Description
Overview: This place is for a dynamic chief who will oversee all operational features, drive KPI-focused administration, and direct advertising and marketing and gross sales actions in a high-growth non-public fairness actual property agency. The candidate must be an adaptable self-starter who excels in each strategic management and hands-on execution, has robust communication and administration expertise, and is comfy making selections in a quickly evolving setting.
Key Duties
Operations & KPI Administration
- Oversee day-to-day operations with clear plans, dates, and finances deadlines.
- Develop and implement KPI dashboards for Advertising, Gross sales, and Operations.
- Establish and observe an important KPIs and their supporting metrics.
- Guarantee accountability throughout inside groups and exterior companions.
- Collaborate with fund administration, CPAs, attorneys, and others to make sure compliance and effectivity.
Advertising & Gross sales Management
- Lead advertising and marketing campaigns (internet marketing, direct response, and so forth.) with a robust understanding of lead era.
- Handle or coordinate with third-party advertising and marketing companies and oversee technique, copy, and marketing campaign execution.
- Present steering and oversight to the gross sales staff to make sure leads are successfully transformed.
- Develop gross sales methods, set targets, and monitor efficiency utilizing CRM instruments (HubSpot or related).
- Make sure the best-performing salespeople stay on the staff, coach the place wanted, and make strategic staffing selections.
Investor Servicing & Onboarding Optimization
- Streamline onboarding processes to cut back handbook hours whereas sustaining compliance.
- Coordinate the setup of recent funding choices within the investor portal and CRM.
- Oversee investor communications, together with newsletters and updates, guaranteeing timeliness and readability.
- Monitor and handle investor requests, compliance documentation, and day-to-day servicing wants.
Strategic Choice-Making & Autonomy
- Make unbiased selections for day-to-day operational wants (as much as a sure finances threshold).
- Search approval for materials modifications in technique, path, finances, and compliance-heavy selections.
- Current options and enhancements to the Managing Associate, aiming to increase autonomy as belief is constructed.
Necessities
Prior Expertise & Business Background
- Sturdy Operational Administration expertise, particularly inside an funding agency or advertising and marketing company setting. Most popular with expertise main advertising and marketing and gross sales organizations.
- Confirmed potential to establish, implement, and handle KPIs to drive efficiency.
- Prior expertise managing a staff of 3-5 folks in a boutique or entrepreneurial setting.
- Prior expertise managing inside advertising and marketing groups and/or companies most popular.
- Sturdy background in advertising and marketing and gross sales administration, working in a business-to-consumer setting.
- Position will handle others, but the best candidate has Generalist advertising and marketing expertise with strategic understanding of direct response, advertising and marketing, advert platforms, model, copywriting and lead era. managing others and main tasks.
- Most popular candidates can have expertise in monetary providers, non-public fairness or non-public actual property, the place the corporate raises and/or manages particular person purchasers capital.
Management & Administration Scope
- Expertise managing or carefully collaborating with gross sales groups and advertising and marketing groups.
- Sturdy understanding of lead era, lead conversion, and gross sales processes.
- Potential to prioritize, handle tasks, and drive execution.
- Excessive degree of group, element orientation, and talent to be taught shortly.
- Technical & Methods Experience
- Familiarity with HubSpot or related CRM platforms most popular.
- Sturdy potential to handle and optimize KPI monitoring methods. Expertise with automation is a plus.
- Character & Work Model
- Possession mindset – takes full accountability for outcomes.
- Strategic and hands-on – balances management (60%) with execution (40%).
- Thrives in fast-paced, high-pressure environments.
- Capable of deal with ambiguity, outline priorities, and take initiative.
- Comfy with excessive autonomy after onboarding.
Advantages
- Aggressive wage and performance-based bonuses.
- Potential for elevated decision-making authority.
- Alternative to form and develop a high-impact position in a quickly scaling agency.
Success Indicators & Progress
Quick-Time period (90 Days):
- Seamless transition of operational duties.
- Established, clear KPI dashboards and monitoring.
- Possession of promoting/gross sales management with efficient marketing campaign planning.
Lengthy-Time period (12 Months):
- Operations run easily throughout all departments; deadlines and budgets are met.
- Enhanced lead era and improved gross sales conversions.
- Lowered handbook hours for investor servicing and a extra environment friendly onboarding course of.
- Excessive belief and autonomy; in a position to make key selections with minimal oversight.
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