SVP Managed REITS

🔥 0 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🔴 Lead

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SmartStop Self Storage

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2009

📦 Logistics

🏨 Hospitality

💼 Consulting

Logistics • Hospitality • Consulting

SmartStop Self Storage is a leading provider of convenient and secure self-storage solutions, operating numerous locations throughout the United States and Canada. The company specializes in a variety of storage types, including personal, vehicle, business, student, and climate-controlled units, ensuring that all storage needs are met. SmartStop is dedicated to exceptional customer service and community giving, recognized for its cleanliness and safety measures in its facilities.

📋 Description

• Identify and pursue new firm relationships to expand the Company’s distribution footprint • Support engagement strategies tailored to each firm’s structure and investment needs • Assist in negotiating new agreements with senior leadership • Manage and strengthen existing relationships with Independent Broker Dealers and RIAs within an assigned territory or coverage area • Provide consistent communication and updates to maintain satisfaction and alignment with Company priorities • Build advocates within IBD and RIA firms for the Company’s investment offerings • Leverage advisor relationships to support approvals and adoption • Gather advisor preference insights to inform product positioning • Collaborate cross-functionally with internal teams on strategies and resource use • Share field observations to identify process improvements and strengthen institutional relationships • Participate in industry conferences and trade associations, including IPA, ADISA, and ICI • Monitor competitive trends and regulatory developments affecting IBD and RIA distribution channels • Travel for advisor meetings, events, conferences, and other position requirements

🎯 Requirements

• Strong sales aptitude and ability to build credibility and influence advisors • Ability to meet deadlines and solve problems • Excellent verbal and written communication and presentation skills • 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, including Excel, Word, and Outlook • Proficiency in CRM platforms; Salesforce 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 • 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, including REITs, BDCs, interval/tender offer funds, DSTs, and OZs • Ability to work Monday through Friday, 8:00 a.m. to 5:00 p.m., with occasional evening or weekend work • Ability to perform sedentary work, sit for prolonged 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 committed to diversity and an inclusive environment • Reasonable accommodations for individuals with disabilities • Remote work option • Standard office equipment provided/used, including computers, phones, and photocopiers/scanners