Account Executive - Private Wealth Management Division

marcus evans, founded in 1983, is a global business intelligence and event marketing company with 49 offices in 20+ countries. Headquartered in the UK, we are rated in the top 20 UK companies for work/life balance.

The Family Office Group is a private practice within marcus evans focused exclusively on sourcing unique investment opportunities for our clientele of single-family and multi-family offices around the world.

We are currently seeking an account executive to help us find the right type of investors (UHNW individuals, FO's, RIA's) to join our Private wealth management gatherings and network with our fund managers (PE/VC/RE). Our desire is to hire a candidate with sales experience and a good understanding of the private markets.

We offer exclusive access to the highly sought-after niche fund managers through pre-vetted, pre-curated one-one-one meetings at the most prestigious 5-star resorts around the world. Our Private Wealth Management Summit is the ultimate meeting point between Ultra-High-Net-Worth investors and private fund managers looking to raise capital.

We are searching for an Account Executive to find new investors and manage client relationships. A successful candidate will grow into Senior Account Executive and then Associate Director after achieving initial milestones. We recognize excellence and are fully committed to developing impactful future leaders.

This is an in-person role located in our Chicago office.

Key Responsibilities

Generating and prospecting new leads to create a book of business.

Reaching out to Limited Partners and C-suite decision-makers of family offices and RIA's that are actively deploying into alternative investments firms including private equity, real estate, and hedge funds.

Contacting, qualifying, and engaging prospects through email, LinkedIn, and cold calling.

Keeping an organized record of sales activity and pipeline.

Nurturing new and existing client relationships.

Traveling to destination cities nationwide to attend our events.

Acting on behalf of the company and our clients in the delivery of our exceptional products and services.

Qualifications

Good understanding of alternative investments

Sales experience: 2+ years of proven B2B or B2C sales experience.

Prospecting and outreach experience: Experience cold calling C-level executives. Experience creating and launching strategic marketing email and Linkdin campaigns.

Exceptional listening and questioning skills: Successful candidates understand emotional intelligence and tactical empathy.

Strong hunter mentality through disciplined KPI’s plus farmer ability to nurture and develop relationships. Both are crucial to success in this role.

Pipeline management ability: Research and organizational skills.

Leadership: We promote 100% from within and actively develop top performers into management.

Compensation and Benefits

Account Executives earn commission on sales.

$60k-80k OTE for the first year with the possibility of making over 100k on the second year.

Monthly career reviews against financial goals and KPI metrics. Progression into management after the first year based on performance.

Exclusive Manager-in-Training program for selected global candidates after the second year.

Continuous training and mentorship. Access to global LMS platform and sales mastery program. Extensive sales tape library to review top performers’ work product. Call shadowing, whisper and live coaching, and group and individual tape training every week.

Hubspot CRM to manage relationships, prospect data, and pipelines.

Travel to attend in-person events in locations like Florida, Monaco, Cannes, Los Angeles, Dallas, and Switzerland in 5-star resorts and venues.

We are rated in the top 20 UK companies for work/life balance.

Free Gym Membership.

Health, dental, and vision insurance. 10+ annual paid holidays including holiday shutdown from Christmas to New Year’s Day.

We are an equal opportunity employer and value diversity. All employment is decided on the basis of qualifications, merit and business need.