Vice President – Business Solutions Consultant
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 identify opportunities among their clients, understand how 1031/DST portfolios can be tailored to a client’s tax situation, risk tolerance and income needs, and involve Realized early enough to support strong outcomes. The goal is to help advisors confidently incorporate investment property wealth management conversations into ongoing client relationships. The consultant explains Realized’s differentiated approach, including DST portfolios constructed using modern portfolio theory and proprietary risk ratings, objective diligence, standardized post-trade reporting, and support from the initial conversation through closing and beyond. The role combines advisor education and consultation, 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, including listening, diagnosing needs and making recommendations.
- Strong presentation and communication skills with advisors, home offices and, when appropriate, their clients.
- Self-directed and organized, and comfortable 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 on 1031 exchanges, real estate and real estate securities, including DSTs, REITs and QOZs, as well as Realized’s portfolio construction and risk-quantification approach.
- Help advisors identify opportunities early, including by incorporating investment property 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 their clients.
- Support key client meetings alongside advisors when appropriate.
- Hand off qualified cases to Case Management and remain engaged through closing to support a seamless advisor experience.
- Help advisors and firms integrate investment property planning into their client-service practices and develop repeatable processes.
- Follow up after meetings and cases to gather feedback, identify further 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.
- Collaborate 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
