Real Estate Advisory VP — Strategy & Client Leadership

Plante Moran Realpoint Investment Advisors

Southfield (MI)

On-site

USD 140,000 - 160,000

Full time

14 days+

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Benefits offered by this job

Health insurance

401(k) plan

Flexible time off

Discretionary bonus

Pension plan for eligible staff

Job summary

Plante Moran Realpoint Investment Advisors seeks a VP to lead real estate investment advisory and asset management for family offices, UHNW and institutional clients. You will guide portfolio strategy, underwriting, acquisitions, dispositions, and ongoing oversight, coordinating with Plante Moran teams to deliver integrated client solutions.

The role requires overseeing client relationships, managing engagements end-to-end, and presenting analyses to senior stakeholders.

Qualifications

Bachelor’s degree in Business Administration, Real Estate Development, Finance or related field is required.
Minimum 7 years of real estate investment, asset management, or transaction experience.
Experience with complex financial modeling using advanced Excel-based formulas and/or ARGUS Enterprise.
Experience creating high-quality client presentations in PowerPoint.
Experience using LLMs and other artificial intelligence tools (e.g., CoPilot, Claude, ChatGPT).
Prior responsibility for business development, account development, and client retention.

Responsibilities

Work with clients to define long-term objectives and develop real estate portfolio and investment strategies.
Source, underwrite, negotiate, and execute acquisitions, dispositions, 1031 exchanges, and refinancings, including due diligence.
Develop and execute asset-level business plans, including budgets, leasing strategy, capital plans, and hold/sell analysis; oversee property managers, leasing agents, and other third-party providers, while monitoring KPIs, debt covenants, and lease expirations.
Independently synthesize information into investment memoranda, cash flow models, sensitivity analyses, and periodic performance reporting.
Serve as day-to-day client lead and primary point of contact with lenders, brokers, legal counsel, investment managers, and other third-party service providers to identify and/or resolve issues.
Manage engagements end to end, including coordination, scheduling, and delivery within budget and time constraints while maintaining a high level of client satisfaction.
Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis.
Prepare and deliver internal and external presentations that identify issues and present solutions.
Engage clients on their business plans, strategy, and industry trends and risks to identify how we can assist.
Build trusted relationships with client decision-makers and their advisors to expand relationships and facilitate referrals.
Identify and coordinate cross-serving opportunities; demonstrate knowledge of firm services relevant to the client.
Take responsibility for growing firm profits by identifying new opportunities and increasing the profitability of ongoing work.