PPB Capital Partners has consistently (2020, 2021, 2023) been named one of Greater Philadelphia’s fastest growing businesses by the Philadelphia Business Journal.
Headquartered in West Conshohocken, Pennsylvania—about 25 minutes upstream from Philadelphia along the Schuylkill River—PPB’s staff of nearly 40 professionals holds claim to more than 470 years of combined industry experience.
PPB’s team-first company culture features everything you want in a great place to work!
- Medical Benefits
- Dental Benefits
- Vision Coverage
- 401(k) Plan
- Work-Life Balance
We are committed to building relationships and partnerships with wealth advisors across the country. Our highly stable culture—12 consecutive years of double-digit growth—is continually looking to add skilled, diverse, dedicated and passionate professionals to the team.
work
Director, Advisor Relations, Southeast (External)
Key Responsibilities:
- Build new relationships and grow existing relationships with private wealth advisors in designated territory via in person meetings (travel) and video calls.
- Identify new prospects and opportunities to build customized fund structures for private wealth firms.
- Proactively drive sales / new assets into feeder funds on the PPB platform.
- Develop relationships with important influencers at key accounts for PPB and as identified and sourced.
- Attend industry conferences, representing PPB with the highest level of professionalism and integrity.
- Effectively manage a multiple step sales process to introduce PPB to new and existing clients and prospects and our multiple alternative investment fund offerings.
Knowledge, Skills and Abilities:
- A minimum of 3 years' successful experience in RIA financial investment sales with a specific emphasis on a wide-range of alternative investment strategies is required.
- Demonstrable understanding of the sales process required to increase a firm's assets under management; proven experience building and maintaining strong financial advisor relationship.
- Proficient territory relationship management and sales skills.
Experience, credibility, and aptitude to speak knowledgeably about alternative investment strategies.
- Proficiency with CRM database technology; prior experience with HubSpot is a plus.
- Willingness to learn and grow with the team and with the organization.
- Energy, enthusiasm, optimism, strong work ethic, high degree of integrity.
- Strong organization skills and detail-orientation.
PPB Capital Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
work
Director, Advisor Relations, Pacific Northwest/Northern California (External)
Key Responsibilities:
- Build new relationships and grow existing relationships with private wealth advisors in designated territory via in person meetings (travel) and video calls.
- Identify new prospects and opportunities to build customized fund structures for private wealth firms.
- Proactively drive sales / new assets into feeder funds on the PPB platform.
- Develop relationships with important influencers at key accounts for PPB and as identified and sourced.
- Attend industry conferences, representing PPB with the highest level of professionalism and integrity.
- Effectively manage a multiple step sales process to introduce PPB to new and existing clients and prospects and our multiple alternative investment fund offerings.
Knowledge, Skills and Abilities:
- A minimum of 3 years' successful experience in RIA financial investment sales with a specific emphasis on a wide-range of alternative investment strategies is required.
- Demonstrable understanding of the sales process required to increase a firm's assets under management; proven experience building and maintaining strong financial advisor relationship.
- Proficient territory relationship management and sales skills.
Experience, credibility, and aptitude to speak knowledgeably about alternative investment strategies.
- Proficiency with CRM database technology; prior experience with HubSpot is a plus.
- Willingness to learn and grow with the team and with the organization.
- Energy, enthusiasm, optimism, strong work ethic, high degree of integrity.
- Strong organization skills and detail-orientation.
PPB Capital Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
work
Inside Sales Associate – Alternative Investments
Key Responsibilities:
- Maintain accurate, monthly, quarterly, and annual sales records. Provide regular reporting of sales goal setting results to the senior management team.
- Track the sales team’s progress toward individual and firm-wide business goals; identify gaps and propose process improvements and solutions.
- Enter, manage, and maintain accurate business development and client data within the CRM system.
- Manage updates to investment and sales information within appropriate internal tracking systems.
- Assist with preparation of sales presentations, pitches, and varied sales tools.
- Coordinate and assist with scheduling of sales meetings, calls and conferences.
- Attend sales training meetings and continue to expand personal understanding of the firm’s investment product offerings to ensure effective support is provided to the sales team and senior management.
Knowledge, Skills and Abilities:
- Bachelor's degree with a concentration in business administration, financial management, or related field is required.
- At least 2 years’ experience within internal sales support roles is required; specific business development support experience within the financial services industry is a plus.
- Impeccable ability to work effectually and accurately with data entry, analysis, and data reporting.
- Experience with a CRM platform such as Salesforce and/or HubSpot is required.
- Advanced working knowledge with Excel and Outlook.
- Effective communicator within all levels of the organization – both verbal and written.
- Energy, enthusiasm, optimism, solid work ethic.
- Strong organizational skills with an ability to work in a fast-paced environment and meet consistent deadlines.
- Self-starter, reliably punctual, ability to demonstrate top-level professionalism as a team player.
PPB Capital Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
work
Fund Operations Associate
Key Responsibilities:
- Assist with management of daily fund operational functions, including full-cycle investor onboarding processes.
- Process fund investment distributions, manage investor capital calls, administer redemptions/withdrawals and fund transfers/retitling.
- Process underlying investment subscriptions, agreements and accompanying AML.
- Manage and coordinate new fund launches, operational due diligence, fund closures and other fund operational areas as needed.
- Coordinate fund documentation to ensure operational processes are detailed accurately and within compliance requirements.
- Provide operational risk assessments of current processes and work with key stakeholders to resolve any issues.
- Assist with cash management control and the fund audit process to ensure documentation is accurate, timely and meets compliance and audit requirements.
- Support Fund Operations team members to assist with managing PPB’s fund investments and overall business operational goals.
Knowledge, Skills and Abilities:
- 2-3+ years’ experience working within fund and investment operations.
- Solid product knowledge and understanding of fund structures - in particular alternative investments.
- Ability to work efficiently with an intrinsic, self-management approach; willingness to do what it takes to successfully achieve job requirements and support fund operations at all levels for the firm.
- Top-notch customer service attitude, with a ‘can do’ mindset to work both independently and as a key contributor of the team.
- Strong technical skills and experience using fund operational/accounting platforms and structures is a definite plus.
- Excellent communication skills with the ability to coordinate projects and processes to work efficiently within tight deadlines and competing priorities.
- Strong analytical skills with exceptional ability to pay attention to detail.
- Positive contributor with a desire to resolve issues for operational needs and reach effective solutions.
PPB Capital Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Key Responsibilities:
- Facilitate Human Resource functions for the firm with coordination of employee onboarding, benefits and payroll processing, and varied HR tasks.
- Assist management with writing job descriptions and complete necessary updates for job description changes.
- Coordinate talent acquisition and administer interview scheduling of qualified job applicants for current and future job openings.
- Conduct required background checks and employment eligibility verifications.
- Implement new hire orientation and employee onboarding processes.
- Assist management with performance reviews, employee relations and staff communications.
- Handle employment-related inquiries from employees and managers; communicate complex and/or sensitive matters to the appropriate management staff.
- Review employment policies so they are compliant with federal, state, and local employment laws and regulations, and make recommendations to management for necessary updates.
Knowledge, Skills and Abilities:
- Bachelor’s degree in business administration or related field is required.
- 2-4 years’ experience in an HR role at a financial services firm is required.
- Ability to act with integrity, professionalism, and confidentiality.
- Exceptional attention to detail and highly accurate.
- Effective communicator, both oral and written.
- Excellent interpersonal and problem resolution skills.
- Ability to prioritize tasks and meet deadlines.
- Knowledge of employment-related laws and regulations.
- Proficiency with HRIS and payroll systems.
PPB Capital Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.