¡Somos Walter! Un grupo de individuos apasionados en una misión para transformar la forma en que las empresas contratan talento remoto. Conectamos profesionales calificados como tú con empresas increíbles en todo el mundo, ayudándote a conseguir el trabajo de tus sueños mientras potenciamos a las empresas a crecer con talento global de primer nivel.

¡Creemos que se puede hacer un gran trabajo desde cualquier lugar! ¡Echa un vistazo a nuestras posiciones abiertas y aplica hoy!

Descripción del trabajo

Visión general:
Estamos buscando un líder dinámico para supervisar todas las funciones operativas, impulsar la gestión basada en KPI, y dirigir las actividades de marketing y ventas dentro de una firma de bienes raíces de capital privado en rápido crecimiento. El candidato ideal es proactivo, adaptable, y un iniciador de acciones que sobresale tanto en el liderazgo estratégico como en la ejecución práctica. Con habilidades sólidas de comunicación y gestión, esta persona prosperará en un entorno acelerado y se sentirá cómoda tomando decisiones críticas a medida que la empresa evoluciona.

Responsabilidades clave

Operations & KPI Management

• Develop and implement KPI dashboards for Marketing, Sales, and Operations teams.
• Identify, track, and report on key performance indicators and their supporting metrics.
• Ensure accountability and performance across both internal teams and external partners.
• Collaborate with fund administration, CPAs, attorneys, and other stakeholders to ensure compliance and operational efficiency.

Marketing & Sales Leadership

• Lead marketing campaigns, including online ads and direct response efforts, with a focus on lead generation.
• Oversee third-party marketing firms, managing strategy, content, and campaign execution.
• Guide and support the sales team to ensure effective conversion of leads.
• Develop sales strategies, set targets, and track performance using CRM tools (e.g., HubSpot).
• Ensure top-performing salespeople remain on the team, provide coaching, and make strategic staffing decisions.

Investor Servicing & Onboarding Optimization

• Streamline the investor onboarding process to reduce manual tasks while ensuring compliance.
• Coordinate the setup of new investment offerings within the investor portal and CRM.
• Oversee investor communications, such as newsletters and updates, ensuring clarity and timeliness.
• Manage investor requests, compliance documents, and day-to-day servicing needs.

Strategic Decision-Making & Autonomy

• Make independent decisions for operational needs within set budget thresholds.
• Seek approval for significant changes in strategy, direction, budget, and compliance-heavy decisions.
• Present solutions and improvements to the Managing Partner and work toward gaining more autonomy over time.

Requirements

Prior Experience & Industry Background

• Strong operational management experience, ideally within an investment firm or marketing agency. Experience leading marketing and sales teams is preferred.
• Proven ability to identify and manage KPIs to drive business performance.
• Experience managing small teams (3-5 people) in a boutique or entrepreneurial setting.
• Background in marketing and sales, especially in a business-to-consumer environment, with a generalist understanding of direct response, advertising platforms, branding, copywriting, and lead generation.
• Experience in financial services, private equity, or private real estate is preferred, particularly in environments where capital is raised and managed for individual clients.

Leadership & Management Skills

• Experience leading or closely collaborating with sales and marketing teams.
• Strong understanding of lead generation, conversion, and sales processes.
• Ability to prioritize, manage multiple projects, and ensure timely execution.
• Highly organized with a keen attention to detail and a strong ability to learn quickly.

Technical & Systems Expertise

• Familiarity with HubSpot or similar CRM platforms is preferred.
• Strong ability to manage and optimize KPI tracking systems; experience with automation is a plus.

Personality & Work Style

• Ownership mindset: takes full responsibility for outcomes.
• Strategic and hands-on: balances leadership (60%) with execution (40%).
• Thrives in fast-paced, high-pressure environments and is comfortable with ambiguity.
• Self-motivated and able to take initiative, with the ability to work autonomously after the initial onboarding phase.

Benefits

• Competitive salary with performance-based bonuses.
• Potential for increased decision-making authority and career growth.
• Opportunity to shape and expand a high-impact role in a rapidly growing firm.

Success Indicators & Growth

Short-Term (90 Days):

• Smooth transition into operational duties.
• KPI dashboards implemented and performance tracking established.
• Effective leadership of marketing/sales with successful campaign execution.

Long-Term (12 Months):

• Operational processes run efficiently across all departments, meeting deadlines and budgets.
• Improved lead generation and sales conversion metrics.
• Streamlined investor servicing and a more efficient onboarding process.
• Increased trust and autonomy in decision-making, with minimal oversight needed.