Head of High Net Worth Sales

About the role

The Head of High Net Worth (HNW) Sales bridges sales execution, portfolio construction, and strategic alternatives positioning, ensuring HNW advisors receive consistent guidance, scalable frameworks, and repeatable outcomes across both managed and brokerage platforms. You will Core Responsibilities (Revenue, Advisor Coverage, and Growth): Business Development & Advisor Engagement Drive new and existing advisor growth through sales presentations, discovery, and solutioning tied to production goals. Managed account proposals: position model/strategy fit, overcome objections, and convert proposals into funded assets. Alternative investments: increase advisor adoption and client allocations through education, case sourcing, and follow-through to close. Structured notes: position as return-seeking and risk-managed solutions, partnering with advisors to source opportunities and execute trades. Lending: originate and grow lending penetration as a core driver of client acquisition, wallet-share expansion, and retention. Translate complex strategies into advisor- and client-ready sales narratives that support portfolio construction goals and accelerate close rates. Sales Team Leadership, Specialist Enablement & Campaign Execution Partner with the Head of Wealth Specialists, setting coverage priorities, activity standards, and consistent commercial messaging across regions. Design and execute thematic sales campaigns that generate qualified opportunities and drive measurable asset flows, including: Product-led campaigns (new launches, cross-sell, and adoption) Market-led campaigns (rate/volatility themes, repositioning, and risk conversations) Allocation-led campaigns (model shifts, sleeve funding, and rebalance opportunities) Own reporting cadence for pod activity and outcomes (meetings, pipeline, conversions, asset flows, and lending/notes adoption) and use insights to refine future campaign rollouts. Advisor Coverage Model & Travel (Territory Growth) Execute a high-touch coverage model through in-person travel and virtual engagement to grow production, deepen relationships, and move opportunities to close, prioritizing: High‑impact opportunities Complex cases Strategic HNW relationships Proactive book-of-business reviews to identify segmented client opportunities beyond formal campaigns Large Case Pipeline, Governance & Cross-Functional Deal Management Own the large-case intake and governance process, ensuring cases are properly qualified, submitted, and advanced through internal review to support advisor conversion. Submit cases to the Portfolio Review team for formal analysis with clear objectives, competitive context, and next-step recommendations. Run a standardized review process that improves cycle time and win rates, including: Pre‑review submission criteria Post‑review follow‑up calls Documented advisor meetings and outcomes Track review activity, next steps, and outcomes to drive accountability, repeatability, and improved close rates. Coordinate large-case collaboration with LBS, Advanced Markets, and other partners to assemble case design teams and remove execution friction. Alternatives Growth Strategy ("Alts Sleeve") & Adoption Partner with internal teams to build and scale a holistic "Alternatives Sleeve" framework that increases advisor adoption and client allocations. Position alternatives as repeatable, intentional portfolio components (not one-off trades), leveraging enterprise capabilities and strategic partners to drive scalable sales outcomes. Structured Notes: Sales Integration Within the Alts Allocation Integrate structured notes into the alternatives allocation framework and drive consistent advisor usage through targeted education and case-by-case execution support. Frame structured notes within a cohesive allocation story alongside private markets, reinforcing when/why to use them and improving conversion in client conversations. Lending: Go-to-Market Strategy & Origination Growth Assess the current lending landscape and partner with Product to build and execute a plan that increases penetration, improves referral-to-close process, and scales lending across HNW opportunities. OCIO/HNW Platform: Build, Launch & Drive Adoption Partner with Product to assess the current landscape and select/build an OCIO/HNW platform that enables scalable sales across advisory, lending, and alternatives. Launch the platform in Park Avenue, train advisors on use cases and positioning, and drive measurable adoption through targeted prospecting and case execution. Go-to-Market Leadership (Marketing + Product) & Sales Performance Management Lead execution of agreed go-to-market plans with Product and Marketing, ensuring advisor readiness, field enablement, and coordinated sales motions. Own KPI definition and reporting (pipeline, asset flows, adoption, and revenue where applicable), maintain a forecast cadence, and communicate progress and gaps to senior leadership. You have Senior

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