Senior Vice President of Wealth Management
1 week ago
Position: Vice President – Wealth Management
Company: Realized Holdings Inc
Classification: Exempt
Position Type: Full Time
Reporting To: Stephanie Elliott
Role Summary
The Vice President will oversee a portfolio of sophisticated clients, including individuals, entities, Broker Dealers, and Registered Investment Advisors (RIAs) who are looking for expert guidance in transitioning from direct property investments to diversified portfolios that include institutional-quality real estate assets. This role will serve as a key authority in Investment Property Wealth Management, providing tailored solutions that align with clients' financial aspirations.
Key Responsibilities
- Engage with clients to discuss strategies related to Investment Property Wealth Management and act as the primary expert in Tax Optimized Real Estate.
- Develop goal-oriented financial plans and assess risk tolerance to effectively manage clients' wealth.
- Collaborate with a Realized Private Client Associate to cultivate and maintain strong, trust-based relationships with clients through personalized financial planning.
- Utilize marketing-generated leads to conduct outreach to 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.
- Evaluate investors for suitability regarding various investment products.
- Build professional networks to support clients in accessing additional resources.
- Communicate effectively with internal teams to enhance operational systems and processes.
Required 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 licenses.
Preferred Qualifications
- Familiarity with DST and 1031 exchanges, Opportunity Zone Funds, REITs, and commercial real estate.
- Understanding of Modern Portfolio Theory (MPT), portfolio construction, risk assessment, and risk-adjusted returns.
Additional Skills
- Ability to effectively sell concepts using a consultative approach.
- Strong capability to connect with affluent clients quickly.
- Excellent active listening skills.
- Strong verbal and written communication abilities.
- Exceptional time management and organizational skills.
- Team-oriented with the capacity to manage multiple tasks in a results-driven environment.
- Intellectually curious with a commitment to continuous learning.
- High level of integrity and ethical standards.
- Self-motivated and proactive.
Supervisory Responsibilities
- This position does not have supervisory responsibilities.
Success Indicators
- Adoption of a consultative sales approach.
- Patience in navigating long sales cycles.
- Clear comprehension of goal-oriented financial planning within the investment property wealth management sector.
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