Senior Director, Private Wealth at JLL | Madison, WI, US | Rezi

Senior Director, Private Wealth at JLL

Senior Director, Private Wealth

JLL · Madison, WI, US

Today

Senior Director, Private Wealth

JLL · Madison, WI, US

6 hours ago
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About the Role

The JLL Private Wealth platform is seeking a Senior Director to join our team who can source, build and grow relationships with single family offices, multi-family offices and registered investment advisors (RIAs). This is an exciting opportunity to join a growing private wealth distribution team within the leading global commercial real estate services platform and ability to leverage access to a global capital markets infrastructure. This person will be focused on raising capital from the private wealth community and distributing direct and indirect commercial real estate investment opportunities, including investment sales, joint venture and fund offerings. This national role will work closely with the JLL Capital Markets team across all property sectors and business lines including investment banking, global funds advisory, investment sales advisory, strategic transactions, international capital coverage, private wealth and others. This role will work closely with US and global team members.

Responsibilities

  • Originate, cultivate, and manage relationships with single family offices, multi-family offices, and RIAs with allocation appetite for commercial real estate.
  • Develop a thorough understanding of each investor’s investment mandate, return requirements, sector preferences, and decision-making process.
  • Distribute investment opportunities to family offices and RIAs — including investment sales, structured equity, joint ventures, debt, sale-leasebacks, 1031/DST offerings and fund offerings.
  • Cross-sell the broader JLL platform including asset management, leasing, property management, valuations and other applicable services to expose family offices and RIAs to JLL’s full suite of global capabilities.
  • Contribute to the development and implementation of growth strategies for the platform, including identifying new ways to engage and expand investor relationships through events, marketing materials, pitch decks, thought leadership, and targeted outreach campaigns.
  • Prospect and develop new investor relationships through referrals, events, targeted campaigns, and cold outreach.
  • Represent JLL Private Wealth at key industry conferences relevant to the family office and RIA community.
  • Work closely with JLL’s domestic and international capital markets, investment sales, debt & equity placement, and private wealth teams to source deal flow, identify opportunities for investors, and drive collaboration across the platforms.
  • Maintain consistent communication with active investors and keep the broader network engaged through regular outreach, market updates, and events.
  • Utilize the private wealth CRM system to maintain accurate and up-to-date records of investor activity, preferences, and investment opportunities.
  • Report to the Head of Private Wealth, Americas

Requirements

  • Minimum 5 years’ experience in real estate capital markets and/or private wealth distribution.
  • Demonstrated track record of raising capital from family offices and/or RIAs.
  • Working knowledge of commercial real estate.
  • Excellent communication skills — written, verbal, and presentation — with the ability to interface with principals and senior decision-makers at family offices and wealth management firms.
  • Self-motivated, proactive, and organized.
  • Capable of managing a rolodex of investors along with multiple indirect and direct deal opportunities simultaneously.
  • Ability to effectively manage time and workload.
  • Comfortable operating within a small, entrepreneurial team inside a large institutional platform.
  • Strong understanding of and commitment to client service.
  • Candidates must be authorized to work in the United States without sponsorship.

Skills

  • Real estate capital markets
  • Private wealth distribution
  • Commercial real estate
  • Client service

Location

  • New York, NY

Work Type

  • On-site

Experience Level

  • Senior Director
  • Minimum 5 years’ experience

Education Level

  • Bachelor’s Degree required, preferably in Real Estate, Finance, Economics, or Business.
  • MBA or CFA a plus.
  • SIE, Series 7, and Series 63 required (or must obtain upon hire).
  • Real estate license required (or must obtain upon hire).

Salary/Compensations

  • 225,000.00 – 225,000.00 USD per year

Benefits

  • 401(k) plan with matching company contributions
  • Comprehensive Medical, Dental & Vision Care
  • Paid parental leave at 100% of salary
  • Paid Time Off and Company Holidays
  • Early access to earned wages through Daily Pay

About the Company

  • JLL empowers you to shape a brighter way.
  • Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients.
  • We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong.
  • Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward.
  • JLL is a Fortune 500, global commercial real estate firm operating in 80+ countries with over 200 years in the industry.
  • JLL Private Wealth is the firm’s dedicated distribution platform for the private wealth community, connecting family offices and RIAs to institutional-quality direct and indirect real estate investment opportunities.
  • The platform operates within one of the most recognized brands in commercial real estate, with access to JLL’s full global deal flow, research, and capital markets infrastructure.

Equal Opportunity

  • For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here.
  • Jones Lang LaSalle (“JLL”) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities.
  • If you need a reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may email us at HRSCLeaves@jll.com.
  • Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment.
  • Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest.
  • Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities.
  • California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information.
  • Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance.
  • Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.