Related skills
crm relationship management excel powerpoint📋 Description
- Build relationships with home office and gatekeepers at wealth managers.
- Lead onboarding of KKR funds to platforms with internal/external coordination.
- Develop and implement strategic business plans for Global Wealth Solutions.
- Deliver targeted messaging to raise awareness of KKR products.
- Plan and coordinate private wealth platform events with KKR and external firms.
- Explain complex alternative investments clearly to platforms.
🎯 Requirements
- 2-4 years in alt investments or national accounts with wealth mgmt focus.
- Knowledge of private/registered alt assets (interval funds, REITs).
- Proven track record building relationships with private wealth platforms.
- Strong PowerPoint and Excel skills.
- Excellent communication to position KKR to investors.
- Travel ability; MBA, CFA or CAIA preferred.
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