Selby Jennings has been engaged by a Multi-family focused real estate investment firm with an AUM of $4bn. They are seeking a VP of Investment Operations & Advisor Services to join their rapidly growing team. This individual is responsible for providing leadership and oversight of the Investment Operations and Advisor Services function including oversight of core responsibilities such as investor onboarding, client servicing, communication to stakeholders, investor portal management, custodial relationships, distribution processing and fund administrator relationships.
Qualifications:
- 7+ years of experience in Investor Services, Advisor Services or Investment Operations
- 10+ years of experience in Real Estate and/or Financial Services Industry
- Knowledge of the regulatory, compliance and legalities applicable to investment operations is preferred
- Previous experience working with registered representatives, wire-houses, broker deals, registered investment advisors, and/or investors
- Knowledge of the 1031 tax deferred exchanges, qualified opportunity zone funds, and/or real estate development funds
- Bachelor's degree in Business Administartion, Finance, or related field preferred but not required; or equivalent combination of education and experience
- Series 7 or IRC certification is a plus
- Competency with Microsoft Office, Outlook, Word, Adobe, and Excel
- CRM experience essential, Salesforce preferred
