U.S. Private Bank - Investment Specialist - Vice President or Executive Director

Overview

The global Assets under Management (AuM) for the private market is set to grow to $19 trillion in 2026, making it one of the fastest growing segments in this space.

Imagine what you could do here. The people at BlueCrown don’t just manage clients’ money — they build a vision that inspires investors to transform the way they invest. It’s the diversity of our people and their ideas that drives everything we do, from identifying best-in-class investments to delivering strategies designed for long-term performance and building resilient portfolios. Join BlueCrown and help us make a meaningful impact.

BlueCrown’s sales organization generates the revenue necessary to drive the ongoing development of our investment platform and services. In turn, this enhances the financial well-being of millions of people around the world. Our sales team is, in many ways, the face of BlueCrown to our largest clients.

In this private banking role, you will be fundraising across alternative investments, lead investor relations, and develop new business opportunities by building relationships with some of the world’s largest financial institutions.

This is an initial remote role and will eventually be a hybrid role in the NYC metro area and San Francisco Bay area. Requires up to 40% domestic travel.

Responsibilities

• Establish and nurture strong relationships with bank partners at all levels, including executive decision-makers.
• Manage, maintain, and develop strong relationships with private bankers by earning trust and collaborating to build alternative investments portfolios for their clients.
• Build a pipeline by fundraising substantial capital across private markets in partnership with private bankers by acquiring new assets from both existing clients and new client acquisition.
• We achieve a significant portion of sales revenue target by partnering closely with bank and advisors’ sales forces to capture their hearts and minds for BlueCrow’s ecosystem through strategies, training, and tools. We use tactical and strategic engagements to grow alternative investments in their territory and leverage programs and incentives to promote our investment funds over competitor products.
• Strictly adhere to regulatory guidelines and participate in SEC-mandated fund requirements.
• Develop a prospecting strategy for all customers in the respective region and market, including researching the customer base, using market data effectively, outbound calling campaigns, email campaigns, and in-person territory meetings.
• Create new business development opportunities such as partnerships, identify and drive revenue-generating initiatives, and expand market presence across banking.
• Oversee marketing initiatives, including development of marketing materials, execution of new investment strategies, and representing the company in media appearances across key outlets
• Lead and oversee all investor relations activities, including communication, investor engagement, regulatory compliance, and submission of reports.

What You Bring

At the end of the day, we have to deliver outstanding performance on behalf of our investors. To ensure the most ideas become a reality, you recognize perspectives, patiently listen to every detail, and commit to what is right in order to move us forward.

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.

BlueCrown doesn’t cut corners, You bring the highest level of integrity, honesty, and accountability in everything you do. You can settle contracts, disputes, negotiations and take on the hard calls with minimal noise. You step up to conflicts and see them as opportunities to shine.

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.

Qualifications

• 7+ years of Private Banking experience, with a focus on alternative investments.
• Bachelor’s degree required; MBA or CFA preferred.
• FINRA Series 7 or 66 licenses required.
• Consultative selling experience in business transformation solutions and developing channel growth strategies for business customers. Demonstrated ability to balance short-term goals while creating sustainable value for clients and partners.
• Proven sales track record, including managing a $100M+ portfolio business.
• Experience building, leading, and leveraging valued interactions and relationships with executive decision-makers, and collaborating across the organization to achieve results.
• Experience engaging high-net-worth clients and providing tailored investment solutions.
• Ability to analyze investment portfolios and evaluate alternative investment performance.
• Proficient with CRM management (e.g., Salesforce).
• Submit biweekly reports on pipeline and sales forecasts.
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Compensation & Benefits

The base pay for this role is $139,000 – $196,000, determined within this range. BlueCrown operates a pay-for-performance compensation philosophy. Your base pay will depend on your skills, qualifications, experience, and location. This provides the opportunity to progress as you grow and develop within the role. You’ll also receive benefits, including comprehensive medical and dental coverage, and retirement benefits. Additionally, this role may be eligible for discretionary bonuses tied to overall performance, as well as relocation assistance.

About Us:

BlueCrown is a global asset manager offering innovative investment management solutions to many of the world’s most prominent corporate, institutional, government, and individual clients. Our purpose is to continuously find new ways to help more people achieve financial well-being.

As a trusted fiduciary, we are a leading provider of investment and advisory solutions designed to help clients achieve their long-term financial goals. We deliver tailored strategies that create value across global markets, grounded in disciplined execution and rigorous risk management. Our commitment to excellence and client success defines our approach, and we are focused on delivering measurable outcomes at scale.