SVP Managed REITS

This is a fully remote position, open to applicants in California.

📋 Description

• Identify and seek new partnerships to enhance the Company's distribution reach.

• Support tailored engagement strategies that align with each firm's structure and investment requirements.

• Assist in negotiating new agreements with senior management.

• Manage and enhance current relationships with Independent Broker Dealers and RIAs within a designated territory or coverage area.

• Provide regular communication and updates to ensure satisfaction and alignment with Company objectives.

• Cultivate advocates within IBD and RIA firms for the Company’s investment products.

• Leverage advisor relationships to facilitate approvals and adoption of products.

• Gather insights on advisor preferences to guide product positioning.

• Collaborate across internal teams on strategies and resource allocation.

• Share field observations to identify areas for process improvement and strengthen institutional relationships.

• Participate in industry conferences and trade associations, including IPA, ADISA, and ICI.

• Monitor competitive trends and regulatory changes impacting IBD and RIA distribution channels.

• Travel for advisor meetings, events, conferences, and other job-related activities.

⛳️ Requirements

• Strong sales aptitude with the ability to build credibility and influence advisors.

• Capable of meeting deadlines and resolving issues effectively.

• Excellent verbal and written communication, along with presentation skills.

• Proven track record of building and managing relationships across a designated territory.

• High attention to detail and exceptional organizational skills.

• Experience in executing strategies with a focus on solutions.

• Ability to manage multiple priorities and intricate information.

• Proficient in Microsoft Office, including Excel, Word, and Outlook.

• Proficient in CRM platforms; Salesforce is preferred.

• Willingness to travel occasionally for advisor meetings and events.

• Must be legally authorized to work in the United States or Canada.

• Bachelor’s degree or equivalent experience is required.

• 7+ years of experience in the financial services industry, with a significant focus on IBD and/or RIA channels.

• Established relationships with professionals at Independent Broker-Dealer and RIA firms.

• Working knowledge of alternative investment products, including REITs, BDCs, interval/tender offer funds, DSTs, and OZs.

• Availability to work Monday through Friday, from 8:00 a.m. to 5:00 p.m., with occasional evening or weekend commitments.

• Ability to perform sedentary work, sit for extended periods, move between worksites, communicate information, and perform repetitive wrist, hand, and finger motions.

• Ability to lift up to 10 pounds.

🏝️ Benefits

• Equal opportunity employer dedicated to diversity and fostering an inclusive environment.

• Reasonable accommodations available for individuals with disabilities.

• Option for remote work.

• Standard office equipment provided, including computers, phones, and photocopiers/scanners.