Associate, Ares Real Estate Exchange Specialist

Ares Management; Denver (CO); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Medical, Rx, dental, and vision plans

401(k) with company match

FSA/HSA with company contribution

Life insurance

Disability insurance

Employee Assistance Program (EAP)

Commuter benefits

Wellbeing and education programs

Job summary

Ares Real Estate Exchange (AREX) within Ares Management is seeking an experienced Product Specialist to provide dedicated 1031 and 721 exchange product support across distribution channels. You will work with wirehouses, RIAs, private banks, and family offices to advance tax-efficient real estate investments.

Ideal candidates have a strong background in financial services, real estate exchanges, and related tax concepts, and are prepared to travel as needed to support business development and

Qualifications

• Bachelor’s degree required and FINRA licenses (7 and 63) or equivalent.
• Experience in financial services with real estate or alternative investments preferred.
• Excellent written and verbal communication needed to explain complex concepts to professionals.

Responsibilities

• Develop expertise on 1031 exchanges, 721/UPREIT transactions, and AREX funds.
• Communicate AREX platform benefits to financial advisors and investors.
• Source, manage, and convert 1031 opportunities into transactions.
• Travel with distribution and management teams as needed.
• Coordinate with closing teams to ensure timely execution.

Skills

Strong communication

Business development

Travel ready

Team collaboration

Financial services knowledge

1031/UPREIT product knowledge

Education

Bachelor’s degree

FINRA Series 7

FINRA Series 63

Tools

Salesforce

Job description

About Ares Real Estate Exchange (AREX)

Ares Real Estate Exchange (AREX) is a specialized platform within Ares Management Capital Markets (AMCM) designed to provide tax-deferred real estate exchange solutions for high-net-worth investors. Through innovative structures, including Section 1031 exchanges and 721/UPREIT transactions, AREX enables investors to transition from actively managed real estate into diversified, institutional-quality real estate portfolios managed by Ares. AREX partners closely with financial advisors, tax professionals, and legal advisors to deliver thoughtful, compliant, and efficient exchange solutions tailored to investor objectives.

About Ares Management Capital Markets (AMCM)

Ares Management Capital Markets (AMCM) oversees the product development, distribution, marketing, and client management activities of investment offerings for the global wealth management channel. AMCM represents a unified, scaled capital markets organization backed by the full resources of Ares Management. With a team of more than 90 professionals, AMCM provides advisors and their clients access to innovative, solutions-oriented investment opportunities across the Ares platform, including industry-leading credit, private equity, real estate, and secondaries strategies.

Position Summary

The AREX Product Specialist will provide dedicated 1031 and 721 exchange product support to internal and external distribution teams across all channels, including wirehouses, private banks, RIAs, regional firms, independent broker-dealers, and family offices. This role represents Ares in the distribution of private placement offerings that allow investors to sell investment real estate and defer capital gains taxes under IRC Section 1031, as well as pursue passive diversification through investments in Ares-sponsored real estate funds via 721/UPREIT transactions.

Essential Job Duties

• Develop deep expertise and serve as a subject matter expert on 1031 exchanges, 721/UPREIT transactions, and Ares-sponsored diversified and industrial real estate funds
• Clearly and effectively communicate the AREX platform, structures, and benefits to financial advisors, investors, and their tax and legal advisors
• Partner closely with the AMCM distribution team to source, manage, and convert 1031 exchange opportunities into completed transactions
• Proactively engage in outbound outreach, including calls, meetings, and conference calls, to support business development efforts
• Travel with distribution, sales management, and portfolio management teams as needed
• Attend and participate in conferences and industry events
• Deliver presentations and public speaking engagements via conference calls, virtual meetings, in-person meetings, and industry forums
• Actively manage and monitor transactions from initial inquiry through closing, coordinating with internal and external stakeholders
• Collaborate with the closing team and other AREX team members to ensure timely and accurate execution
• Contribute ideas for sales, marketing, and educational initiatives to further position and grow the AREX platform
• Serve as a knowledgeable resource on commercial real estate, REITs, and maintain up-to-date understanding of 1031 exchange-related market and regulatory developments
• Ensure adherence to all compliance requirements, including use of pre-approved marketing materials, prospectus guidelines, and licensing obligations
• Timely completion of administrative responsibilities, including call reporting, deal tracking, and pipeline management using Salesforce.com
• Conduct all activities with the highest level of professionalism

Experience & Qualifications

• Bachelor’s degree required
• FINRA Series 7 and Series 63 licenses required
• Prior experience in financial services required; experience with real estate, 1031 exchanges, DSTs, UPREITs, or alternative investments strongly preferred
• Familiarity with alternative investment products and wholesale distribution models highly beneficial
• Exceptional written and verbal communication skills
• Demonstrated ability to explain complex real estate, tax, and financial concepts to sophisticated investors and professional advisors
• Strong organizational skills with the ability to multitask in a fast-paced, transaction-oriented environment
• Team-oriented mindset with flexibility to travel as needed

Reporting Relationships

Partner, Head of Ares Real Estate Exchange

Compensation

Base salary range: $130,000 – $150,000. Total compensation may also include a discretionary performance-based bonus. The range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other applicable qualifications specific to the role.

Benefits include:

• Comprehensive medical, Rx, dental, and vision plans
• 401(k) program with company match
• Flexible Savings Accounts (FSA) and Healthcare Savings Accounts (HSA) with company contribution
• Basic and voluntary life insurance
• Long-Term Disability (LTD) and Short-Term Disability (STD) insurance
• Employee Assistance Program (EAP)
• Commuter Benefits plan for parking and transit
• Access to a world-class medical advisory team
• Mental health app with coaching, therapy, and psychiatry
• Mindfulness and wellbeing app
• Financial wellness benefit with access to a financial advisor
• New parent leave, reproductive and adoption assistance, emergency backup care
• Matching gift program
• Education sponsorship program
• And many more