Senior Associate / Vice President, Ares 1031 Exchange Product Specialist

Ares

Multiple Locations
Base: $150,000 - $210,000; bonus/equity: discretio...
1031 exchange expertise
Private placement distribution
Client relationship management
The AREX Product Specialist will support internal and external distribution teams by providing expert guidance on 1031 and 721 exchange products to facilitate tax-deferred real estate investment solutions

Job Summary

  • The AREX Product Specialist will support internal and external distribution teams by providing expert guidance on 1031 and 721 exchange products to facilitate tax-deferred real estate investment solutions.
  • Ares offers a comprehensive benefits package including medical, dental, vision, 401(k) with company match, life and disability insurance, mental health resources, financial wellness benefits, and more.
  • This role requires proactive business development, transaction management, and collaboration with multiple stakeholders to ensure compliant and efficient execution of real estate exchange transactions.

Matching Summary

The AREX Product Specialist will support internal and external distribution teams by providing expert guidance on 1031 and 721 exchange products to facilitate tax-deferred real estate investment solutions.

Salary

Base: $150,000 - $210,000; Bonus/Equity: Discretionary performance-based bonus; Benefits: Comprehensive medical, dental, vision, 401(k), life insurance, disability, and wellness programs

Skills & Requirements

Must-have

  • 1031 exchange expertise
  • Private placement distribution
  • Client relationship management
  • Salesforce.com pipeline management
  • Financial advisor collaboration

Nice-to-have

  • Alternative investment knowledge
  • Strong organizational skills
  • Public speaking and presentations
  • Team-oriented mindset
  • Travel flexibility

Key Requirements

  • Bachelor’s degree
  • FINRA Series 7 license
  • FINRA Series 63 license
  • Prior financial services experience
  • Real estate and 1031 exchange experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter