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Job Description

Overview:
We’re seeking a dynamic leader to oversee all operational functions, drive KPI-driven management, and direct marketing and sales activities within a rapidly growing private equity real estate firm. The ideal candidate is a proactive, adaptable self-starter who excels in both strategic leadership and hands-on execution. With strong communication and management skills, this person will thrive in a fast-paced environment and be comfortable making critical decisions as the company evolves.

Key Responsibilities

Operations & KPI Management

• Manage daily operations with clear plans, timelines, and budget deadlines.
• 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.