SVP, Managed REITS

SmartStop Self Storage•Ladera Ranch, CA

4d•Hybrid

About The Position

The Senior Vice President (SVP), SmartStop REIT Advisors, supports the growth and maintenance of the Company’s relationships across the Independent Broker-Dealer (IBD) and Registered Investment Advisor (RIA) channels. This role focuses on managing and growing an assigned book of relationships, supporting new business development efforts, and contributing to the expansion of distribution opportunities for the Company’s investment offerings. The SVP reports directly to the CFO.

Requirements

Must be legally authorized to work in the hiring country (United States or Canada).
Bachelor’s degree or equivalent experience
7+ years of financial services industry experience with meaningful focus on IBD and /or RIA channels.
Established relationships with professionals within Independent Broker-Dealer and RIA firms.
Working knowledge of alternative investment products (REITs, BDCs, interval/tender offer funds, DSTs, OZs, etc.).
Strong sales aptitude with the ability to build credibility and influence advisors
Ability to meet deadlines and find solutions to problems.
Excellent communication and presentation skills, both verbal and written
Proven ability to build and manage relationships across a territory
High attention to detail and strong organizational skills
Experience executing strategies with a solution-oriented mindset.
Ability to manage multiple priorities and complex information.
Proficiency in Microsoft Office (Excel, Word, Outlook) and CRM platforms (Salesforce preferred)
Willingness to travel occasionally for advisor meetings and events

Responsibilities

Identifies and pursues new firm relationships to expand the Company’s distribution footprint.
Supports engagement strategies tailored to each firm’s structure and investment needs, and assists in negotiating new agreements in collaboration with senior leadership.
Manages and strengthens existing relationships with Independent Broker-Dealers and RIAs within an assigned territory or coverage area.
Provides consistent communication and updates to ensure high satisfaction and alignment with Company priorities.
Builds advocates within IBD and RIA firms who support the Company’s investment offerings.
Leverages advisor relationships to support approvals and adoption, and gathers insights on advisor preferences to inform product positioning.
Works cross-functionally with internal teams to align on strategies and ensure effective use of time and resources.
Shares observations from the field to help identify process improvements and support stronger institutional relationships.
Participates in industry conferences and trade associations (e.g., IPA, ADISA, ICI) to build visibility and credibility.
Stays current on competitive trends and regulatory developments impacting IBD and RIA distribution channels.