USAA Real Estate

Executive Director, Private Wealth Management

Job Location US-TX-Dallas
ID
2021-2020
# of Openings
1

Company Overview

USAA Real Estate is an industry leader in acquiring, developing, financing and managing the highest quality real estate assets in North America and Europe. The mission of USAA Real Estate is to serve the financial interests of its investor clients by strengthening the profitability and diversity of the USAA investment portfolio, which includes multifamily, industrial, office and hotel properties, as well as e-commerce logistics and distribution centers, media production facilities and data centers. Aligned with a series of strategic partnerships cultivated over decades of co-investment, USAA Real Estate engages with preeminent sector leaders demonstrating proven domain expertise in a shared drive to achieve superior, risk-adjusted returns. For more information, visit usrealco.com.

Job Description

Purpose of Job: 

Establishes development and enhancement of the following High Net Worth channels: Registered Investment Advisors (RIAs), Family Offices and Private Banks with the intent of attracting capital to the USAA Real Estate platform including the ODCE index investment strategies managed by IDR. This is done primarily through face-to-face meetings, as well as at industry conferences, with a goal of increasing real estate market share and building USAA Real Estate awareness and advocacy.

 

Essential Duties:

  • Using a consultative approach and a disciplined sales process, the Executive Director will identify and qualify appropriate prospects, work towards developing a ‘trusted advisor” relationship with clients, and help clients identify relevant solutions to address their investment and business need’s.
  • Responsible for both new business development and cross selling activities.
  • Conduct regular in-person meetings/presentations, webinars and conference calls, and participate in industry and client events.
  • Establishes and maintains constructive working relationships with RIAs, Family Offices and Private Banks.
  • Develops and maintains lists of prioritized prospects and key short- and long-term opportunities.

 

At USAA Real Estate our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, business casual dress attire and much more! Qualified applicants must successfully complete a pre-employment background and drug screen. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

 

 

USAA Real Estate is an Equal Opportunity and Affirmative Action Employer of Females, Minorities, Veterans and Disabled.

Requirements

Minimum Qualifications:

  • Bachelor's degree in Finance, Economics, or related field.
  • 10+ years of related work experience.
  • Series 7 and 66 Licenses; Series 63 and 65 may be substituted in lieu of series 66.
  • Ideal candidate will be a team player with proven leadership skills, problem solving skills, and ability to manage multiple projects and priorities simultaneously.
  • Effective written and oral communication skills and superior presentation skills.
  • Position will be located in Texas - San Antonio (preferred) or Dallas. 

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