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Financial Planning and Analysis

• Drive fundraising across the full Real Estate product suite, focused on a specific region/territory of advisors/firms under their coverage.
• Deep understanding of the factors that drive wealth sales, especially tax, yield and liquidity implications.
• Deep knowledge of and experience distributing DST/1031 solutions to clients.
• Develops and executes sales plans to increase sales revenue and market share within assigned firms/institutions.
• Position the suite of Real Estate strategies in a highly commercial and impactful manner with financial advisors in the coverage region/territory.
• Penetrate specific target opportunities within the region to capitalize on strength and differentiation of Real Estate offerings and to implement sales campaigns.
• Collaborate closely with internal partners across the firm to cultivate a deep understanding of the investment approach and results to represent all facets of the firm’s products internally and externally.
• Develop and deliver investment, market, and business communications to existing and prospective clients in one-on-one, small group, and large audience presentations.
• Provide updates on overall financial markets performance, economic trends, and the overall investment outlook.
• Act as a spokesperson for the investment team with the ability to present a deep understanding of the investment process, market outlook, and strong advocate for the services.
• Utilizes expense budgets to set limits and maximize sales opportunities within his/her assigned territory.
• Maintains sales call data in appropriate systems and/or complete sales reports.
• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.
• Work closely with other internal departments, including Marketing, Product Management, CPMs, etc to ensure impactful marketing materials are being created to reach prospects/clients.
• Significant travel is required, with an expectation of 80% of the time being on the road.

Senior Alternative Investment Wholesaler