Strategy Specialist, Wealth Solutions

Griffin Capital Company • El Segundo, CA

8d • $85,000 - $105,000 • Hybrid

About The Position

The Strategy Specialist is Griffin Capital’s internal investment specialist and co-owner of an assigned territory alongside an SVP, Wealth Solutions. This is a specialist seat with its own production expectations, its own advisor relationships, and its own accountability for territory output. The SVP owns the field; the Strategy Specialist owns the desk: inbound and outbound call activity, follow-up cadence, CRM integrity, virtual meeting hosting, and the specialist conversations that keep the territory moving between field visits. Strategy Specialists are expected to be subject matter experts in Griffin’s investment strategies — DST/1031 exchange, Qualified Opportunity Zone, and Developmental Real Estate offerings — and in the tax and planning context that makes those strategies relevant to advisors and their clients.

Requirements

• Minimum three years of internal or external wholesaling or industry sales experience within a financial services firm.
• One to three years of relevant work experience in alternative investments.
• Bachelor's degree or equivalent combination of education and experience.
• High sales acumen and the desire/ability to generate sales opportunities. Must be confident, persuasive, and credible over the phone and in person.
• High degree of proficiency in product, competition, industry, and Capital Markets knowledge, must be able to effectively communicate this knowledge with clients.
• Outstanding relationship management, influencing and interpersonal skills to build and maintain collaborative partnerships.
• Excellent verbal and written communication skills to engage with key partners as well as prepare and present sales materials, provide technical information regarding products and services, and develop sales presentations.
• Proficient in Microsoft 365 (Excel, Word, Outlook). Familiarity with AI productivity tools (e.g., Claude, Microsoft Copilot) preferred.
• High attention to detail and proficiency in CRM systems. Salesforce and Salesforce Mapping Tool required.
• SIE, Series 7 and 63 required.
• Ability to travel occasionally for meetings with Advisors.

Nice To Haves

• CFA, CAIA, CFP ideal, but not required.

Responsibilities

• Conduct outbound and inbound specialist calls with advisors. Every call should introduce a concept, advance a relationship, or move a specific opportunity forward.
• Co-own an assigned territory with an SVP, Wealth Solutions. Build and execute the territory business plan, advisor coverage model, and sales strategy.
• Host virtual meetings with advisors independently. Cover advisor meetings virtually in support of the paired SVP when in-person coverage is not feasible.
• Lead investment conversations across DST, QOZ, and Developmental Real Estate strategies, including the tax and planning context that drives advisor decision-making.
• Qualify and advance advisor interest through the sales process. Identify where an advisor is in their diligence process and define a concrete next step on every call.
• Own the follow-up cadence for every advisor interaction: follow-up call, materials sent, next touchpoint scheduled, and CRM entry logged within 24 hours.
• Execute call and email campaigns to achieve the firm’s strategic objectives. Maintain the territory’s outreach cadence for advisors who are not yet active.
• Prepare the SVP for field meetings: know the advisor’s history, prior conversations, pipeline status, and open items before the SVP walks in.
• Build and manage the territory calendar, advisor rotation, and ranking. Cover meetings within the territory, including occasional travel for 1:1 and group meetings with advisors.
• Log all advisor calls, meetings, and territory activity in Salesforce/CRM within 24 hours. Keep opportunity stages, contact records, and advisor profiles current.
• Maintain deep, current product knowledge across all active Griffin strategies. Research and understand competitor offerings to identify where Griffin’s solutions fit.
• Stay current on broader financial markets, commercial real estate, and alternative investment trends.
• Work with the team to prepare presentations, white papers, and other marketing materials.
• Assist and resolve escalated client service issues when necessary.
• Adhere to all compliance and company guidelines, including use of approved materials, documentation standards, and required licensing and continuing education.

Benefits

• 100% company paid individual Medical and Dental Insurance.
• 100% company paid individual Life and Long- and Short-Term Disability Insurance.
• 401(k) plan with up to 4% matching and full vesting.
• Paid time off (PTO) starting at 17 days per year, with increases after 2 years of service.
• A yearly Birthday Holiday and paid time off for community service.
• State of the art onsite gym.
• Company funded Lifestyle Spending Account.
• Access to other health and tax-advantaged benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level