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Vice President, Private Wealth Management

Confidential - Indianapolis, IN

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Job Description

Vice President, Private Wealth Management About the Company Join a community-focused real estate investment firm (REIT) committed to impactful financial services. Industry Financial Services Type Privately Held Founded 1994 Employees 501-1000 Categories Consulting & Professional Services Financial Services Finance Hollywood REIT Asset Management Commercial Real Estate Property Development Property Management Specialties Real Estate Infrastructure Financial Services Commercial Real Estate Development REIT Net-Lease Real Estate Diversity Community-Focused Lending Professional People Institutional Professional Development Asset Management Property Management Urban Repositioning Creditworthy Tenants Investor-Focused Shareholder-Focused About the Role The Company is seeking a dynamic Vice President for its Private Wealth Group, focusing on RIA and Family Office channels. In this exciting role, you will drive fundraising campaigns across our diverse platform of real estate, infrastructure, and debt offerings. Your expertise will be crucial in communicating our compelling investment strategy and cultivating strong relationships with prominent RIA firms and family offices. You will manage your territory strategically to meet and exceed sales objectives. Key Responsibilities: Leverage exceptional presentation skills and industry knowledge to enhance the experience for RIA advisors and their clients. Collaborate with team members, mentor junior staff, and actively participate in industry events to promote our positioning. Utilize your extensive network and deep relationships within the RIA and family office sectors to drive growth. Qualifications: Bachelor's degree in Business, Finance, or a related field; MBA preferred. A minimum of 5-10 years of regional sales experience within the alternative investments space. Strong understanding of deliverable platforms and aggregator markets for the RIA channel. Outstanding communication, organizational, and presentation capabilities. High energy, self-motivated, with the ability to thrive under pressure and manage multiple tasks effectively. Integrity, a commitment to professional growth, and the capability to balance emotional and intellectual insights. Hiring Manager Title 1st VP, Western Divisional Sales Travel Percent 60% Functions General Management

Created: 2026-03-10

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