Job Description
Job Description
This role is responsible for leading and overseeing the brokerage advisory function with a strong focus on alternative investments, including DSTs and 1031 Exchanges. The person in this role will manage and support a team of 3–4 brokerage advisory professionals while staying closely involved in daily operations. They will guide transactions, support advisors, and ensure work is completed accurately, compliantly, and in line with firm standards. This is a hands‑on position within a smaller firm, requiring someone who can lead confidently, work collaboratively across teams, and support both advisor needs and business growth.
Salary: 100k$-130k$
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of th...
This role is responsible for leading and overseeing the brokerage advisory function with a strong focus on alternative investments, including DSTs and 1031 Exchanges. The person in this role will manage and support a team of 3–4 brokerage advisory professionals while staying closely involved in daily operations. They will guide transactions, support advisors, and ensure work is completed accurately, compliantly, and in line with firm standards. This is a hands‑on position within a smaller firm, requiring someone who can lead confidently, work collaboratively across teams, and support both advisor needs and business growth.
Salary: 100k$-130k$
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of th...
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