Strategy Specialist, Wealth Solutions

About the Company

Griffin Capital Company is a leading full-service real estate investment and management company that for three decades has established a reputation for leadership and innovation led by a team of cycle-tested professionals with expertise in acquisitions, investment management, and capital markets. We manage a diverse portfolio of institutional-quality assets across the United States. Our goal is to create reliable, thematic investment solutions to meet the needs of our investors and the communities in which we invest. Since 1995, Griffin Capital has owned, managed, sponsored and/or co-sponsored approximately $24 billion in assets across a wide range of real estate sectors and investment structures. The Griffin Capital Team has engaged in the development of approximately $5 billion of real estate with a specific focus on the rental housing sector where it has a development portfolio in 33 markets. 

Position Summary

Support sales and marketing efforts of Griffin Capital Company investment solutions across all financial intermediary channels. Manage and grow relationships with financial intermediaries and provide assistance to external territory partner in executing a sales and marketing strategy to meet territory goals. Involves one-on-one daily communication and group presentations with our selling group. Works closely with management and other team members to advance sales strategy, education and the positioning of Griffin's investment offerings.

Duties and Responsibilities

• Build and manage relationships with financial intermediaries.
• Work in conjunction with the SVP, Wealth Solutions to support a territory business plan and sales strategy to effectively increase sales and improve territory penetration.
• Manage time and focus to ensure that Territory distribution plan is coordinated with external partner and being executed.
• Develop a deep understanding of Griffin's investment strategies to become a subject matter expert on each. 
• Provide detailed information and ongoing updates on the features, benefits and advantages of Griffin investment solutions to financial intermediaries and their clients.
• Present Griffin Capital investment Solutions to financial intermediaries and their clients.
• Execute call and email campaigns to achieve firm’s strategic objectives.
• Thoughtfully position investment strategies consistent with direction from management.
• Cover meetings within territory, including occasional travel to handle 1-on-1 and group meetings in coordination with the SVP of Wealth Solutions (Territory Partner) as needed. 
• Build and manage the territory calendar, rotation and ranking of advisors.
• Document all daily activities, such as calls, emails, follow up activity and campaigns in the CRM.
• Research and understand competitor offerings to identify sales strategies on where our solutions fit for clients.
• Research, review and maintain knowledge on the broader financial markets, commercial real estate and alternative investments. 
• Work with the team to prepare presentations, white papers, and other marketing materials. 
• Assist and resolve escalated client service issues when necessary.
• Adhere to all compliance/company guidelines and requirements.

Qualifications and Skills Requirements

• Minimum three years of internal or external wholesaling or industry sales experience within a financial services firm. One to three years of relevant work experience in alternative investments. 
• Bachelor's degree or equivalent combination of education and experience.
• High sales acumen and the desire/ability to generate sales opportunities. Must be confident, persuasive, and credible over the phone and in person.
• High degree of proficiency in product, competition, industry, and Capital Markets knowledge, must be able to effectively communicate this knowledge with clients. 
• Outstanding relationship management, influencing and interpersonal skills to build and maintain collaborative partnerships.
• Excellent verbal and written communication skills to engage with key partners as well as prepare and present sales materials, provide technical information regarding products and services, and develop sales presentations.
• Proficient in Microsoft Office Suite including Excel, Word, and Outlook.
• High attention to detail and proficiency in CRM systems. Experience with Salesforce and Salesforce Mapping Tool.
• SIE, Series 7 and 63 required. CFA, CAIA, CFP ideal, but not required.
• Ability to travel occasionally for meetings with Advisors.

Benefits and Salary

Griffin Capital’s salary ranges are determined by role, duration of direct experience, and internal and external pay equity considerations.

• The base salary range for this exempt full-time position is $85,000-$105,000 sales compensation earnings benefits.*

At Griffin Capital, we strive to offer a comprehensive and competitive benefits package to our employees. To support the physical, financial, and emotional well-being of employees, we offer:

• 100% company paid individual Medical and Dental Insurance.
• 100% company paid individual Life and Long- and Short-Term Disability Insurance.
• 401(k) plan with up to 4% matching and full vesting.
• Paid time off (PTO) starting at 17 days per year, with increases after 2 years of service.
• A yearly Birthday Holiday and paid time off for community service.
• State of the art onsite gym.
• Company funded Lifestyle Spending Account.
• Access to other health and tax-advantaged benefits.

Availability of benefits may be subject to location & employment type and may have certain eligibility requirements. Griffin reserves the right to alter these benefits in whole or in part at any time without advance notice.

Work Location

Griffin’s work location model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees. Some business groups require more time in the office due to their roles and responsibilities. 

*Please note that the compensation information provided is a good faith estimate for this position only and is provided pursuant to the California Salary Transparency in Job Advertisements Law. Griffin Capital takes into consideration a candidate’s education, training, and experience, as well as the position’s work location, expected quality and quantity of work, required travel (if any), external market and internal value, including seniority and merit systems, and internal pay alignment when determining the salary level for potential new employees. In compliance with the California Law, a potential new employee’s salary history will not be used in compensation decisions.

Equal Employment Opportunity at Griffin

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age (40 and over), ancestry, color, religious creed (including religious dress and grooming practices), family and medical care leave or the denial of family and medical care leave, mental or physical disability (including HIV and AIDS), marital status, domestic partner status, medical condition (including cancer and genetic characteristics), genetic information, military and veteran status, political affiliation, national origin (including language use restrictions), citizenship, race, sex (including pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, and gender expression, sexual orientation, or any other basis protected by applicable federal, state or local law, rule, ordinance or regulation.

We will consider qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Ordinance and the California Fair Chance Act and consistent with other similar and / or applicable laws in other areas.

We also afford equal employment opportunities to qualified individuals with a disability. For this reason, Griffin Capital will make reasonable accommodations for the known physical or mental limitations of an otherwise qualified individual with a disability who is an applicant consistent with its legal obligations and in accordance with applicable local, state and / or federal law. Any applicant who requires an accommodation in order to perform the essential functions of the job should contact a Human Resources Representative to request the opportunity to participate in a timely interactive process.