Managing Director - Client PM (Forum Exchange)

The Managing Director - Client PM of Forum Exchange will be the primary liaison to help support, educate and close capital into Forum's various 1031 offerings. The position will function as a product expert and firm wide authority on all aspects of the 1031, DST and potential 721 UPREIT process. In addition to supporting the sales effort across Forum's existing distribution channels, the position will take a partnership approach to establishing new potential sources of capital through IBD's, Wirehouse's and High-Net-Worth communities. The role demands a well-rounded sales associate that has a history of raising capital across various environments and can act as a player coach where needed. Attention to detail and follow-through are a must.

Essential Functions:

• Serve as a brand ambassador for Forum and be able to convey the overall capabilities of the Forum platform and its unique value proposition across the private real estate market.
• Articulate Forum's 1031/DST/721 value proposition with clarity: understanding the key considerations for an end client, being able to speak to the technical and sales aspects of the overall process.
• Own the national 1031 sales funnel-maintaining pipeline visibility through Hubspot.
• Deliver supportive, deal-closing commentary that will assist wealth advisors on how to position the Forum Exchange offering to their clients.
• Forge and nurture C-suite relationships with top-tier RIA platforms, National Wirehouses, IBD home offices, and 1031-focused CPAs/attorneys; convert influence into exclusive DST allocations.
• Co-create (with Marketing) an always-on 1031 content engine: 45-day ID clocks, burn-term ROI models, basis-step-up tear sheets, and monthly short form video content to enhance brand presence.
• Set aggressive but achievable national quotas, deliver real-time dashboards to regional leads, and iterate tactics weekly based on conversion leakage.
• Track every material move by industry competitors and brief regional teams in order to pivot messaging in real time.
• Guarantee 100% compliance within all required regulatory considerations for Private Reg D offerings.

Skills, Qualifications, Additional Responsibilities

• Experience in financial services, investment management, private banking, financial technology, commercial real estate, or a similar field is required.
• Experience raising capital from and managing relationships with intermediary investors.
• A personal passion to perform with uncompromising alignment with team members, clients and partners.
• Adherence to the highest levels of professional standards and ethics.
• Demonstrated entrepreneurial, business management and general financial management skills.
• Client-oriented approach, with ability to think creatively, strategically, and analytically.
• Must have excellent interpersonal, relationship-building skills, with a strong desire to win.
• Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively in a fast paced, entrepreneurial environment.
• Superior communication and presentation skills.
• Ability to act as a player coach.

Education & Technical Skills

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  Bachelor's degree in Finance, Real Estate or related field or equivalent work experience required, MBA, CFA, CAIA a plus.

  
  
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  FINRA Series 7 and 65/66 and/or 63 licenses required.

  
  
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  8+ years demonstrated experience in capital raise, specifically within financial intermediaries.

  
  
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  Experience with Hubspot, Dakota, RIA database preferred.

  
  
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  Advanced Proficiency in Microsoft Suite: Word, PowerPoint, Excel.

  
  

Supervisory Responsibilities: Not at this time.

Key Attributes for Success

1. 
   

   Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.

   
   
2. 
   

   Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.

   
   
3. 
   

   Judgement: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.

   
   
4. 
   

   Strategic Thinking: Adapts strategy to changing conditions; analyzes market and competition; develops strategies to achieve organizational goals; identifies external threats and opportunities; understands organization's strengths & weaknesses.

   
   
5. 
   

   Leadership: Exhibits confidence in self and others; inspires respect and trust; motivates others to perform well; reacts well under pressure; shows courage to take action.

   
   
6. 
   

   Change Management: Builds commitment and overcomes resistance; communicates change effectively; develops workable implementation plans; monitors transition and evaluates results; and prepares and supports those affected by change.

   
   
7. 
   

   Planning & Organization: Integrates changes smoothly; plans for additional resources; prioritizes and plans work activities; sets goals and objectives; uses time efficiently; and works in an organized manner.

   
   
8. 
   

   Business Ethics: Inspires the trust of others; keeps commitments; treats people with respect; upholds organizational values; works with integrity and ethically.

   
   
9. 
   

   Adaptability: Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.

   
   
10. 
    

    Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.

    
    
11. 
    

    Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.

    
    
12. 
    

    Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.

    
    
13. 
    

    Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.

    
    
14. 
    

    Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to "get it right"; displays loyalty even when tough to do so.

    
    

In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum Core Values:

• Driven: Ambitious and achievement-oriented; hungry for progress; never accept the status quo; always be forward thinking
• Collaborative: Participation is a must; share ideas and include others; encourage teamwork; be a team player
• Conviction: Speak up with confidence; be curious - ask questions; think critically and connect the dots
• Humble: Be vulnerable - no one is perfect; lead with empathy - it builds trust; stay grounded, honest and open

Physical Demands:

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Travel is required.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Compensation Information:

Base salary range is $175,000-$250,000. This range is estimated for this role; actual pay may be different.

Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program/awards, gift matching program.