CIRE Equity is an entrepreneurial, growth-oriented company focused on the creation and preservation of wealth through targeted investments in commercial real estate in the Western United States. 

We are passionate about real estate, dedicated to hard work, and strive for excellence in everything that we do. We value our employees and aim to create a fun, merit-based environment that encourages hard work, creative thinking, and high-quality performance. We foster persistent improvement, and we are seeking like-minded individuals who share our attention to detail and passion for excellence to join our growing team.

What Makes CIRE Special

At CIRE Equity, we want our employees to be successful, and we believe that a large part of success is aligned around our unique core values that form our cultural DNA. 

PERSISTENT IMPROVEMENT

Relentless Cultivation of Our Potential 

QUALITY PERFORMANCE 

Executing Beyond Expectations

CREATE OPPORTUNITY

Innovative Thinking to Produce Value

AUTHENTIC COMMUNITY  

Building Relationships Through Sincere Interactions

Beyond technical competencies, we hire team members with emotional intelligence and awareness because we believe that creating a safe space for open sharing and direct feedback leads to higher-functioning teams and resilience in overcoming challenges. We work hard and play harder, celebrating company success as a team.

Purpose of Position: 

The Internal Wholesaler/ is responsible, in conjunction with the Director of Investor Relations and future external sales team, for supporting CIRE’s strategic partner and wholesaling team to effectively sell CREIT and other future CIRE offerings. A primary focus includes educating the wholesaler on real estate investments and specifically CIRE products for them to effectively prospect new business, sales, and service on-going relationships with financial advisors. This position will contribute significantly to the NAV growth of CREIT through their proactive approach on a sales desk and supporting the external team.

Essential Functions:

• Develop new and build upon relationships with wholesalers and financial advisors/registered representatives in the RIA & broker-dealer selling syndicate, primarily through outbound and inbound sales calls
• Serve as a partner to the Director of Investor Relations to grow sales and drive adoption of CIRE’s offerings with wholesalers and financial advisors
• Play a key role in educating wholesalers, financial advisors/registered representatives regarding CIRE’s distributed offering, ensuring wholesalers can educate financial advisors to make an informed recommendation to their clients
• Maintain on-going communication with wholesalers to ensure they have current information on CIRE and its offerings. Provide appropriate guidance regarding the CIRE's operating results and investment strategies
• Maintain weekly activity thresholds for calls & emails as directed by Director of Investor Relations
• Consistent communication with Director of Investor Relations which may include daily review of sales numbers, sales and education strategies, information updates from calls and meetings
• Maintain and structure CRM database via HubSpot software to log phone calls, meetings, emails, and notes that will allow effective campaign and segmented communication strategies
• Create communication strategies with VP of Marketing to utilize CRM and drive sales
• Become a knowledgeable resource to the broker-dealer network and internal associates on all aspects of the investment industry, competitors (direct and indirect), and products available in the market
• Research and analyze quarterly/annual reports and other publicly filed information
• Support Director of Investor Relations with requests including responding to technical products and competitive positioning questions as appropriate
• Participate in conferences, education forums and potentially client seminars for purposes of educating financial advisors, registered representatives, and/or investors regarding CIRE offerings
• Ability to stand in for external team to take in-person meetings, conduct webinars, or conferences for opportunities
• Initiative and ability to create and develop effective processes and strategies for the investor relations team to streamline operations and optimize resources
• Additional duties not listed 

Requirements: 

• Knowledge of the financial advisor and broker-dealer investment industry, real estate or alternatives preferred
• Highly coachable and positive attitude
• Takes initiative and is solutions-oriented
• Solid analytical skills 
• Strategic thinker with good anticipation and prioritization skills
• Excellent interpersonal skills, including oral and written communication
• Advanced PowerPoint and Excel skills
• Experience with CRM systems such as HubSpot, Salesforce, or similar
• Excellent planning and organizational skills
• Ability to travel from time to time preferred
• Bachelor's degree required
• Series 7 & Series 63 licenses not required and will be required to lapse

Vital Factors for Success:

• Outbound Call and Video Conferencing Activity
• Accuracy and time to deliver requested materials to support sales process
• Wholesaler and Financial Advisor engagement rates with marketing materials
• Wholesalers’ ability to explain and sell CIRE offerings
• Time Savings and Optimization of Director of Investor Relations calendar
• Ease of use and organization of CRM 
• Clear processes created and followed for Investor Relations
• NAV Growth
• Redemption %