Senior Alternative Investment Wholesaler

Role Overview

• 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.

Requirements

• Minimum 10 years working in financial services with prior experience serving in a private wealth distribution role.
• Proficiency and track record in successful Real Estate sales including but not limited to Private REITs, Interval Funds, DSTs and closed-end drawdown Real Estate offerings.
• Significant relationships with high value advisors in the RIA and IBD channels in given territory, with a proven track record of raising assets.
• Demonstrated ability and commitment to a team focused approach to achieving individual, group, and business goals.
• Sales and relationship-building acumen – ability to influence advisor decisions at point of sale.
• Execute from sales process and business plan.
• Deep knowledge of economics and capital markets, including global macro and marketing topics, paired with strong investment acumen.
• Proven excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused, and concise manner.
• Demonstrated ability to effectively interact and communicate with all levels of staff and management.
• Demonstrated experience maintaining a calm and professional demeanor when handling demanding situations, such as prioritizing multiple tasks with critical target dates, dealing with demanding customers and participating in discussions with limited preparation time.
• Must be able to cite examples from work experience on identifying complex problems, quantifying the problem, and providing resolutions to solve.
• Demonstrated strong results orientation. Must cite examples of situations where a strong results orientation was demonstrated.

Benefits

• Full Insurance benefit suite including Medical Insurance, Dental Insurance, Vision Insurance, Critical Illness Insurance, Accident Insurance, Short Term Disability, Legal & Identity Theft Insurance, and Pet Insurance.
• Company paid Life Insurance (option to buy additional available) and Long-Term Disability.
• Access to benefits concierge service.
• Access to Mental Health & Well-Being service.
• Cell Phone Reimbursement: You will be provided a mobile phone allowance of $30 per month.
• 401K: Bridge Investment Group will match your contributions dollar-for-dollar, up to 6% of your pay. These contributions are fully vested immediately. Eligible employees are automatically enrolled at a 4% contribution rate.
• Vacation Time: Employee will accrue 3.38 hours of paid time off per pay period for a total of 17 days per year.
• 11 Paid Holidays per year.
• Sick Time: You will accrue 1 hour of sick time for every 30 hours worked with a cap of 48 hours.
• Following six (6) months of employment at the Company, you will be eligible per birth, adoption or placement of a child for four (4) weeks of paid parental leave as the primary caregiver to the child or two weeks of paid parental leave as the secondary caregiver to the child.
• Following two years of employment at the Company, you will be eligible for twelve weeks of paid parental leave per birth, adoption, or placement of a child if you are the primary caregiver of the child.
• Tuition Reimbursement: Up to $5,000 per year of pre-approved tuition expenses will be reimbursed upon submission of approved documentation.