External Wholesaler – Southern California

MCB Wealthbridge is the DST 1031 Exchange division of MCB Real Estate, a privately held, fully integrated national real estate development and investment company headquartered in Baltimore, Maryland. As a vertically integrated platform with in-house development, construction, and commercial property management capabilities, MCB unlocks value across the full real estate investment lifecycle. The firm currently manages approximately $4 billion in real estate assets on behalf of a predominantly institutional investor base.

MCB believes in merit-based employment decisions that provide equal access to all employees and applicants, including ensuring that this access prohibits unlawful discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Additionally, we are committed to fostering, cultivating, and preserving a workplace culture that respects each individual employee’s contribution to our workplace. We embrace and encourage our employees’ differences in age, color, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique.

This employment practice of ensuring equal access applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, layoff, termination, recall, transfer, leaves of absence, compensation, and training.

JOB SUMMARY

The primary role of the External Wholesaler-Southern California is to build and grow the sales channel for MCB Wealthbridge within Southern California and designated regions. Primary duties will include raising equity capital by promoting MCB Wealthbridge’s DST and 1031 exchange real estate investment programs and, generating investor equity sales through relationships with broker-dealers (BD’s), registered representatives and RIA’s. This position requires a depth of experience in real estate securities and Alternative Investment sales channels. Primarily outside sales and frequent travel schedule required.

JOB ESSENTIAL RESPONSIBILITIES – the following is not an all-inclusive list of the job responsibilities. MCB may change or revise duties and responsibilities or add other job-related duties or responsibilities at any time as the position evolves or to support business needs.

• Build and grow broker-dealer, registered representative, and RIA relationships in assigned regions.
• Prepare and execute a regional sales business plan to help drive our success and growth through maximizing our program equity sales and collaborate with sales team to create synergies.
• Participate in weekly sales report updates with the SVP, National Sales, sales team, CEO, and other MCB executives.
• Promote and market MCB Wealthbridge’s offerings and provide education on 1031 exchanges and Delaware Statutory Trusts (DSTs).
• Participate in sales training, and educational and industry, webinars, events and conferences.
• Collaborate with internal stakeholders and provide input concerning DST industry supply and demand.
• Participate with SVP, National Sales in working with marketing group to produce needed marketing collateral materials.
• Proactively manage Salesforce or other CRM system to assure sales contact, data and reports are current and accurate.
• Additional responsibilities include joining and participating in industry organizations, networking nationally and regionally, and attending relevant conferences and events and home office meetings.

KNOWLEDGE, EXPERIENCE, SKILLS/ABILITIES

• BS/BA degree with related business area focus required.
• FINRA Registration (Series 7 and 63) or other as required.
• Minimum of five years’ industry experience successfully raising capital through the IBD and RIA sales channels as a DST Program wholesaler, with strong relationships in Southern California and the west coast.
• Strong knowledge of DST and other tax-advantaged real estate investments.
• Valid driver’s license in good standing and appropriate vehicle insurance coverage required.
• Proficiency in Microsoft Office and its related suite of applications, CRM systems such as Salesforce or HubSpot, and other relevant systems as necessary.
• Strong verbal and written, and internal and external, communications skills including public speaking and presentation of company and program facts and details at events, home offices, and investor seminars.
• Strong multitasking abilities and prioritization skills and ability to work in a fast-paced environment.
• Excellent organizational skills and attention to detail.
• Independent travel and meeting expectations commensurate with what is necessary to successfully raise capital through the independent broker-dealer and RIA relationships.
• Discretion and confidentiality in handling sensitive information.

PHYSICAL REQUIREMENTS

This position is performed primarily on the road/outside sales setting with extended periods of sitting and computer/keyboard use; reading and editing documents; regular phone and other electronic equipment use. Minimal lifting (<30 lbs.), frequent standing, climbing, and regular travel. Must be able to travel independently by vehicle, train, plane or other modes of transportation in the regular performance of the job.

Term of Employment Notices: All job offers with MCB are contingent upon receipt of satisfactory background reports as allowed by applicable federal and state law based upon required job duties. Background reports are consumer reports including, but not limited to, federal and state criminal, identity, and if applicable to job-specific requirements, may include credit report, and driving record.

All employees are required as a term of employment with MCB to sign a Confidentiality Agreement.