Act as the primary liaison between the Ares Private Equity and Secondaries Group (Investment Team, including PMs, and Product and IR) and the Ares Wealth Management Solutions leadership, salesforce and other departments globally.
Help provide strategic direction for the management and distribution Ares' Private Equity and Secondaries solutions within the wealth channel, with a strategic focus on Ares' semi-liquid Private Equity Secondaries solution, the Ares Private Markets Fund (APMF).
Partner with sales to meet with financial advisors (in person and virtually across 1:1 meetings, small group sessions, or larger scale presentations) to deliver first-class private equity and secondaries market insights and fund pitches / updates.
Headline speaking engagements at conferences and events on the topics of private private Equity and secondaries market trends and emerging investment opportunities.
Serve as a first-call resource for sales and marketing teams' questions and positioning ideas.
Review existing product(s) and recommend changes/enhancements where applicable. e.g. pricing benchmarking, investment strategy and investment limits. Proactively identify issues impacting the product(s) and recommend next steps/solutions.
Recommend the development of new materials and ways to enhance existing thought leadership.
Present product updates and positioning at sales meetings.
Initial and ongoing internal education to new hires and existing employees on the asset class and product(s).
Drive relationships with Distribution (Sales, National Accounts, DCIO, etc.) along with internal partners (Product Development, Marketing, Legal, MRU, Fund Admin, etc.)
Legally required work - Review Shareholder reports and prospectuses, 15(c) peer review, cap gains, etc.
Proactively and reactively generate analytical data that can support private equity and secondaries product positioning.
Create & regularly update fund due diligence documents and manage incoming due diligence requests.
Required Knowledge, Skills, and Abilities
10+ years of relevant industry experience in private Equity and secondaries, private markets, and wealth management. Preferred backgrounds include private equity/secondaries investment management, deal team, or client portfolio management experience.
Series 63 & 7 licenses preferred; must be capable of obtaining licensing within 120 days if not currently held.
CAIA, CFA or CIMA designation preferred.
Strong alternative investments knowledge with ability to articulate complex concepts to audiences with vary
Benefits
Equity / stock options
Additional Information
Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Job Description
About Ares Wealth Management Solutions (AWMS)
Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing and client management activities of investment offerings for the global wealth management channel. With a team of 175 professionals, and backed by the power and scale of the Ares platform, AWMS represents one of the most resourced wealth distribution and client service teams in the alternatives industry. AWMS' mission is to provide advisors and their clients access to innovative, solutions-oriented investment opportunities, across the Ares platform of industry leading credit, private equity, real estate and secondaries strategies. Through our range of institutional and retail structures, coupled with excellent client service and educational resources, we help investors diversify their portfolios with core private market solutions that can deliver durable income, diversified equity, and tax-advantaged real assets.
Position Summary
This is a senior position within Ares Wealth Management Solutions (AWMS) that will work closely with both Ares Private Equity and Secondaries groups and the AWMS business including Management, Private Wealth Partnerships, Sales, Marketing, Product Development, 1031 Exchange, Compliance, Legal and Fund Administration to support the ongoing distribution and marketing of Ares suite of Private Equity solutions.
Ares Management · New York, NY