Guardians of Wealth
Strategy Specialist, Wealth Solutions
Location
California
Posted
7 hours ago
Salary
$85K - $105K / year
Seniority
Senior
Job Description
Strategy Specialist, Wealth Solutions
Griffin Capital Company, LLC
• Conduct outbound and inbound specialist calls with advisors. • Every call should introduce a concept, advance a relationship, or move a specific opportunity forward. • Co-own an assigned territory with an SVP, Wealth Solutions. • Build and execute the territory business plan, advisor coverage model, and sales strategy. • Host virtual meetings with advisors independently. • Cover advisor meetings virtually in support of the paired SVP when in-person coverage is not feasible. • Lead investment conversations across DST, QOZ, and Developmental Real Estate strategies, including the tax and planning context that drives advisor decision-making. • Qualify and advance advisor interest through the sales process. • Identify where an advisor is in their diligence process and define a concrete next step on every call. • Own the follow-up cadence for every advisor interaction: follow-up call, materials sent, next touchpoint scheduled, and CRM entry logged within 24 hours. • Execute call and email campaigns to achieve the firm’s strategic objectives. • Maintain the territory’s outreach cadence for advisors who are not yet active. • Prepare the SVP for field meetings: know the advisor’s history, prior conversations, pipeline status, and open items before the SVP walks in. • Build and manage the territory calendar, advisor rotation, and ranking. • Cover meetings within the territory, including occasional travel for 1:1 and group meetings with advisors. • Log all advisor calls, meetings, and territory activity in Salesforce/CRM within 24 hours. • Keep opportunity stages, contact records, and advisor profiles current. • Maintain deep, current product knowledge across all active Griffin strategies. • Research and understand competitor offerings to identify where Griffin’s solutions fit. • Stay current on broader financial markets, commercial real estate, and alternative investment trends. • Work with the team to prepare presentations, white papers, and other marketing materials. • Assist and resolve escalated client service issues when necessary. • Adhere to all compliance and company guidelines, including use of approved materials, documentation standards, and required licensing and continuing education.
Job Requirements
- Minimum three years of internal or external wholesaling or industry sales experience within a financial services firm.
- One to three years of relevant work experience in alternative investments.
- Bachelor's degree or equivalent combination of education and experience.
- High sales acumen and the desire/ability to generate sales opportunities.
- Must be confident, persuasive, and credible over the phone and in person.
- High degree of proficiency in product, competition, industry, and Capital Markets knowledge, must be able to effectively communicate this knowledge with clients.
- Outstanding relationship management, influencing and interpersonal skills to build and maintain collaborative partnerships.
- Excellent verbal and written communication skills to engage with key partners as well as prepare and present sales materials, provide technical information regarding products and services, and develop sales presentations.
- Proficient in Microsoft 365 (Excel, Word, Outlook).
- Familiarity with AI productivity tools (e.g., Claude, Microsoft Copilot) preferred.
- High attention to detail and proficiency in CRM systems.
- Salesforce and Salesforce Mapping Tool required.
- SIE, Series 7 and 63 required.
- CFA, CAIA, CFP ideal, but not required.
- Ability to travel occasionally for meetings with Advisors.
Benefits
- 100% company paid individual Medical and Dental Insurance.
- 100% company paid individual Life and Long- and Short-Term Disability Insurance.
- 401(k) plan with up to 4% matching and full vesting.
- Paid time off (PTO) starting at 17 days per year, with increases after 2 years of service.
- A yearly Birthday Holiday and paid time off for community service.
- State of the art onsite gym.
- Company funded Lifestyle Spending Account.
- Access to other health and tax-advantaged benefits.
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