Principal / Managing Director, Private Equity Product Specialist (Wealth Management Solutions)
Company: Ares Operations
Location: New York City
Posted on: April 1, 2026
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Job Description:
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 About Ares Wealth Management Solutions
(AWMS) Ares Wealth Management Solutions (AWMS) oversees the product
development, distribution, marketing and client management
activities of investment offerings for the global wealth management
channel. With a team of 175 professionals, and backed by the power
and scale of the Ares platform, AWMS represents one of the most
resourced wealth distribution and client service teams in the
alternatives industry. AWMS’ mission is to provide advisors and
their clients access to innovative, solutions-oriented investment
opportunities, across the Ares platform of industry leading credit,
private equity, real estate and secondaries strategies. Through our
range of institutional and retail structures, coupled with
excellent client service and educational resources, we help
investors diversify their portfolios with core private market
solutions that can deliver durable income, diversified equity, and
tax-advantaged real assets. Position Summary This is a senior
position within Ares Wealth Management Solutions (AWMS) that will
work closely with both Ares Private Equity and Secondaries groups
and the AWMS business including Management, Private Wealth
Partnerships, Sales, Marketing, Product Development, 1031 Exchange,
Compliance, Legal and Fund Administration to support the ongoing
distribution and marketing of Ares suite of Private Equity
solutions. Key Responsibilities Act as the primary liaison between
the Ares Private Equity and Secondaries Group (Investment Team,
including PMs, and Product and IR) and the Ares Wealth Management
Solutions leadership, salesforce and other departments globally.
Help provide strategic direction for the management and
distribution Ares’ Private Equity and Secondaries solutions within
the wealth channel, with a strategic focus on Ares’ semi-liquid
Private Equity Secondaries solution, the Ares Private Markets Fund
(APMF). Partner with sales to meet with financial advisors (in
person and virtually across 1:1 meetings, small group sessions, or
larger scale presentations) to deliver first-class private equity
and secondaries market insights and fund pitches / updates.
Headline speaking engagements at conferences and events on the
topics of private private Equity and secondaries market trends and
emerging investment opportunities. Serve as a first-call resource
for sales and marketing teams’ questions and positioning ideas.
Review existing product(s) and recommend changes/enhancements where
applicable. e.g. pricing benchmarking, investment strategy and
investment limits. Proactively identify issues impacting the
product(s) and recommend next steps/solutions. Accurately and
effectively position our private Equity and secondaries 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. Monitor capital
markets, trade publications, flows, performance, portfolio
characteristics and competitive landscape relating to the private
Equity and secondaries investment universe. Recommend the
development of new materials and ways to enhance existing thought
leadership. 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.) Legally required work – Review
Shareholder reports and prospectuses, 15(c) peer review, cap gains,
etc. Proactively and reactively generate analytical data that can
support private equity and secondaries product positioning. Create
& regularly update fund due diligence documents and manage incoming
due diligence requests. Knowledge, Skills, and Abilities 10 years
of relevant industry experience in private Equity and secondaries,
private markets, and wealth management. Preferred backgrounds
include private equity/secondaries investment management, deal
team, or client portfolio management 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,
Lipper, FactSet, Barclays Live, Morningstar Direct, LANA,
Bloomberg, preferred) Reporting Relationships Managing Director,
Global Head of Product Specialist Team 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. $225,000 - $275,000 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.
Keywords: Ares Operations, Greenwich , Principal / Managing Director, Private Equity Product Specialist (Wealth Management Solutions), Accounting, Auditing , New York City, Connecticut