U.S. Private Bank – Alternative Investments – Private Banker – Vice President or Executive Director
Summary
At BlueCrown, the people here don’t just manage clients’ money – they build a vision that can inspire clients to transform the way they invest. They deliver exceptional client service, operational excellence, commitment to integrity, and a winning culture. Our purpose has always been the same – to help more people experience financial well-being.
The sales and business development team at BlueCrown is the face of our organization on the front line, generating the revenue necessary to drive our ongoing development of investment products and services. This, in return, enhances the financial well-being of millions of people around the world.
As a Private Banker, you are responsible for driving capital raising initiatives across alternative investments, delivering a best-in-class client experience, and deepening strategic relationships across the firm’s global network. You will partner closely with bankers and institutional stakeholders to originate new business opportunities, provide sophisticated investment solutions, and strengthen engagement with some of the world’s most prominent financial institutions.
In this role, you will serve as a trusted advisor to clients and distribution partners across alternative investments, including private equity, private credit, hedge funds, real assets, and other opportunistic strategies. You will leverage the firm’s investment capabilities, market insights, and institutional platform to help clients navigate complex investment opportunities while supporting long-term franchise growth.
This is a remote or hybrid role. Travel is required. Expect 25% domestic travel.
Description
Lead fundraising and capital raising initiatives across alternative investment strategies, with a focus on driving asset growth and expanding market penetration across private markets.
Cultivate and deepen relationships with financial advisors, private banks, family offices, and institutional partners by delivering tailored investment solutions and strategic guidance.
Partner across the firm to identify and execute new business development opportunities, strengthening connectivity between banking, investments, and distribution channels.
Drive advisor engagement and commercial momentum by positioning the firm’s alternative investment platform through consultative dialogue, educational initiatives, and market insights.
Collaborate closely with advisor salesforces and internal stakeholders to align investment strategies with client objectives and broader portfolio construction needs.
Deliver a differentiated client experience through proactive relationship management, thoughtful communication, and consistent execution across the investor lifecycle.
Develop and execute territory management and prospecting strategies utilizing market intelligence, CRM platforms, targeted outreach, and in-person engagement.
Lead investor relations efforts, including investor communications, relationship management, reporting coordination, and ongoing client engagement initiatives.
Support the development and execution of strategic marketing initiatives, sales enablement materials, and advisor education programs to enhance market presence and product adoption.
Maintain strict adherence to regulatory, compliance, and governance standards, including SEC and FINRA requirements related to alternative investments fundraising and investor communications.
Represent the firm at industry conferences, client events, and strategic meetings to further strengthen brand positioning and commercial connectivity across the market.
Minimum Qualifications
You have an entrepreneurial mindset and are looking to constantly challenge yourself every day.
You build meaningful relationships and partner effectively with all levels of management. You are trusted and comfortable in tough situations, able to settle disputes, negotiations, and contracts to deliver outcomes and results.
Your engagement style is highly collaborative and inclusive, seeking to deliver superior outcomes regardless of boundaries or setbacks.
You see the world through the eyes of the customer by understanding their business needs, challenges, and concerns.
Due to changing priorities or a final push to meet a quarterly forecast, you face the daily challenge of where to focus your time and energy. You have a don’t give up attitude and finish, especially in the face of resistance or setbacks. You seize every opportunity and influence others to reach their goals along the way. You consistently exceed customer expectations and capture the heart and mind of our partners, enabling them to tell our story on our behalf.
Pay & Benefits
The firm offers a highly competitive compensation structure designed to reward performance, commercial impact, and long-term growth. Base salary is expected to range from $180,000–$300,000, with significant upside potential through discretionary incentive compensation and performance-based equity awards. Total annual compensation may range from $700k-$1mm+, depending on individual performance and overall business results.
Eligible employees may receive performance-based equity awards that vest upon achievement of defined company objectives and individual performance milestones.
Additional benefits include comprehensive medical, dental, and vision coverage; a 401(k) plan; professional development opportunities; relocation assistance where applicable; and a flexible remote or hybrid work environment.
Comprehensive Benefits
The firm offers a highly competitive compensation structure designed to reward performance, commercial impact, and long-term growth. Base salary is expected to range from $180,000–$300,000, with significant upside potential through discretionary incentive compensation and performance-based equity awards. Total annual compensation may range from $700k-$1mm+, depending on individual performance and overall business results.
