Confidential
Executive Director, Real Estate Investment Specialist, Asset Management
Confidential, San Francisco, California, United States, 94101
Executive Director, Real Estate Investment Specialist, Asset Management
About the Company
Diverse financial services firm & investment bank
Industry Financial Services
Type Public Company
Founded 2000
Employees 10,001+
Categories
Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management Investment Banking Investment Management Venture Capital Consulting & Professional Services B2B Business Corporations JPMorgan Chase Currencies New York City Economics Insurance Credit
Specialties
consumer & community banking corporate and investment bank asset management private banking and commercial banking
Business Classifications
B2B
About the Role
The Company is seeking an Executive Director for the West Coast Real Estate Investment Specialist role within its Asset Management division. The successful candidate will be responsible for leading the prospecting of new clients, deepening existing client and consultant relationships, and providing thought leadership. This role is pivotal in growing and maintaining the Real Estate Americas book of business with a focus on the U.S. client base, including various institutional investors. The Executive Director will be expected to initiate and manage client relationships, establish strategic partnerships, and deliver the firm's resources to meet client investment goals. A strong network of relationships with Western U.S. institutional real estate investors is essential, as is the ability to deliver compelling business presentations and investment reviews.
Applicants must have a minimum of 7 years' experience in raising capital for real estate investment strategies or equivalent investment experience, with a proven track record. The role requires excellent communication skills, strong relationship-building abilities, and a deep understanding of regional economic forecasts. The ideal candidate will have a strong work ethic, be results-oriented, and be willing to travel. An undergraduate degree in business or a related field is required, with a preference for candidates holding an MBA or CFA. Professional certifications such as Series 3, 7, and 63 are also preferred. The role demands the highest ethical standards in professional and personal conduct, and the ability to work collaboratively with various internal and external stakeholders.
Hiring Manager Title Head of Strategy for Consumer & Community Banking
Travel Percent Less than 10%
Functions
Finance Non-Profit Management
About the Company
Diverse financial services firm & investment bank
Industry Financial Services
Type Public Company
Founded 2000
Employees 10,001+
Categories
Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management Investment Banking Investment Management Venture Capital Consulting & Professional Services B2B Business Corporations JPMorgan Chase Currencies New York City Economics Insurance Credit
Specialties
consumer & community banking corporate and investment bank asset management private banking and commercial banking
Business Classifications
B2B
About the Role
The Company is seeking an Executive Director for the West Coast Real Estate Investment Specialist role within its Asset Management division. The successful candidate will be responsible for leading the prospecting of new clients, deepening existing client and consultant relationships, and providing thought leadership. This role is pivotal in growing and maintaining the Real Estate Americas book of business with a focus on the U.S. client base, including various institutional investors. The Executive Director will be expected to initiate and manage client relationships, establish strategic partnerships, and deliver the firm's resources to meet client investment goals. A strong network of relationships with Western U.S. institutional real estate investors is essential, as is the ability to deliver compelling business presentations and investment reviews.
Applicants must have a minimum of 7 years' experience in raising capital for real estate investment strategies or equivalent investment experience, with a proven track record. The role requires excellent communication skills, strong relationship-building abilities, and a deep understanding of regional economic forecasts. The ideal candidate will have a strong work ethic, be results-oriented, and be willing to travel. An undergraduate degree in business or a related field is required, with a preference for candidates holding an MBA or CFA. Professional certifications such as Series 3, 7, and 63 are also preferred. The role demands the highest ethical standards in professional and personal conduct, and the ability to work collaboratively with various internal and external stakeholders.
Hiring Manager Title Head of Strategy for Consumer & Community Banking
Travel Percent Less than 10%
Functions
Finance Non-Profit Management