Assistant Vice President, Investor Relations, Client Service & Marketing
Description
This Opportunity
Heitman is currently seeking an Assistant Vice President to join the Client Service & Marketing (“CSM”) team. CSM is comprised of nearly 50 people across the world, responsible for client and consultant relationship management, raising capital globally, new product development, and the global corporate marketing of Heitman.
The successful candidate will be based in the firm’s Chicago headquarters and will work closely with a team of senior sales professionals, as well as the broader CSM team, fund managers and the global research team. The primary objective of the position is to provide end-to-end support to the sales team to deliver a distinctive client experience across Heitman’s private real estate equity, public real estate securities, and private real estate debt solutions to retain clients and drive commercial success. Primary responsibilities will include development and programmatic updates to client-facing marketing collateral; liaising with various operational, research and fund teams to create and maintain up-to-date product information; coordinating and responding to investor inquiries; researching and tracking prospect development; and assisting with and participating in client meetings. The candidate will also work closely with colleagues across the firm on a variety of projects (e.g. annual North American Investor Conference).
It is expected that the successful candidate will act independently, be a collaborative, goal-oriented professional, bring a strong interest in developing institutional relationships and possess a “can do” service orientation. The ability to use discretion and be self-directed and organized will be critical to success. The candidate should also have a desire to grow into a sales role. Central to all of these responsibilities is the individual's ability to think both critically and strategically, and then act tactically- prioritizing efforts, managing across senior and junior levels in the organization, and managing across time zones to drive initiatives towards outcomes.
Responsibilities include, but are not limited to:
- Assemble external facing marketing collateral (introductory fliers, investor pitchbooks, investment proposals)
- Manage and respond to investor inquiries and client meeting follow up requests
- Prepare client/prospect briefing documents and track prospect development
- Coordinate and manage client efforts on smaller (e.g. Tier II) clients
- Support Sales Representative(s) with respect to data administration on the CRM (Salesforce) with an aim to ensure all activity is recorded promptly and client records are up-to-date
- Quarterback onsite meetings and conference calls, prepare agendas, reserve and prepare facilities, and participate as required
- Mentor and train junior professionals on the team
- Partner with colleagues regarding best practices, information sharing and other relevant tasks
- Acquire a deep knowledge of Heitman’s global product suite
- Assist the team with Investor Conference and other company events, as needed
- Assist with special projects as required
Qualifications:
- Minimum of 7+ years of asset management marketing, client management of sales experience
- Real estate industry experience a plus
- Solid understanding of the institutional business and client base and good knowledge of the asset management business
- Candidate should possess Series 7 & 63 licenses or be willing to obtain
- Competitor knowledge, including strengths and weaknesses and product range a plus
- Excellent listening and analytical skills with clients, internal and external
- Evidence of working closely with other teams to influence colleagues at all levels of the business
- Strong interpersonal skills – high energy, creative, enthusiastic, results oriented, self-starter, motivated
- Professional team player
- Detail oriented
- Strong organization and time management skills, ability to manage multiple projects in a fast-paced environment
- Impeccable character and reputation
- Commitment to excellence
- Excellent computer skills (PowerPoint, Excel, Word, MS Outlook, etc.)
The Firm
Founded in 1966, Heitman is a global real estate investment management firm. Our mission is to lead the evolution of real estate through investments that fulfill the needs of people and communities in a world of constant change. To learn more about our organization and culture, click here.
Our promise to employees:
Reflecting the spirit of our global firm, we welcome team members of all faiths, cultures, genders, sexual orientations, races, and ethnic identities. We know that each member of our team enriches our community and business with their work/life experiences, perspectives, and ideas. However you arrive at Heitman, we pledge to honor your uniqueness, include you in our culture, and do our best to help you thrive. While we learn and grow together, we will stand by our “people first” promise. Every time.
What’s Next?
- Interested? Apply at heitman.com/careers to submit your application
- Right Company, Wrong Role? Check out our other opportunities or refer a friend!
Additional Information
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.