UNAVAILABLE
On-siteHouston, Texas, United States
Job Summary
Develop and execute territory-level business strategies in partnership with Internal Sales Leadership to raise capital and meet objective goals. Prepare advisor-facing presentations, market updates, and product education sessions while providing consultative support on private real estate, REITs, and portfolio construction. Analyze advisor and firm data to identify growth opportunities, monitor territory performance, and recommend adjustments to coverage strategy and resource allocation. Exercise independent judgment in prioritizing relationships, determining follow-up strategies, and escalating matters to product specialists or compliance. Maintain accurate CRM records and participate in regional meetings to advance distribution effectiveness.
Required Qualifications
- Bachelor's degree from an accredited university
- SIE license
- Series 7 license
- Series 63 license
- Ability to lift up to 25lbs
- Work outside normal business hours as business needs deem appropriate
Desired Qualifications
- 1+ years of experience in financial services, private wealth distribution, intermediary sales, asset management, investment consulting, or related advisory support
- Experience working with financial advisors, RIAs, broker-dealers, private banks, or wealth management platforms
- Experience interpreting investment product features, advisor needs, market trends, competitive intelligence, fund flows, and distribution data
- Experience with private real estate, REITs, private markets, alternatives, interval funds, DSTs, or related private wealth investment solutions
- Strong knowledge of private wealth distribution, advisor practice models, capital markets, real estate, alternative investments, and private market product structures
- Ability to analyze advisor needs, interpret territory data, evaluate business opportunities, and recommend appropriate sales and product positioning strategies
- Demonstrated ability to exercise discretion and independent judgment on matters of business significance
- Strong written, verbal communication, presentation, and relationship-management skills
- Ability to explain complex investment concepts, product features, risks, limitations, and portfolio applications to sophisticated financial professionals
- Ability to influence internal and external stakeholders and contribute meaningfully to territory strategy and business planning
- Advanced proficiency with Microsoft Word, Excel, PowerPoint, CRM systems, virtual meeting tools, and investment analytics resources
- Strong work commitment, flexibility, enthusiasm, attention to detail, and ability to manage multiple strategic priorities and deadlines in a fast-paced, team-driven environment
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