VP, Advisor Solutions – Investment Property Wealth

Realized Holdings; Austin (TX); Hybrid; USD 150,000 - 230,000; Full time

Job summary

Realized is seeking a Vice President – Business Solutions Consultant to bring IPWM to financial advisors and firms. You will educate and guide advisors on 1031 exchanges, DSTs, and portfolio construction, helping embed IPWM conversations in client planning.

As the advisor’s guide, you will showcase Realized’s modern portfolio theory, quantitative risk ratings and end‑to‑end support from initial conversations to closing, across a growing advisor network.

Qualifications

• 7+ years of experience in financial services sales to advisors.
• Demonstrated success developing financial advisor relationships and converting those relationships into measurable production.
• Working knowledge of 1031 exchanges and DSTs; familiarity with portfolio construction and the advisory business model.

Responsibilities

• Engage advisors and their teams to understand their practice, client base and objectives, then show where Realized fits.
• Educate advisors on 1031 exchanges, real estate and real estate securities (DSTs, REITs and QOZs), and on how Realized’s approach to portfolio construction and risk quantification improves client outcomes.
• Equip advisors to identify opportunities early, for example by adding a few investment property questions to client reviews and planning conversations.
• Deliver one‑on‑one and group presentations, webinars and practice‑management sessions.
• Qualify early‑stage opportunities and help advisors frame the conversation with their clients.
• Support key client meetings alongside the advisor when appropriate.
• Hand off qualified cases to Case Management and stay engaged through closing so the advisor experience is seamless.
• Help advisors and firms build investment property planning into how they serve clients, turning a first case into a repeatable part of their practice.
• Follow up after meetings and cases to gather feedback, identify further needs and strengthen the relationship.
• Represent Realized at partner‑firm meetings, advisor events and industry conferences.
• Clearly explain how Realized’s solution compares with other approaches advisors may encounter.
• Share market feedback, competitive intelligence and advisor needs with leadership, Marketing and the investment team.
• Work closely with the home‑office relationship lead, Case Management, Marketing and Compliance.
• Maintain accurate CRM records of activity, pipeline and advisor engagement.
• Follow all compliance, supervisory and communications policies.

Skills

Financial services sales

Advisor relationship building

Consultative selling

CRM proficiency

Presentation skills

Communication skills

Organizational skills

Self-directed

Education

Bachelor’s degree or equivalent experience

Job description

Realized is seeking a Vice President – Business Solutions Consultant to bring IPWM to financial advisors and firms. You will educate and guide advisors on 1031 exchanges, DSTs, and portfolio construction, helping embed IPWM conversations in client planning.

As the advisor’s guide, you will showcase Realized’s modern portfolio theory, quantitative risk ratings and end‑to‑end support from initial conversations to closing, across a growing advisor network.