Senior Vice President of Wealth Management

1 week ago


Austin, Texas, United States Realized Holdings Inc Full time
Job Description

Position: Vice President – Wealth Management

Company: Realized Holdings Inc

Classification: Exempt

Position Type: Full Time

Reporting To: Stephanie Elliott

Overview

The Vice President of Wealth Management will oversee a portfolio of high-net-worth clients, including individuals, entities, Broker Dealers, and Registered Investment Advisors (RIAs). This role focuses on guiding clients through the transition from direct investment properties to diversified portfolios that leverage Tax Optimized Real Estate ("TORE") solutions aimed at generating passive income. The incumbent will act as a key expert in Investment Property Wealth Management, delivering tailored solutions aligned with clients' financial objectives.

Key Responsibilities

  • Engage with clients to discuss strategies for Investment Property Wealth Management, serving as the leading expert in Tax Optimized Real Estate.
  • Develop goal-oriented financial plans and assess risk tolerance to effectively manage client portfolios.
  • Collaborate with a Realized Private Client Associate to cultivate and maintain strong, trust-based relationships with clients through personalized financial planning.
  • Utilize both warm and cold outreach methods to connect with potential clients and business partners.
  • Meet established revenue targets while prioritizing the best interests of clients.
  • Work alongside the Realized Research team to deliver customized investment strategies to clients.
  • Assess investor qualifications for various investment products.
  • Build professional networks to provide clients with additional resources as needed.
  • Coordinate with internal teams to enhance operational systems and processes.

Qualifications

  • Minimum of 3 years of consultative sales experience within the securities sector.
  • Proficient in utilizing CRM software.
  • Possession of active FINRA Series 7 and Series 66 licenses, or a combination of Series 65 and 63.

Preferred Skills

  • Familiarity with DST and 1031 exchanges, Opportunity Zone Funds, REITs, and commercial real estate.
  • Understanding of Modern Portfolio Theory (MPT), portfolio construction, risk tolerance, and risk-adjusted returns.

Additional Attributes

  • Ability to effectively sell concepts through a consultative approach.
  • Quickly establish rapport with affluent clients.
  • Strong active listening and communication skills.
  • Excellent time management and organizational abilities.
  • Team-oriented mindset with the capacity to manage multiple tasks in a results-driven environment.
  • Intellectual curiosity and a commitment to continuous learning.
  • High level of integrity and ethical standards.
  • Self-motivated and proactive in achieving goals.

Supervisory Responsibilities:

  • This position does not have supervisory responsibilities.

Success Indicators

  • Employ a consultative sales approach.
  • Demonstrate patience throughout the extended sales cycle.
  • Exhibit a clear understanding of goal-oriented financial planning within the investment property wealth management domain.


  • Austin, Texas, United States Realized Holdings Inc Full time

    Job OverviewPosition: Vice President – Wealth ManagementCompany: Realized Holdings IncClassification: ExemptPosition Type: Full TimeReporting To: Stephanie ElliottRole SummaryThe Vice President will oversee a portfolio of sophisticated clients, including individuals, entities, Broker Dealers, and Registered Investment Advisors (RIAs) who are looking for...


  • Austin, Texas, United States Realized Holdings Inc Full time

    Job OverviewPosition: Vice President – Wealth ManagementCompany: Realized Holdings IncClassification: ExemptPosition Type: Full TimeReporting To: Stephanie ElliottPosition SummaryThe Vice President will oversee a portfolio of high-net-worth clients, financial entities, and registered investment advisors (RIAs) seeking expert guidance in transitioning from...


  • Austin, Texas, United States U.S. Capital Wealth, LLC Full time

    Company Overview: U.S. Capital Wealth Advisors (USCWA) stands as a premier independent hybrid wealth management firm, committed to delivering outstanding financial solutions tailored to a diverse clientele.Position Title: Senior Vice President of OperationsRole Summary:Workflow Enhancement: Lead initiatives aimed at improving operational quality, efficiency,...


  • Austin, Texas, United States Thrive Pet Healthcare Full time

    Senior Vice President of LogisticsThe Senior Vice President of Logistics at Thrive Pet Healthcare is tasked with formulating and executing strategies aimed at enhancing the acquisition and oversight of materials, supplies, and equipment. This position requires leading a dedicated team to ensure efficient supply chain operations while fostering opportunities...


  • Austin, Texas, United States Diamondback Masonry Full time

    Position OverviewDiamondback Masonry is looking for a Senior Vice President of Operations to play a crucial role in our organization. This position involves the coordination and management of daily operational activities to ensure efficiency and effectiveness.Key Responsibilities:Enhance and refine operational methodologiesDistribute resources and materials...


  • Austin, Texas, United States South By Southwest Full time

    Job PurposeSXSW seeks an experienced Content professional to lead its Content and Experience teams. The Senior Vice President of Content will be responsible for continuously developing the long-term SXSW Content Strategy within the organization and how that intersects with the customer experience. This role plays a crucial role in shaping the future...

