Private Wealth Strategic Partnerships, Associate Vice President /Vice President

Jones Lang LaSalle Incorporated; Chicago (IL); On-site; USD 135,000 - 150,000; Full time

Benefits offered by this job

Health benefits

Paid time-off

Parental leave & disability support

Financial wellness benefits

Job summary

Jones Lang LaSalle Incorporated is seeking an experienced professional to support the Head of Strategic Partnerships and SVP in managing private wealth distribution relationships. You will help manage Tier 1–3 relationships, educate on Real Estate investments, and grow sales for JLL Income Property Trust and JLL Exchange.

The role requires 5–7 years in financial services, Series 7/63 licenses, strong CRM and Office skills, and ability to collaborate across PWG teams.

Qualifications

• 5–7 years of financial services experience focused on National Accounts / Strategic Partnerships or intermediary distribution.
• Demonstrated ability to work with cross-functional teams (marketing, wholesalers, research, asset management, operations).
• Currently holds Series 7 and 63 securities licenses; proficient with Excel/PowerPoint; CRM knowledge (Salesforce).
• Experience using AI tools for research synthesis, meeting prep, and reporting is expected.

Responsibilities

• Support relationship management for Tier 1 and Tier 2 strategic relationships; serve as primary manager for several Tier 2/3 relationships.
• Coordinate with research, compliance, legal, operations, and sales teams to allocate resources for clients.
• Educate advisors on LaSalle/JLL and real estate offerings; promote product lines and platform availability.
• Prepare and deliver quarterly sponsor reviews with firm overview, activity, and sales data.
• Attend industry conferences and manage data analytics/AI-enabled reporting to improve efficiency.

Skills

Relationship management

Sales support

AI tools usage

CRM (Salesforce)

Series 7 & 63 licenses

Education

Bachelor's degree in business/related field

Series 7 & 63 licenses

Tools

Salesforce

Microsoft Office

Job description

Summary/Team Overview

This position is responsible for supporting the Head of Strategic Partnerships and the SVP of Strategic Partnerships in managing and growing the firm’s private wealth distribution relationships. The Strategic Partnerships Group (SPG) is part of LaSalle’s Private Wealth Group (PWG), which raises capital across wirehouses, regional firms, banks, IBDs and RIA custodians. This position will help assist the SPG team in managing relationships and building partnerships across Tier 1 and Tier 2 client firms, with additional responsibilities for several Tier 2 and Tier 3 firms. The role will educate on Alternative Investments and Private Real Estate, and grow sales for JLL Income Property Trust and JLL Exchange. It will also support additional PWG offerings, including three additional private wealth products currently in development for 2026 - 2027. This role works closely with all areas of PWG, including marketing, sales, due diligence, legal and operations.

Accountabilities/Responsibilities

• Support relationship management for Tier 1 and Tier 2 strategic relationships, and serve as primary relationship manager for several Tier 2 and Tier 3 relationships; support coverage of fintech platform partners (e.g., CAIS, iCapital, Subscribe)


• Be a key resource for each firm’s research and due diligence team, relationship manager, compliance and legal team, operations and external and internal sales team


• Build relationships across the firm and its various departments


• Coordinate activity between appropriate contacts at LaSalle and the selling group firm


• Support ongoing efforts to stay in front of client firms, find ways to increase sales, get additional products approved and strengthen the overall relationship


• In person and virtual meetings and calls


• Help prepare and deliver quarterly sponsor reviews to current clients that include: firm overview, wholesaler activity, platform availability, sales data, additional capabilities, marketing activities, etc.


• Coordinate and attend industry conferences


• Educate advisors on LaSalle/JLL and real estate


• Promote available product offering(s)


• Provide sales team information on selling group firms and their advisors


• Distribution guide


• Platform and research information


• Recap of conferences


• Best ways to work with advisors at that firm to improve efficiency and effectiveness of sales process


• Weekly territory review calls


• Data analysis and AI-enabled efficiency Review client firm data Utilize Salesforce reports to understand sales at client firms, target specific advisors or segments for campaigns and conference follow-up, etc. Leverage AI tools to streamline reporting, meeting prep and research, helping the team work more efficiently and effectively


• Identify opportunities to apply data analysis and AI to improve SPG processes and client insights

Qualifications/Experience

5-7 years of financial services experience, with a focus on National Accounts / Strategic Partnerships or intermediary distribution preferred. This role requires working with external clients and understanding how to work effectively with internal resources: marketing, wholesalers, research, asset management, shareholder servicing, technology, etc., to bring the appropriate resource commitment to a given client. Demonstrable experience working in teams to deliver successful outcomes. Currently holds series 7 and 63 securities licenses. Computer proficiency including Microsoft Office (Excel, Word, PowerPoint) with a working knowledge of CRM systems (Salesforce preferred). Demonstrated ability to use AI tools in a professional context (e.g., research synthesis, meeting preparation, reporting, CRM hygiene) is expected, not just preferred. Bachelor’s degree required, preferably in a business-related field and advanced business degree is valued. Travel will be required.

What LaSalle Offers

• Health benefits include medical, dental, vision, mental health support and additional ancillary insurance plans.


• Generous paid time-off, including paid company holidays.


• Additional benefits include paid parental leave short-term and long-term disability, as well as other care/wellness programs.


• Financial wellness is supported through a 401(k) plan with a company match, flexible spending accounts or a health savings account.

US Jobs Only

This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.

Location

On-site – Chicago, IL

Opening Type

Replacement

Estimated Compensation

135,000.00 – 150,000.00 USD per year

Privacy Notice and EEO Statements

Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL’s recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement. For additional details please see our career site pages for each country.

Jones Lang LaSalle (“JLL”) is an Equal Opportunity Employer and is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process – including the online application and/or overall selection process – you may email us at [e-mail]. This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page.

For candidates in the United States, please see a fully copy of our Equal Employment Opportunity policy here. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device.

Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

LaSalle is a global real estate investment manager where exceptional investment talent, deep market and sector expertise, and data-driven intelligence are applied through a disciplined fair-value framework. Enhanced by industry-leading research and sustainability insights, we deliver outperformance that meets investor needs for income, growth, and diversification. We are the investment division of JLL, and our capabilities are supported by the scale of our global platform and the JLL ecosystem, providing us access to a network of global relationships, powerful analytics, market-leading insights, and cutting-edge technology. As part of JLL, we've been recognized as both a World's Most Ethical and World's Most Admired company. What drives us most is knowing our decisions improve lives and strengthen communities. Through our Culture of Care, we keep people at the heart of business. We also invest in our own people’s growth through our 'Steer Your Career' strategy, empowering customized career journeys and developing managers into coaches, mentors and leaders. At LaSalle, your perspective and contributions drive meaningful impact. Build your career with an investment management company committed to clients, communities, and each other.