SVP Managed REITS
Posted 3ds ago
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Job Description
Senior Vice President expanding SmartStop Self Storage’s REIT investment distribution through IBD and RIA relationships. Managing advisor partnerships, new business development, and industry engagement across the Midwest.
Responsibilities:
- Identify and pursue new firm relationships to expand the Company’s distribution footprint
- Support engagement strategies tailored to each firm’s structure and investment needs
- Assist in negotiating new agreements with senior leadership
- Manage and strengthen existing relationships with Independent Broker Dealers and RIAs within an assigned territory or coverage area
- Provide consistent communication and updates to maintain satisfaction and alignment with Company priorities
- Build advocates within IBD and RIA firms for the Company’s investment offerings
- Leverage advisor relationships to support approvals and adoption
- Gather advisor preference insights to inform product positioning
- Collaborate cross-functionally with internal teams on strategies and resource use
- Share field observations to identify process improvements and strengthen institutional relationships
- Participate in industry conferences and trade associations, including IPA, ADISA, and ICI
- Monitor competitive trends and regulatory developments affecting IBD and RIA distribution channels
- Travel for advisor meetings, events, conferences, and other position requirements
Requirements:
- Strong sales aptitude and ability to build credibility and influence advisors
- Ability to meet deadlines and solve problems
- Excellent verbal and written communication and presentation skills
- Proven ability to build and manage relationships across a territory
- High attention to detail and strong organizational skills
- Experience executing strategies with a solution-oriented mindset
- Ability to manage multiple priorities and complex information
- Proficiency in Microsoft Office, including Excel, Word, and Outlook
- Proficiency in CRM platforms; Salesforce preferred
- Willingness to travel occasionally for advisor meetings and events
- Must be legally authorized to work in the United States or Canada
- Bachelor’s degree or equivalent experience
- 7+ years of financial services industry experience with meaningful focus on IBD and/or RIA channels
- Established relationships with professionals within Independent Broker-Dealer and RIA firms
- Working knowledge of alternative investment products, including REITs, BDCs, interval/tender offer funds, DSTs, and OZs
- Ability to work Monday through Friday, 8:00 a.m. to 5:00 p.m., with occasional evening or weekend work
- Ability to perform sedentary work, sit for prolonged periods, move between worksites, communicate information, and perform repetitive wrist, hand, and finger motions
- Ability to lift up to 10 pounds
Benefits:
- Equal opportunity employer committed to diversity and an inclusive environment
- Reasonable accommodations for individuals with disabilities
- Remote work option
- Standard office equipment provided/used, including computers, phones, and photocopiers/scanners
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