  • Senior Vice President

    2 weeks ago


    Austin, Texas, United States Realized Holdings Inc Full time

    Senior Vice President - Investment Property Solutions Company: Realized Holdings Inc Classification: Exempt Position Type: Full Time Reports to: Executive Leadership Job Overview This role is designed for an experienced professional to oversee a portfolio of sophisticated clients, including entities and financial advisors, who are seeking expert guidance in...


  • Austin, Texas, United States UBEO Inc Full time

    Position Title: Senior Vice President of Supply Chain ManagementCompany: UBEO Inc.Overview: UBEO Inc., a leading provider of business technology solutions, is on the lookout for a Senior Vice President of Supply Chain Management to enhance our operations.Role Purpose: This pivotal role will oversee UBEO's vendor relationships, focusing on product selection...


  • Austin, Texas, United States EnergyX Full time

    Senior Vice President of Lithium Metal Production - EnergyXAbout EnergyX: EnergyX is committed to being a leader in the global transition to sustainable energy solutions. Founded with a vision to innovate, the company specializes in advanced lithium-ion technologies and energy production methods.Position Overview: EnergyX is on the lookout for a Senior Vice...


  • Austin, Texas, United States ActiveProspect, Inc. Full time

    ActiveProspect - Senior Vice President of Client SuccessActiveProspect is a premier SaaS platform focused on consent-driven marketing, empowering organizations to act swiftly on leads, ensure regulatory compliance, and extract valuable insights. In alignment with our commitment to consent-based marketing, we are in search of a seasoned Senior Vice President...


  • Austin, Texas, United States American Campus Communities Full time

    Senior Vice President - Risk StrategyDepartment: Legal Affairs Employment Type: Full Time Location: Corporate Headquarters Overview The Senior Vice President of Risk Strategy is tasked with the comprehensive management and execution of the organization’s commercial insurance framework (excluding employee benefits). This role is pivotal in identifying and...


  • Austin, Texas, United States HVJ Associates Full time

    Job OverviewPosition: Senior Vice President of CoMET (Construction Materials Testing) DepartmentCompany: HVJ AssociatesLocation: Austin, TXReporting To: Vice President of OperationsRole SummaryThe Senior Vice President of the CoMET Department at HVJ Associates is tasked with leading the department in alignment with the overarching policies and strategies of...


  • Austin, Texas, United States SpyCloud Full time

    Position Title: Vice President of Customer Success – AmericasLocation: RemoteReporting To: Senior Vice President, Customer SuccessCompany Mission:SpyCloud is dedicated to enhancing online safety by disrupting the criminal underground. Our solutions prevent cyberattacks and safeguard over 4 billion accounts globally. The cybersecurity sector is dynamic and...


  • Austin, Texas, United States HVJ Associates Full time

    Job OverviewPosition: Senior Vice President of CoMET (Construction Materials Testing) DepartmentLocation: Austin, TXReporting To: Vice President of OperationsMission StatementThe Senior Vice President of the CoMET Department at HVJ Associates is tasked with enhancing the firm's operational effectiveness while adhering to the established corporate policies...


  • Austin, Texas, United States SpyCloud Full time

    Position: Vice President of Customer Success – AmericasLocation: RemoteReporting To: Senior Vice President, Customer SuccessCompany Mission:SpyCloud is dedicated to enhancing online safety by disrupting criminal activities. Our solutions protect over 4 billion accounts globally, thwarting cyber threats effectively. As a leader in the cybersecurity domain,...


  • Austin, Texas, United States HOUSING AUTHORITY OF TRAVIS COUNTY Full time

    Job Title: Vice President of OperationsReports To: Chief Executive Officer / Executive DirectorJob Summary:The Vice President of Operations is tasked with overseeing the daily operational functions of the Housing Authority, ensuring the delivery of high-quality services to the community. This position requires strategic foresight, departmental oversight, and...


  • Austin, Texas, United States HVJ Associates Full time

    Position OverviewTitle: Senior Vice President of CoMET DepartmentCompany: HVJ AssociatesLocation: Austin, TXReporting Structure: Reports to the Vice President of OperationsRole SummaryThe Senior Vice President of the CoMET Department at HVJ Associates plays a pivotal role in aligning departmental operations with the overarching goals of the organization....


  • Austin, Texas, United States Goodwill Central Texas Full time

    Position OverviewThe Senior Vice President of Retail Management plays a pivotal role in steering the strategic direction and operational oversight of all retail initiatives at Goodwill Central Texas. This leadership position is essential for driving the execution of retail strategies, monitoring performance metrics, and ensuring the achievement of revenue...


  • Austin, Texas, United States Optimal Full time

    Senior Vice President of Finance and AccountingOptimal is in search of a Senior Vice President of Finance and Accounting to deliver strategic assistance to the Chief Financial Officer, supervise divisional finance leaders, and manage financial reporting and budgeting processes.About Optimal:Optimal stands as a premier performance marketing agency committed...


  • Austin, Texas, United States SpyCloud Full time

    Senior Vice President of Client Success - AmericasLocation: Remote Reporting to : SVP, Customer Success Company Mission : SpyCloud is dedicated to enhancing online safety by disrupting criminal activities. Our solutions prevent cyber threats and safeguard over 4 billion accounts globally. The cybersecurity sector is rapidly evolving, and being at the...