Overview of Company
R2 is a fast-growing private equity firm that deals with high net worth investors both locally and globally. Using the power of technology, we connect both retail and institutional investors to high yield commercial real estate deals. Our principals have decades of experience working with BMO, RBC, CIBC and Jones Lang LaSalle’s corporate finance areas and we now utilize our relationships to offer these well underwritten commercial real estate opportunities to our client base. R2 has grown to a family of 20 employees now and we are adding highly driven and motivated individuals to our firm. We offer a diverse and fun environment to work with lots of autonomy to do entrepreneurial things within the company. Our leadership is very open minded towards new ideas. So, come join us and grow with us!
Overview of Position
The senior investment advisor is primarily responsible for client service by managing existing relationships, building new relationships through strategic initiatives, and ensuring the investment process is handled with care and professionalism. The senior investment advisor is also expected to be knowledgeable about R2 product offerings, the investor subscription process, the EMD (“Exempt Market Dealer”) compliance regulations and requirements, and must have the ability to effectively assess investor suitability.
-Sell private real estate securities with an expected origination volume of $3,000,000 in investment sales per year
-Build and maintain strong relationships with prospective and current investors with a focus on client service
-Develop and implement strategies to increase the investor network, and scope of service for existing and potential investors
-Have overview discussions with new and prospective investors to explain investment process, structuring, returns, risk and other relevant factors
-Maintain a deep understanding and technical knowledge of offerings in order to provide the best solutions for investors
-Clearly communicate R2 offerings and assist investors in understanding all subscription documentation, funding requirements, and post-close activities
-Maintain up to date investor files and information on the appropriate systems and CRM software.
-Minimum 2-3 years of financial services or real estate investment advisory/sales experience, in a client facing capacity
-An established book of clients
-Proficient in Microsoft Office Suite.
-Effective verbal and written communications skills: ability to explain development offering details, and handle client concerns in a professional and appropriate manner
-Results oriented with ability to complete objectives
-Track record of meeting and exceeding personal targets
-Highly organized and hard working
Investment advisory or similar: 2 years (Required)
License or certification
Exempt Market Dealer or similar securities licence (Required)