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About the Role
The Business Solutions Consultant brings Realized’s investment property solution to financial advisors and their firms. You will help advisors recognize opportunities for Investment Property Wealth Management within their existing client relationships, understand how a 1031/DST portfolio can be constructed around a client’s tax situation, risk tolerance and income needs, and engage Realized early enough to deliver the best outcome. The objective is to make advisors comfortable and well-supported in incorporating IPWM conversations into their ongoing relationships with all clients. You will be the advisor’s guide to what sets Realized apart: DST portfolios built with modern portfolio theory and proprietary risk ratings rather than offering-by-offering selection, objective diligence and standardized post-trade reporting, and a team that carries the work from first conversation to closing and beyond.
Responsibilities
- Engage advisors and their teams to understand their practice, client base and objectives, then show where Realized fits.
- Educate advisors on 1031 exchanges, real estate and real estate securities (DSTs, REITs and QOZs), and on how Realized’s approach to portfolio construction and risk quantification improves client outcomes.
- Equip advisors to identify opportunities early, for example by adding a few investment property questions to client reviews and planning conversations.
- Deliver one-on-one and group presentations, webinars and practice-management sessions.
- Qualify early-stage opportunities and help advisors frame the conversation with their clients.
- Support key client meetings alongside the advisor when appropriate.
- Hand off qualified cases to Case Management and stay engaged through closing so the advisor experience is seamless.
- Help advisors and firms build investment property planning into how they serve clients, turning a first case into a repeatable part of their practice.
- Follow up after meetings and cases to gather feedback, identify further needs and strengthen the relationship.
- Represent Realized at partner-firm meetings, advisor events and industry conferences.
- Clearly explain how Realized’s solution compares with other approaches advisors may encounter.
- Share market feedback, competitive intelligence and advisor needs with leadership, Marketing and the investment team.
- Work closely with the home-office relationship lead, Case Management, Marketing and Compliance.
- Maintain accurate CRM records of activity, pipeline and advisor engagement.
- Follow all compliance, supervisory and communications policies.
Requirements
- 7+ years of experience in financial services sales to advisors, ideally in alternative investments, real estate and real estate securities, managed accounts/TAMP or a similar consultative role.
- Demonstrated success developing financial advisor relationships and converting those relationships into measurable production.
- Working knowledge of 1031 exchanges and DSTs; familiarity with portfolio construction and the advisory business model.
- Understanding of broad investment themes, techniques of portfolio constructions and relevant financial planning services.
- A consultative approach: you listen first, diagnose, then recommend.
- Strong presentation and communication skills with advisors, home offices and, when appropriate, their clients.
- Self-directed, organized and comfortable in a growing company where process is still being built.
- CRM proficiency and disciplined follow-through.
Skills
- Financial services sales
- Alternative investments
- Real estate
- Real estate securities
- Managed accounts/TAMP
- Consultative sales
- 1031 exchanges
- DSTs
- Portfolio construction
- Advisory business model
- Investment themes
- Financial planning services
- Presentation skills
- Communication skills
- CRM proficiency
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- 7+ years
Education Level
- Bachelor's degree or equivalent experience
About the Company
- Realized helps wealth-management firms and their advisors guide clients through one of the largest financial decisions of their lives: transitioning investment property into a portfolio built around their goals. Through specialist planning, portfolio construction, exchange execution and ongoing monitoring, Realized makes the 1031 exchange a solution advisors can confidently bring to their clients, without having to become real estate specialists themselves.