Regional Director, Intermediary Sales at Cadre

| Greater NYC Area
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Cadre is building a technology-driven investment platform for commercial real estate, opening up access to a 16 trillion dollar asset class favored by private equity firms, hedge funds, and institutional investors. Our platform connects qualified individuals and institutions to fully vetted, compelling real estate investment opportunities. We combine our institutional experience with differentiated technology in order to empower our investors through direct access, lower fees, and greater transparency. Our mission is to provide superior access and insight to the universe of alternative investments.

Cadre is looking for a Regional Director of Intermediary Sales to drive business growth and advance our innovative and disruptive real estate investing platform by strategically partnering with and managing client relationships within the wealth management channel. You will focus on growth, scale and profitability within your Eastern US region, while serving as a liaison between clients and our internal partners to deliver unparalleled service and experiences. You will be responsible for  increasing awareness, engagement and conversion of investors across our intermediary segment. In addition, to drive profitability within this important channel of business, you will be responsible for understanding the commercial business in depth, analyzing business performance through key metrics, and recommending strategic priorities to grow our client base. Reporting directly to the Head of Sales, you will partner with investments, marketing and technology teams to develop and grow our client base while enhancing client experiences.


WHAT YOU’LL DO

  • Develop a strategic sales plan to prospect, grow and drive conversion of wealth management clients by building strong relationships with existing clients and by continuously creating and maintaining a targeted, active pipeline of prospects. 
    • Strengthen and support Cadre’s client relationships, while also developing a qualified pipeline to grow investor base (tactics include outreach via phone/other channels)
    • Raise awareness and drive acceptance of alternative investing solutions that will help clients achieve their goals.
    • Effectively represent our investments and services to prospects and current clients in prospect/client meetings, at industry conferences and via written and verbal communications/presentations.
    • Identify and attend industry events to generate investor leads and reinforce Cadre brand.
    • Identifying at-risk clients and proactively supporting relationships.
  • Develop and implement business plans to meet or exceed regional growth targets.
    • Use expertise of the market and competitive environment to help position Cadre’s value proposition and innovative investing model appropriately.
    • Continuously maintain and build an intimate level of knowledge of different investor types and what motivates them.
    • Continue to learn and understand the implications and impact of news events and economic forces on the industry and the asset class.
  • Provide leadership and guidance to extended internal team members to achieve the highest levels of performance in new business development.
  • Responsible for implementation and proper use of marketing and communication materials.
    • Clearly articulate Cadre’s distinguishing characteristics, competitive and sustainable advantage, investment philosophy and investment process.
    • Contribute to ongoing production and refinement of communications content.
  • Socialize client insights across Cadre to cultivate strong partnerships and promote product enhancements that incorporate client feedback. Liaise with the business, including the Technology Team, to reflect investor feedback/sentiment within the platform. 

WHAT YOU HAVE 

  • 5-10 years of related experience in wealth management, financial sales or services in alternative investments, preferably real estate; experience working with sophisticated advisor clients within an investment management or asset management firm is a plus.
  • Deep technical understanding of commercial real estate and common investment strategies within the asset class is a must; experience across multifamily, office and industrial is preferable.
  • Track record of closing clients into illiquid alternative investment or real estate products.
  • Existing book of business you believe is portable to Cadre, particularly in the RIA, MFO or SFO space.
  • Series 7 and 63 licenses (or will be required to obtain within the first 90 days of employment). 
  • Active CAIA, CFA, or CIMA credentials.
  • Excellent verbal and written communication skills. Articulate with strong, clear and concise public speaking skills. Proven experience and ability to persuade and influence.
  • Interpersonal skills that encourage openness and trust both internally and externally. Demonstrated success in cultivating strong internal and external relationships and collaborating cross-functionally within a high-growth environment and with teams distributed in multiple geographic locations.
  • Thrive in a fast-paced environment, and work well against demanding deadlines.
  • High on integrity, grit, growth mindset, and compassion.
  • Strong customer orientation, empathy for your target client and your co-workers, collaborative sales approach.
  • Experience with Salesforce or similar CRM system.
  • High willingness to travel.

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Technology we use

  • Engineering
  • Sales & Marketing
    • JavascriptLanguages
    • PythonLanguages
    • Computer ScienceLanguages
    • ReactLibraries
    • ReduxLibraries
    • Node.jsLibraries
    • DjangoFrameworks
    • PostgreSQLDatabases
    • SalesforceCRM

Location

Cadre is located on the cusp of the Soho and Nolita neighborhoods. Our area is ripe with amazing restaurants, bars, shopping & fitness studios.

An Insider's view of Cadre

What’s the vibe like in the office?

Collaborative! Many of our teams operate cross functionally, which is why we opted for an open floor plan. With no private offices, we were able to allot a healthy amount of perimeter space to meeting & call rooms. Our kitchen a.k.a The Mission, offers employees a wide array of snacks, drinks & tables at which to work while socializing!

Catie

Culture and Events Manager

What's the biggest problem your team is solving?

We're working on integrating more quantitative techniques into our investment process. Machine Learning has had a transformative effect on a number of industries & CRE is undergoing a similar transformation. How Cadre uses data in our investment process allows us to create more thoughtful strategies & be better fiduciaries to our investors.

Ashwin

Senior Director of Engineering

How has your career grown since starting at the company?

I've been provided numerous chances to take ownership over new initiatives within the company. After starting at the firm as an investment analyst & growing within that vertical, I was able move into a biz dev role where I’ve led several areas of growth for Cadre. These responsibilities & challenges have pushed me to grow as an employee & manager.

Charlie

Vice President of Emerging Verticals

What is your vision for the company?

2020 will be a year of continued growth & further realization of our mission as we expand access & liquidity in the Commercial Real Estate investing world. I look forward to another year of exponential growth of our investor base & expanded liquidity for many more clients!

Ryan

Co-Founder & CEO

How would you describe the company’s work-life balance?

As my needs & the needs of my child change, it's really important to be in an environment that embraces that evolution. I constantly feel supported whenever I need to shift my priorities between work and home. Another reason why I love working here is that my daughter always feels welcome in the office. Knowing she's always welcome is empowering!

Cherice

Executive Assistant to the CEO

What are Cadre Perks + Benefits

Culture
Volunteer in local community
Friends outside of work
Eat lunch together
Daily stand up
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Open office floor plan
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
We pay 100% of your medical premiums to help keep our employees healthy!
Life Insurance
Wellness Programs
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Company Equity
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Perks & Discounts
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Some Meals Provided
Happy Hours
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
Lunch and learns
Cross functional training encouraged
Promote from within
Paid industry certifications
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