in sales territories scheduling needs - Keeps current on procedural changes, information updates, market updates and newsletter information. Organizes the information to communicate with the customer effectively and efficiently. - Generates outgoing correspondence (such as cover event invitations, etc.) as required. - Performs related duties as required.
Job ID
2024-11472
Category
Investment Management
Job Locations US-TX-Houston
As a Client Relations Consultant with Hines, you will respond to customer requests and questions regarding service, products and account information, and issues. Analyzes and resolves customer concerns using established procedures. Support the sales efforts and overall promotion of Hines Private Wealth Solutions. Responsibilities include, but are not limited to:   - Assist with daily acceptance, AML (Anti-Money Laundering) and Cure (not in good order) processes ensuring that proper procedures are being followed using established guidelines. - Handle incoming phone calls from brokers and shareowners using multiple systems to answer operational questions and issues. - Support internal sales desk by assisting with Cure, AML, and Operational issues. - Maintain and support back office and custodial relationships with selected dealers and custodians by being the point of contact for operational issues, commission issues, position files etc. - Interact daily with Transfer Agent to ensure effective and efficient processing. - Define and analyze account problems by identifying issue or problem source to provide accurate information and answers, recognizes priority situations and understands when and how to elevate these situations to management. - Analyze nature of account problems; Recommends accurate solutions to resolve problems within established time frames; Monitors these items daily to insure accurate and timely completion; Communicates resolution once issue has been completed. - Keep current on procedural changes, information updates, market updates and newsletter information; Organize the information to effectively and efficiently communicate. - Generate outgoing correspondence (such as cover letters for rejects) as required. - Perform related duties as required.
Job ID
2024-11428
Category
Investment Management

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