Manager of Capital Markets – RIA Channel

SANTÉ Realty Investments – Manager of Capital Markets – RIA Channel, Phoenix Arizona

Company Overview

SANTÉ Realty Investments is a rapidly ascending player in the commercial real estate investment arena, leveraging private equity and hedge fund methodologies to optimize asset performance. With our headquarters proudly based in the United States, we are on an ambitious journey to amass $25 billion in assets under management by 2031. To fuel this growth, we are in search of exceptional talent who share our vision and commitment to excellence.

Program Overview

The Manager of Capital Markets – RIA Channel is a pivotal role at SANTÉ Realty Investments designed for a visionary leader with a strategic mindset and an unwavering commitment to excellence. This individual will play a critical role in forging and nurturing partnerships with Registered Investment Advisors (RIAs), with the ultimate goal of significantly enhancing capital inflow.
Key Responsibilities:

• Strategic Business Development: Develop a robust and innovative strategy to penetrate and thrive in the RIA channel, ensuring alignment with our overall corporate objectives.
• Relationship Cultivation: Build and maintain strong, long-lasting relationships with key stakeholders within the RIA community, ensuring [Your Company's Name] is top-of-mind for investment opportunities.
• Collaborative Leadership: Work seamlessly with cross-functional teams to ensure the production of premier marketing materials, client presentations, and investor communications that resonate with the RIA audience.
• Market Intelligence: Stay abreast of industry trends, regulatory changes, and competitor activities to ensure [Your Company's Name] maintains a competitive edge.
• Tailored Solutions Development: Collaborate with internal teams to design and offer bespoke investment solutions that meet the unique needs of RIAs.
• Sales Excellence: Manage the entire sales lifecycle with precision and professionalism, from initial outreach and relationship building to deal closing and post-investment servicing.
• Data-Driven Decision Making: Ensure meticulous maintenance of CRM data to facilitate informed business decisions and strategic planning.

Qualifications:

• Educational Excellence: MBA from a prestigious institution, complemented by a stellar academic record.
• Proven Experience: A minimum of 7 years’ experience in capital markets or investment management, with a particular emphasis on the RIA channel.
• Industry Expert: Deep understanding of private equity and hedge fund models, with the ability to articulate complex investment strategies clearly.
• Communication Maestro: Exceptional communication skills, with a proven ability to influence and inspire both internal teams and external partners.
• Track Record of Success: Demonstrable success in capital raising, business development, and relationship management.
• Analytical Whiz: Proficiency in Excel, PowerPoint, and CRM software, complemented by sharp analytical and problem-solving skills.

Reward Package:

• Competitive Compensation: A highly attractive base salary complemented by a generous performance-based bonus structure.
• Holistic Benefits: A comprehensive benefits package, including but not limited to health, dental, and retirement plans.
• Professional Development: Opportunities for ongoing learning and career advancement.

Key Performance Indicators (KPIs):

When evaluating the performance of our Manager of Capital Markets focusing on the Registered Investment Advisor (RIA) channel, we have clear and relevant Key Performance Indicators (KPIs) in place. Here are 10 KPIs that provide a comprehensive view of performance:

1. Assets Under Management (AUM) Growth: Track the growth in AUM that can be directly attributed to the RIA channel. This indicates the manager’s effectiveness in capital raising and relationship management.
2. Number of New RIA Relationships: Monitor the number of new RIA partnerships established. This KPI reflects the manager's networking and business development skills.
3. Client Retention Rate: Measure the percentage of RIAs that continue to invest over time. A high retention rate suggests strong relationship management and client satisfaction.
4. Investment Conversion Rate: Calculate the percentage of initial meetings or pitches that result in an investment from RIAs. This reflects the manager's sales effectiveness and the appeal of your investment products.
5. Average Investment Size: Track the average size of investments made by RIAs. A higher average suggests the ability to attract and secure substantial commitments.
6. Revenue Generated: Monitor the revenue generated from the RIA channel, including fees and any other income. This directly reflects the financial impact of the manager’s efforts.
7. Client Satisfaction Score: Conduct regular surveys or assessments to gauge the satisfaction level of the RIA partners. High satisfaction scores are indicative of strong relationship management and service delivery.
8. Product Penetration: Measure the number of different investment products taken up by RIAs. This indicates the manager’s ability to effectively communicate the value of your diverse product offerings.
9. Time to Close: Track the average time taken from initial contact to investment commitment from RIAs. A shorter time to close reflects efficiency and effectiveness in the sales process.
10. Cost per Acquisition: Calculate the cost involved in acquiring investments from RIAs, including marketing, travel, and any other related expenses. Keeping this cost reasonable ensures profitability and resource efficiency.

Company Description

At SANTÉ Realty Investments, we believe in taking the complexity out of traditionally hard-to- understand components in real estate investing such as taxation issues, operational complexities and complicated legal issues to provide a simple solution for our clients to enjoy the benefits of passive income.

Our team of commercial professionals provides consistent high-yield returns on United States real estate investments for our investors. Having extensive experience as principals in real estate investments, SANTÉ Realty helps its clients invest in U.S. real estate in an easy and straight-forward manner.

SANTÉ Realty Investments’ Core Values: