Associate, Exchange Services
About The Position
Ares Wealth Management Solutions (AWMS) oversees the product development, distribution, marketing, and client management activities of investment offerings for the global wealth management channel. Backed by the scale of the Ares platform, AWMS provides advisors and investors with access to institutional-quality private market solutions across credit, private equity, real estate, and secondaries strategies. This position is responsible for independently managing closing processes related to Ares Real Estate Exchange (AREX) 1031 exchange investor purchases and 721-exchange/UPREIT transactions. This role requires a detail-oriented, highly organized professional capable of coordinating multiple stakeholders, managing complex documentation workflows, and serving as a central communication point across internal teams, financial advisors, investors, qualified intermediaries, and external partners.
Requirements
- Bachelor’s degree or equivalent experience required.
- Minimum of 3 years of experience in relevant transaction, real estate closing, or financial services roles.
- Experience reviewing trust, LLC, partnership, and corporate documentation preferred.
- Strong project management, workflow organization, and multitasking capabilities.
- Excellent attention to detail, time management, and follow-through.
- Professional verbal and written communication skills.
- Ability to work independently while contributing effectively to team objectives.
- Comfortable in dynamic, fast-paced environments and managing deadlines under pressure.
- Proficiency in Microsoft Word, Adobe Acrobat, and Salesforce.
Nice To Haves
- Experience reviewing trust, LLC, partnership, and corporate documentation preferred.
Responsibilities
- Independently manage and close new investor purchases into the AREX program and post-closing investor transactions, including UPREITs, account transfers, and redemptions.
- Review and verify entity documents (trusts, LLCs, operating agreements, corporate documents) and prepare complete closing packages and loan-related documents.
- Serve as a key communication hub with financial advisors, investors, qualified intermediaries, and internal AWMS teams.
- Maintain transaction tracking workflows, deadlines, and milestone schedules within internal systems.
- Partner with the Client Services Team on investor account maintenance.
- Coordinate with loan underwriting teams on transactions involving debt financing.
- Assist in identifying process improvements and operational efficiencies.
- Support maintenance of structured, well-documented procedures and internal playbooks.
Benefits
- Comprehensive Medical/Rx, Dental and Vision plans
- 401(k) program with company match
- Flexible Savings Accounts (FSA)
- Healthcare Savings Accounts (HSA) with company contribution
- Basic and Voluntary Life Insurance
- Long-Term Disability (LTD) and Short-Term Disability (STD) insurance
- Employee Assistance Program (EAP)
- Commuter Benefits plan for parking and transit
- Access to a world-class medical advisory team
- A mental health app that includes coaching, therapy and psychiatry
- A mindfulness and wellbeing app
- Financial wellness benefit that includes access to a financial advisor
- New parent leave
- Reproductive and adoption assistance
- Emergency backup care
- Matching gift program
- Education sponsorship program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
