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SVP Managed REITs
SmartStop Self StorageSenior Vice President managing relationships for SmartStop REIT Advisors in financial services. Focused on new business development and managing existing partnerships in the IBD and RIA channels.
About the role
Key responsibilities & impact- 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
- Manages and strengthens existing relationships with Independent Broker Dealers and RIA's within an assigned territory or coverage area
- Provides consistent communication and updates to ensure high satisfaction and alignment with Company priorities
- 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
- Works cross-functionally with internal teams to align on strategies and ensure effective use of time and resources
- 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 find 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)
- Willingness to travel occasionally for advisor meetings and events
Benefits
Comp & perks- Travel will be required for the position
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial services experiencealternative investment productsREITsBDCsinterval fundstender offer fundsDSTsOZssales aptituderelationship management
Soft Skills
communication skillspresentation skillsorganizational skillsattention to detailproblem-solvingsolution-oriented mindsetability to meet deadlinesinfluencecredibility buildingmulti-priority management
Certifications
Bachelor's degree