SVP Managed REITS, Midwest

Job Title: Senior Vice President (SVP), SmartStop REIT Advisors, Midwest

Reports to: Chief Financial Officer

Location: Ladera Ranch, CA | Corporate Office

Position Status: Full time, Exempt

JOB SUMMARY

The Senior Vice President (SVP), SmartStop REIT Advisors, supports the growth and maintenance of the Company’s relationships across the Independent Broker-Dealer (IBD) and Registered Investment Advisor (RIA) channels. This role focuses on managing and growing an assigned book of relationships, supporting new business development efforts, and contributing to the expansion of distribution opportunities for the Company’s investment offerings. The SVP reports directly to the CFO.

JOB DUTIES AND RESPONSIBILITIES

• New Business Development: Identifies and pursues new firm relationships to expand the Company’s distribution footprint. Supports engagement strategies tailored to each firm’s structure and investment needs, and assists in negotiating new agreements in collaboration with senior leadership.
• Relationship Management & Retention: Manages and strengthens existing relationships with Independent Broker Dealers and RIA's within an assigned territory or coverage area. Provides consistent communication and updates to ensure high satisfaction and alignment with Company priorities,
• Advocacy & Demand Generation: Builds advocates within IBD and RIA firms who support the Company’s investment offerings. Leverages advisor relationships to support approvals and adoption, and gathers insights on advisor preferences to inform product positioning.
• Internal Collaboration: Works cross-functionally with internal teams to align on strategies and ensure effective use of time and resources. Shares observations from the field to help identify process improvements and support stronger institutional relationships.
• Industry Presence: Participates in industry conferences and trade associations (e.g., IPA, ADISA, ICI) to build visibility and credibility. Stays current on competitive trends and regulatory developments impacting IBD and RIA distribution channels.

SUPERVISORY RESPONSIBILITIES

This position does not oversee other staff members.

REQUIRED SKILLS/ABILITIES

• Strong sales aptitude with the ability to build credibility and influence advisors
• Ability to meet deadlines and find solutions to problems.
• Excellent communication and presentation skills, both verbal and written
• Proven ability to build and manage relationships across a territory
• High attention to detail and strong organizational skills
• Experience executing strategies with a solution-oriented mindset.
• Ability to manage multiple priorities and complex information.