Senior Alternative Investment Wholesaler

Vaga não está no LinkedIn

🕒 Março 25

🌲 North Carolina, Massachusetts, +1 estados a mais – Remoto

🌲 North Carolina – Remote 🍂 Massachusetts – Remote 🤠 Texas – Remote

💵 $240.000 - $340.000 / ano

⏰ Tempo Integral

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

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Get Bridge

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2020

📚 Educação

☁️ SaaS

🏢 Corporativo

Education • SaaS • Enterprise

Get Bridge é um sistema de gerenciamento de aprendizagem (LMS) abrangente e uma plataforma de habilidades projetada para aprimorar o desenvolvimento de funcionários, capacitação de gerentes e treinamento corporativo. O Get Bridge facilita a integração de novos contratados, treinamento de conformidade, desenvolvimento de habilidades, avaliações de desempenho e muito mais. Com criação avançada de cursos, análises integradas e recursos de aplicativos móveis, o Get Bridge permite que os usuários criem, compartilhem e acompanhem programas de treinamento envolventes em diversos dispositivos. Integrando-se perfeitamente a outras ferramentas, ele suporta tanto o treinamento de funcionários quanto de clientes. A plataforma é utilizada em vários setores, incluindo saúde, ensino superior, serviços financeiros e esportes profissionais, oferecendo recursos como tours auto-guiados e um blog para experiências de aprendizado aprimoradas.

Descrição

• 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.

🎯 Requisitos

• 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.

🏖️ Benefícios

• 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.