About Pennington Partners:

Founded in 2016, Pennington Partners is building a leading financial services holding company and solutions-oriented platform serving the world’s most successful entrepreneurs and their families.

Pennington’s culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility.

About the role:

The ideal candidate will work closely with the Managing Director of Pennington Private Access (PPA) to develop and deepen relationships with family offices, registered investment advisors, broker dealers, and large potential clients as investors in our industry leading and award winning tax-advantaged alternative business. PPA is an investment platform offering exposure to targeted segments of the private equity asset class, led by an experienced institutional investor. PPA is one of several alternative investment strategies within Pennington’s alternative investment business. This role will serve as the organization back-bone of our alternatives business while helping to lead outbound efforts in developing optimal long-term partnerships for the firm.

What you’ll do:

• Your responsibilities will include:

• Research:

  • Work alongside the head of Private Access to uncover and identify quantifiable investor leads within the family office, RIA, and broker dealer communities.

  • Identify target listing and create custom qualifying criteria as well as pitch and presentation materials.

  • Leverage the capabilities of Salesforce to create database of current and prospective investors.

  • Survey and monitor the competitive landscape for other alternative investment platforms including growth, size, investors etc.

  • Understand and develop competitive tax-advantaged differentiators that the PPA platform may potentially offer

  • Generate detailed reports to share with leadership to allow for more concrete decision making on targets.

• Business Development:

  • Obtain understanding of alternative investment classes, with an initial focus on private equity

  • Work directly with the CEO with pre-qualifying and arrange discovery meetings with new prospective investors

  • Engage with prospective clients and partners to understand their investment preferences, and risk tolerance

  • Create compelling presentations and sales collateral to effectively communicate the unique value proposition of PPA

  • Continued customer relationship management with investors and partners

What we’re looking for:

• A Bachelor’s Degree within a business major with 2-3 years working within financial management, asset management or private wealth advisory business.

• Strong interest in wealth management, alternative investments and private equity.

• Excellent research skills utilizing targeted search capability.

• Proficiency with Microsoft Office Suite and Salesforce.

• Excellent oral and written communication skills.

• Excellent organizational and planning skills.

• Highest level of integrity and honesty.

• Confident, self-motivated, and self-directed.

• Experience working in a team-oriented, collaborative environment.

• Excellent interpersonal, listening, written, and oral communication skills, with the ability to communicate ideas in both technical and user-friendly language.

• Strong analytical capabilities with a curiosity for finding the answers to questions.

• Can proactively manage tasks and issues, and escalate issues as appropriate.

How to apply:

Please send your resume to careers@penningtonptrs.com.