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
Position Summary
This is a senior position that will work closely with various business units within Ares Wealth Management Solutions (AWMS) such as Business Management, Competitor Analytics, Marketing, Product Development, Sales, Compliance, Legal and Fund Administration to support the ongoing distribution and marketing of Ares real estate and infrastructure investment solutions, with a strategic focus on Ares’ non-traded REITs and core infrastructure strategies.
Primary Duties
- Act as the primary liaison between the Ares Real Estate Group (Investment Team, including PMs, and Product and IR), Ares Infrastructure Group and the Ares Wealth Management Solutions leadership, salesforce and other departments
- Help provide strategic direction for the management and distribution Ares’ real estate and infrastructure solutions within the wealth channel, with a strategic focus on Ares’ real asset perpetual solutions
- Review existing product(s) and recommend changes/enhancements where applicable. e.g. Pricing benchmarking, strategy and investment limits
- Proactively identify issues impacting the product(s) and recommend next steps/solutions
- Accurately and effectively position our real asset investment solutions based on information from investment and product & IR teams, external news sources, internally run data, feedback from sales and their advisors, and other sources
- Work closely with sales management and internal partners on product positioning, writing talking points and developing new materials to enhance existing thought leadership
- Responsible for reviewing others’ work to ensure accuracy and message consistency
- Monitor capital markets, trade publications, flows, performance, portfolio characteristics and competitive landscape relating to the real estate investment universe
- 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.)
- Respond to sales inquiries in a timely manner (answer questions, provide data, etc.)
- In a CPM capacity, present strategy information and product updates on calls/meetings with Financial Professionals
- Travel as needed / desired to present with sales professionals and to industry conferences
- Legally required work – Review Shareholder reports and prospectuses, 15(c) peer review, cap gains, etc.
- Proactively and reactively generate analytical data that can support product positioning
- Create & regularly update fund due diligence documents and manage incoming due diligence requests
Required Knowledge, Skills, and Abilities
- An undergraduate degree or equivalent applicable work experience
- 6+ years of relevant industry 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 varying degrees of investment acumen
- Understanding of financial markets, investment concepts, styles, and issues
- Ability to effectively communicate with and work with the Investments Sales and Marketing teams
- Solid written and oral presentation skills
- Team player with excellent interpersonal skills; must be able to establish and maintain effective, cooperative working relationships with all departments and organizational levels
- Creative thinker with an ability to identify process improvement opportunities, as well as sales ideas.
- Strong attention to detail, with analytical capabilities
- Ability to create efficient processes
- Must have the ability to handle multiple projects simultaneously, and complete projects on a timely basis.
- Ability to influence people who don’t have a direct reporting relationship
- Strong PC skills (including general software and industry databases such as Excel, PowerPoint, Word, amongst others)
Reporting Relationships
Managing Director, Wealth Management Solutions
Compensation
The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
$185,000 - $215,000
The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.
Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.