Vice President – Business Solutions Consultant

Realized Holdings•Austin, TX

3d•Hybrid

About The Position

The Business Solutions Consultant brings Realized’s Investment Property Wealth Management solution to financial advisors and their firms. The role helps advisors recognize opportunities within their client relationships, understand how a 1031/DST portfolio can be designed around a client’s tax situation, risk tolerance, and income needs, and involve Realized early enough to support a successful outcome. The consultant helps advisors incorporate investment-property conversations into their ongoing client relationships. The role explains Realized’s approach, including DST portfolios built using modern portfolio theory and proprietary risk ratings, objective diligence, standardized post-trade reporting, and support from the initial conversation through closing and beyond. Responsibilities span advisor education, opportunity and case support, practice development, market representation, and collaboration with internal teams.

Requirements

At least 7 years of experience in financial-services sales to advisors, ideally in alternative investments, real estate and real estate securities, managed accounts/TAMP, or a similar consultative role.
Demonstrated success developing financial-advisor relationships and converting them into measurable production.
Working knowledge of 1031 exchanges and DSTs.
Familiarity with portfolio construction and the advisory business model.
Understanding of broad investment themes, portfolio-construction techniques, and relevant financial-planning services.
Consultative approach, with the ability to listen, diagnose needs, and recommend solutions.
Strong presentation and communication skills with advisors, home offices, and, when appropriate, clients.
Self-directed and organized, with comfort working in a growing company where processes are still being built.
CRM proficiency and disciplined follow-through.
Bachelor’s degree or equivalent experience.

Responsibilities

Engage advisors and their teams to understand their practices, client bases, and objectives, and explain where Realized fits.
Educate advisors about 1031 exchanges, real estate and real estate securities, including DSTs, REITs, and QOZs, and Realized’s approach to portfolio construction and risk quantification.
Help advisors identify investment-property opportunities early, including by incorporating relevant questions into client reviews and planning conversations.
Deliver individual and group presentations, webinars, and practice-management sessions.
Qualify early-stage opportunities and help advisors frame conversations with clients.
Support key client meetings alongside advisors when appropriate.
Hand off qualified cases to Case Management and remain engaged through closing.
Help advisors and firms integrate investment-property planning into their practices and develop repeatable processes.
Follow up after meetings and cases to gather feedback, identify additional needs, and strengthen relationships.
Represent Realized at partner-firm meetings, advisor events, and industry conferences.
Explain how Realized’s solution compares with other approaches advisors may encounter.
Share market feedback, competitive intelligence, and advisor needs with leadership, Marketing, and the investment team.
Work with the home-office relationship lead, Case Management, Marketing, and Compliance.
Maintain accurate CRM records of activity, pipeline, and advisor engagement.
Follow compliance, supervisory, and communications policies.