SVP, Managed REITS

SmartStop Self Storage

Senior Vice President managing relationships across IBD and RIA channels at SmartStop REIT Advisors. Focused on business development and distribution opportunities for investment offerings.

Posted 5/12/2026full-timeLadera Ranch • California • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

The Senior Vice President (SVP), SmartStop REIT Advisors, supports the growth and maintenance of the Companys relationships across the Independent Broker-Dealer (IBD) and Registered Investment Advisor (RIA) channels.
This role focuses on managing and growing an assigned book of relationships, supporting new business development efforts, and contributing to the expansion of distribution opportunities for the Companys investment offerings.
The SVP reports directly to the CFO.
New Business Development: Identifies and pursues new firm relationships to expand the Companys distribution footprint.
Supports engagement strategies tailored to each firms structure and investment needs, and assists in negotiating new agreements in collaboration with senior leadership.
Relationship Management & Retention: Manages and strengthens existing relationships with Independent Broker-Dealers and RIAs within an assigned territory or coverage area.
Provides consistent communication and updates to ensure high satisfaction and alignment and alignment with Company priorities.
Advocacy & Demand Generation: Builds advocates within IBD and RIA firms who support the Companys investment offerings.
Leverages advisor relationships to support approvals and adoption, and gathers insights on advisor preferences to inform product positioning.
Internal Collaboration: Works cross-functionally with internal teams to align on strategies and ensure effective use of time and resources.
Shares observations from the field to help identify process improvements and support stronger institutional relationships.
Industry Presence: Participates in industry conferences and trade associations (e.g., IPA, ADISA, ICI) to build visibility and credibility.
Stays current on competitive trends and regulatory developments impacting IBD and RIA distribution channels.

Requirements

What you’ll need

Bachelors degree or equivalent experience
7+ years of financial services industry experience with meaningful focus on IBD and /or RIA channels.
Established relationships with professionals within Independent Broker-Dealer and RIA firms.
Working knowledge of alternative investment products (REITs, BDCs, interval/tender offer funds, DSTs, OZs, etc.).
Strong sales aptitude with the ability to build credibility and influence advisors
Ability to meet deadlines and fid solutions to problems.
Excellent communication and presentation skills, both verbal and written
Proven ability to build and manage relationships across a territory
High attention to detail and strong organizational skills
Experience executing strategies with a solution-oriented mindset.
Ability to manage multiple priorities and complex information.
Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM platforms (Salesforce preferred)

Benefits

Comp & perks

Travel will be required for the position.
Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of this job.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial services experiencealternative investment productsREITsBDCsinterval fundstender offer fundsDSTsOZssales aptituderelationship management

Soft Skills

communication skillspresentation skillsorganizational skillsattention to detailproblem-solvinginfluencecollaborationtime managementsolution-oriented mindsetability to manage multiple priorities

Certifications

Bachelor's degree