Strategy Specialist, Wealth Solutions

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

💵 $85k - $105k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Griffin Capital Company, LLC

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1995

🏠 Real Estate

💸 Finance

💰 $4.8M Venture Round on 2020-01

Real Estate • Finance • Investment

Griffin Capital Company, LLC is a vertically-integrated real estate investment firm that focuses on creating bespoke investment strategies based on durable secular growth themes. The company is committed to providing innovative real estate solutions for nearly three decades, generating strong, risk-adjusted performance for its investors. Griffin Capital leverages its experienced and cycle-tested team, extensive research capabilities, in-depth financial analysis, and expansive institutional network to create unparalleled investment opportunities. With significant assets owned, managed, or sponsored, the company emphasizes a spirit of innovation in delivering industry-leading results.

📋 Description

• Conduct outbound and inbound specialist calls with advisors. • Every call should introduce a concept, advance a relationship, or move a specific opportunity forward. • Co-own an assigned territory with an SVP, Wealth Solutions. • Build and execute the territory business plan, advisor coverage model, and sales strategy. • Host virtual meetings with advisors independently. • Cover advisor meetings virtually in support of the paired SVP when in-person coverage is not feasible. • Lead investment conversations across DST, QOZ, and Developmental Real Estate strategies, including the tax and planning context that drives advisor decision-making. • Qualify and advance advisor interest through the sales process. • Identify where an advisor is in their diligence process and define a concrete next step on every call. • Own the follow-up cadence for every advisor interaction: follow-up call, materials sent, next touchpoint scheduled, and CRM entry logged within 24 hours. • Execute call and email campaigns to achieve the firm’s strategic objectives. • Maintain the territory’s outreach cadence for advisors who are not yet active. • Prepare the SVP for field meetings: know the advisor’s history, prior conversations, pipeline status, and open items before the SVP walks in. • Build and manage the territory calendar, advisor rotation, and ranking. • Cover meetings within the territory, including occasional travel for 1:1 and group meetings with advisors. • Log all advisor calls, meetings, and territory activity in Salesforce/CRM within 24 hours. • Keep opportunity stages, contact records, and advisor profiles current. • Maintain deep, current product knowledge across all active Griffin strategies. • Research and understand competitor offerings to identify where Griffin’s solutions fit. • Stay current on broader financial markets, commercial real estate, and alternative investment trends. • Work with the team to prepare presentations, white papers, and other marketing materials. • Assist and resolve escalated client service issues when necessary. • Adhere to all compliance and company guidelines, including use of approved materials, documentation standards, and required licensing and continuing education.

🎯 Requirements

• Minimum three years of internal or external wholesaling or industry sales experience within a financial services firm. • One to three years of relevant work experience in alternative investments. • Bachelor's degree or equivalent combination of education and experience. • High sales acumen and the desire/ability to generate sales opportunities. • Must be confident, persuasive, and credible over the phone and in person. • High degree of proficiency in product, competition, industry, and Capital Markets knowledge, must be able to effectively communicate this knowledge with clients. • Outstanding relationship management, influencing and interpersonal skills to build and maintain collaborative partnerships. • Excellent verbal and written communication skills to engage with key partners as well as prepare and present sales materials, provide technical information regarding products and services, and develop sales presentations. • Proficient in Microsoft 365 (Excel, Word, Outlook). • Familiarity with AI productivity tools (e.g., Claude, Microsoft Copilot) preferred. • High attention to detail and proficiency in CRM systems. • Salesforce and Salesforce Mapping Tool required. • SIE, Series 7 and 63 required. • CFA, CAIA, CFP ideal, but not required. • Ability to travel occasionally for meetings with Advisors.

🏖️ Benefits

• 100% company paid individual Medical and Dental Insurance. • 100% company paid individual Life and Long- and Short-Term Disability Insurance. • 401(k) plan with up to 4% matching and full vesting. • Paid time off (PTO) starting at 17 days per year, with increases after 2 years of service. • A yearly Birthday Holiday and paid time off for community service. • State of the art onsite gym. • Company funded Lifestyle Spending Account. • Access to other health and tax-advantaged benefits.