*This position will require participating in a self-recorded video interview. Only candidates that complete the video will be considered.*

Overview

This position is for a dynamic leader who will oversee all operational functions, drive KPI-focused management, and direct marketing and sales activities in a high-growth private equity real estate firm. The candidate should be an adaptable self-starter who excels in both strategic leadership and hands-on execution, has strong communication and management skills, and is comfortable making decisions in a rapidly evolving environment.

Key Responsibilities

Operations & KPI Management

Oversee day-to-day operations with clear plans, dates, and budget deadlines.
Develop and implement KPI dashboards for Marketing, Sales, and Operations.
Identify and track the most important KPIs and their supporting metrics.
Ensure accountability across internal teams and external partners.
Collaborate with fund administration, CPAs, attorneys, and others to ensure compliance and efficiency.

Marketing & Sales Leadership

Lead marketing campaigns (online advertising, direct response, etc.) with a strong understanding of lead generation.
Manage or coordinate with third-party marketing firms and oversee strategy, copy, and campaign execution.
Provide guidance and oversight to the sales team to ensure leads are effectively converted.
Develop sales strategies, set targets, and monitor performance using CRM tools (HubSpot or similar).
Ensure the best-performing salespeople remain on the team, coach where needed, and make strategic staffing decisions.

Investor Servicing & Onboarding Optimization

Streamline onboarding processes to reduce manual hours while maintaining compliance.
Coordinate the setup of new investment offerings in the investor portal and CRM.
Oversee investor communications, including newsletters and updates, ensuring timeliness and clarity.
Track and manage investor requests, compliance documentation, and day-to-day servicing needs.

Strategic Decision-Making & Autonomy

Make independent decisions for day-to-day operational needs (up to a certain budget threshold).
Seek approval for material changes in strategy, direction, budget, and compliance-heavy decisions.
Present solutions and improvements to the Managing Partner, aiming to expand autonomy as trust is built.

Requirements

Prior Experience & Industry Background

Strong Operational Management experience, specifically within an investment firm or marketing agency setting. Preferred with experience leading marketing and sales organizations.
Proven ability to identify, implement, and manage KPIs to drive performance.
Prior experience managing a team of 3-5 people in a boutique or entrepreneurial environment.
Prior experience managing internal marketing teams and/or agencies preferred.
Strong background in marketing and sales management, working in a business-to-consumer setting.
Role will manage others, yet the ideal candidate has Generalist marketing experience with strategic understanding of direct response, marketing, ad platforms, brand, copywriting and lead generation. managing others and leading projects.
Preferred candidates will have experience in financial services, private equity or private real estate, where the company raises and/or manages individual clients capital.

Leadership & Management Scope

Experience managing or closely collaborating with sales teams and marketing teams.
Strong understanding of lead generation, lead conversion, and sales processes.
Ability to prioritize, manage projects, and drive execution.
High level of organization, detail orientation, and ability to learn quickly.
Technical & Systems Expertise
Familiarity with HubSpot or similar CRM platforms preferred.
Strong ability to manage and optimize KPI tracking systems. Experience with automation is a plus.
Personality & Work Style
Ownership mindset – takes full responsibility for outcomes.
Strategic and hands-on – balances leadership (60%) with execution (40%).
Thrives in fast-paced, high-pressure environments.
Able to handle ambiguity, define priorities, and take initiative.
Comfortable with high autonomy after onboarding.

Benefits

Competitive salary and performance-based bonuses.
Potential for increased decision-making authority.
Opportunity to shape and grow a high-impact role in a rapidly scaling firm.

Success Indicators & Growth

Short-Term (90 Days):

Seamless transition of operational duties.
Established, clear KPI dashboards and tracking.
Ownership of marketing/sales leadership with effective campaign planning.

Long-Term (12 Months):

Operations run smoothly across all departments; deadlines and budgets are met.
Enhanced lead generation and improved sales conversions.
Reduced manual hours for investor servicing and a more efficient onboarding process.
High trust and autonomy; able to make key decisions with minimal oversight.

Walter jobs

Remote Salesperson

Sales Development Rep

Sales and Marketing Operations Manager