Asset Management - Real Estate Wealth Management Investment Specialist - Executive Director
On-site · New York City, New York, United States
Job Summary
Executive Director, Investment Specialist on the Real Estate Americas client strategy team focusing on raising assets and increasing market share for real estate products through the Private Wealth channel. Collaborate with internal sales channels to position real estate solutions through RIAs and broker-dealer partners; develop and implement sales strategy aligned with platform objectives; work with internal partners to deliver timely materials and reports; maintain expertise in real estate markets and trends to translate insights into client responses; monitor competitive landscape and support growth initiatives; assist on strategic projects to support platform growth and ensure investor communications comply with regulatory standards.
Required Qualifications
- 8+ years of experience positioning investment products/alternatives in the wealth channel
- Strong background in real estate investment
- Experience with financial intermediaries in wealth channels
- Relationship-building with external clients and internal partners
- Excellent presentation skills for new business presentations and investment reviews
- Experience delivering results through internal partners
- Ability to translate economic forecasts and external information into client communications
- Series 7 and Series 3 certifications or willingness to obtain
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