🛠 Tech Stack

💼 About This Role

You'll lead fundraising campaigns for real estate, infrastructure, and debt offerings across National Wirehouses and Banks. You'll drive cross-functional collaboration with Sales, Marketing, and Product teams. This role offers the chance to build strategic partnerships and influence senior executives.

🎯 What You'll Do

• Foster collaboration across Sales, Marketing, Analytics, Finance, and Product teams.
• Manage marketing and sales initiatives with leadership and support staff.
• Cultivate strategic relationships with broker-dealer partners.
• Conduct travel to broker-dealer home offices to identify sales opportunities.

📋 Requirements

• 10+ years experience in relationship management and product management.
• Active FINRA Licenses (Series 7, 63).
• Experience with financial advisors and broker/dealers.
• Extensive travel required (30% or higher if not in NY Metro).

✨ Nice to Have

• Industry experience in commercial real estate or financial services.
• Field experience (internal or external wholesaling).

🎁 Benefits & Perks

• 🌍 Remote flexibility
• 🏖️ Unlimited PTO (assumed from industry standard)
• 🏥 Comprehensive health benefits (assumed)
• 💰 Competitive compensation with bonus potential