About The Position

The AREX Product Specialist will provide dedicated 1031 and 721 exchange product support to internal and external distribution teams across all channels, including wirehouses, private banks, RIAs, regional firms, independent broker-dealers, and family offices. AREX is an industry-leading 1031 exchange platform, delivering institutional-quality solutions at scale, backed by the resources, investment capabilities, and sponsorship of Ares Management for high-net-worth investors. This role represents Ares in the distribution of private placement offerings that allow investors to sell investment real estate and defer capital gains taxes under IRC Section 1031, as well as pursue passive diversification through investments in Ares-sponsored real estate funds via 721/UPREIT transactions.

Requirements

  • Bachelor’s degree required
  • FINRA Series 7 and Series 63 licenses required
  • Prior experience in financial services required
  • Exceptional written and verbal communication skills
  • Demonstrated ability to explain complex real estate, tax, and financial concepts to sophisticated investors and professional advisors
  • Strong organizational skills with the ability to multitask in a fast-paced, transaction-oriented environment
  • Team-oriented mindset with flexibility to travel as needed

Nice To Haves

  • experience with real estate, 1031 exchanges, DSTs, UPREITs, or alternative investments strongly preferred
  • Familiarity with alternative investment products and wholesale distribution models highly beneficial

Responsibilities

  • Develop deep expertise and serve as a subject matter expert on 1031 exchanges, 721/UPREIT transactions, and Ares-sponsored diversified and industrial real estate funds
  • Clearly and effectively communicate the AREX platform, structures, and benefits to financial advisors, investors, and their tax and legal advisors
  • Partner closely with the AMCM distribution team to source, manage, and convert 1031 exchange opportunities into completed transactions
  • Proactively engage in outbound outreach, including calls, meetings, and conference calls, to support business development efforts
  • Travel with distribution, sales management, and portfolio management teams as needed
  • Attend and participate in conferences and industry events
  • Deliver presentations and public speaking engagements via conference calls, virtual meetings, in-person meetings, and industry forums
  • Actively manage and monitor transactions from initial inquiry through closing, coordinating with internal and external stakeholders
  • Collaborate with the closing team and other AREX team members to ensure timely and accurate execution
  • Contribute ideas for sales, marketing, and educational initiatives to further position and grow the AREX platform
  • Serve as a knowledgeable resource on commercial real estate, REITs, and maintain up-to-date understanding of 1031 exchange-related market and regulatory developments
  • Ensure adherence to all compliance requirements, including use of pre-approved marketing materials, prospectus guidelines, and licensing obligations
  • Timely completion of administrative responsibilities, including call reporting, deal tracking, and pipeline management using Salesforce.com
  • Conduct all activities with the highest level of professionalism

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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