Senior Brokerage Specialist

Job Title

Senior Brokerage Specialist

Job Description Summary

Job Description

Senior Brokerage Specialist Job Description

Location: Cincinnati, OH
Department: Capital Markets
Reports To: Sr. Operations Manager

Overview

We are seeking a highly organized, detail-driven Capital Markets Senior Brokerage Specialist to support investment sales from valuation through closing. This role serves as the operational backbone of the Capital Markets team—owning proposal execution, offering memorandum development, marketing campaigns, investor engagement tracking, and deal management through close.

The ideal candidate brings strong commercial real estate knowledge, exceptional project management skills, and the ability to translate complex financial and market information into compelling, client-ready materials. This role partners closely with brokers, financial analysts, marketing professionals, and clients to ensure flawless execution at every stage of the transaction lifecycle.

Essential Duties & Responsibilities

Business Development & CRM Management

• Manage CRM systems (Salesforce) to track prospects, investor engagement, and deal activity.
• Generate prospect lists, create tags, and maintain searchable tracking for market intelligence.
• Assist with LinkedIn account management and original content creation for marketing campaigns.
• Conduct research on organizations, individuals, and market opportunities to support business development

Broker Opinion of Value (BOV) & Proposal Management

• Prepare BOVs and proposals, including market research, asset analysis, and demographic data.
• Collaborate with brokers, analysts, and design teams to produce client-ready materials.
• Maintain accurate proposal records and team credentials in internal trackers.

Offering Memorandum (OM) Development

• Launch new projects using standardized folder structures and CRM workflows.
• Coordinate property descriptions, tenant summaries, and market overviews with ownership.
• Manage photography, videography, and other marketing assets.
• Proofread and quality-control financials and OM drafts prior to broker and client review.

Marketing Execution & Investor Engagement

• Publish listings across selected platforms and manage confidentiality agreements.
• Build and execute investor email campaigns using CRM tools.
• Track engagement, signed CAs, investor feedback, and offer activity; maintain accurate deal stages.
• Produce marketing reports for internal and client distribution.

Transaction Management & Due Diligence

• Support brokers in managing deal flow from LOI through closing, including due diligence coordination.
• Track critical dates, milestones, and ensure timely completion of deliverables.
• Prepare closing documentation, expense summaries, and maintain accurate transaction records.
• Execute standardized close-out checklists and finalize documentation.
• Ensure transaction data integrity for historical reporting and analytics.

Team Coordination

• Organize & track team weekly meetings
• Create team CRM reports on prospecting and client communication
• Track team active deals / pipeline
• Report on weekly / monthly / quarterly / annual progress on team objectives (KPIs)
• Assist with team participation in various Cushman & Wakefield groups
• Additional responsibilities and duties as they arise

Qualifications

• Bachelor’s Degree (Business, Marketing, Communications, Real Estate, a plus)
• 5+ years of experience in commercial real estate, capital markets, transaction management, or brokerage operations
• Administrative experience for executive level professionals preferred
• Advanced knowledge of Microsoft Office
• Experience with InDesign and Salesforce (or other CRM) a plus
• Strong understanding of investment sales processes and asset-level marketing preferred
• Ability to independently own projects/responsibilities and take business owner perspective to proactively innovate
• Ability to take direction and delegate responsibilities effectively
• Exceptional written communication and storytelling ability
• Highly organized with strong attention to detail and deadline management
• Comfortably manage multiple complex projects simultaneously
• Proactive, solution-oriented, and self-motivated
• Demonstrated aptitude to solve problems and navigate through obstacles
• Independent problem-solvi