VP, Intermediary Channel - Central Region

Chicago, Illinois


Company Description


Founded in 1966, Heitman is a premier global real estate investment management firm with over $50 billion in assets under management. Heitman has three main business lines: direct real estate investment; the origination and servicing of debt secured by real estate and investments in publicly traded securities, including REITs, REOCs and other real estate companies. The Firm offers investment products and services across the risk/return spectrum, within each category.


Heitman is proud to be employee owned, and the firm’s real estate solutions are directed by some of the most experienced and innovative professionals in the industry. Headquartered in Chicago, with offices in Frankfurt, Hong Kong, London, Los Angeles, Luxembourg, Melbourne, New York, Seoul and Tokyo, Heitman has 350 employees who offer specialized expertise — from a specific discipline to local insight.


This Opportunity


Reporting to the Head of the North America Intermediary Channel, the Vice President, Client Service and Marketing (VP) of the Intermediary Channel—Central Region will be responsible for promoting the Firm’s full suite of real estate investment products and capabilities with a focus on the real estate public equity strategies to financial intermediaries. The primary goal of the position is to create a multi-year growth strategy for this key channel and lead execution to significantly increase assets under management over time. This individual will bring an extensive depth of knowledge of the investment business as well as an understanding of how to address the distinct real estate needs of financial intermediaries and their research teams.


Based in the Region and/or firm’s Chicago headquarters, this individual will be accountable for developing business with both new and existing clients across financial institutions and private wealth businesses. Strong technical acumen will enable the VP to build strong relationships across the target organizations and execute the multi-year growth strategy.


Responsibilities include both management and maintenance of existing relationships in these market segments (i.e. strategic relationship management) with an aim to deepen and broaden these existing relationships.  It is envisaged that as the business secures shelf space at partner firms for Heitman products, the VP will recruit and manage two, or more, wholesalers to market to financial planners and registered representatives and drive AUM growth.


As part of a larger team, the VP will be expected to coordinate with other colleagues on the Client Service & Marketing team and across the wider firm, in order to maximize the cross-fertilization of ideas.  Broadly speaking, the successful candidate will contribute to raising the overall profile of the firm in the marketplace by communicating clearly and confidently the benefits of partnering with Heitman.  This individual should be effective in identifying the best investment strategy from among a spectrum of public real estate products to solve client bespoke investment needs.  Specifically, performance indicators will include the ability to build new client relationships among real estate investors, to wholesale within partners to raise capital, to retain the assets of existing clients, and to assist with new product ideas that leverage the firm’s core competencies.


Candidate Profile


The VP will be a successful, polished and highly motivated professional with an established track record of raising capital from sophisticated North American investors.


The successful candidate must possess the highest professional standards to represent this premier real estate brand.  This individual should also be of the caliber to make an immediate impact both internally and externally. It is preferred that this candidate will have deep experience within the intermediary channel as well as experience working through research departments to achieve positive ratings. The successful candidate will be expected to have a demonstrated track record and a set of client relationships with financial institutions and private wealth firms.


The responsibilities of a Vice President, Client Service and Marketing of the Intermediary Channel – Central Region include, but are not limited to:

  • Established a successful track record of consultative selling of private and public alternative investments; experience selling real estate investment management strongly preferred
  • Sound technical skills as well as the intellectual flexibility to quickly grasp new products
  • Skills and ability to articulate clearly and credibly a number of distinct investment processes, as well as, to proactively identify new fund product opportunities and market trends
  • Experience developing a strategic market plan for a territory to meaningfully contribute to multi-billion dollar, multi-year capital raising efforts
  • Success in his/her own right, be results oriented and bring a strong appetite for closing a sale. The appointee will need to feel comfortable managing the entire sale process from cold calling to final presentation; but will also benefit from a strong investment management team and overall support system


We are seeking individuals who meet the following criteria:

  • 7+ years of client service and/or capital raising experience within the asset management industry (with clear exposure to alternative investments), to include a minimum of 3 years leadership experience orchestrating and executing growth strategy in territory or channel
  • Broad investment knowledge encompassing alternative strategies, ideally deep experience in public equity real estate (i.e. REITs)
  • Demonstrated experience in strategic relationship management, being a strategic thought partner and change agent driving the firm’s enhanced marketing efforts
  • Hungry, passionate, results oriented and driven approach to building a territory
  • Creative, out of the box thinking to connect the firm’s capabilities with client needs and ability to investigate all viable options, along with consequences of each
  • Strong influencing skills and willingness to challenge status quo in ways that lead to successful outcomes
  • Well-developed critical thinking and analytical skills
  • Willingness to travel extensively
  • Collaborative by nature; willing and able to build and sustain strong working relationships with others both internally and externally; open-minded, discreet and without arrogance
  • Strong intellect demonstrated by excellent academic qualifications
  • Smart, self-confident and decisive; with good interpersonal and communication skills, both written and verbal
  • MBA, CFA and/or CAIA is preferred but not required


The Heitman Difference Culture

Our culture recognizes the importance of our biggest differentiator — our people. Heitman’s collaborative work environment gives our professionals the opportunity to build something together. Something too appealing to ignore and too rewarding to leave.

Our culture is driven by our core values: Respect, Commitment, Innovation, and Integrity. We strive to maintain an inclusive and collaborative environment where all ideas are welcome. Among many other Heitman sponsored programs, we encourage our employees to get out into the community and volunteer with their favorite organizations – you’ll even get paid time off to do just that!


Heitman offers an excellent compensation and benefits package, including medical, dental and life insurance, 401K plan with employer match, and a generous vacation/sick plan.


Additional Information


Interested professionals should apply via our website at Please make sure to select “careers” under the About tab to submit your cover letter and resume. If you are a Heitman employee, please make sure to apply using your Heitman email address.


Equal Employment Opportunity: Heitman is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.