Senior Director, Private Wealth
JLL empowers you to shape a brighter way
Senior Director, Private Wealth Distribution
Job Summary
Main Responsibilities
- Originate, cultivate, and manage relationships with single family offices, multi-family offices, and RIAs with allocation appetite for commercial real estate.
- Develop a thorough understanding of each investor's investment mandate, return requirements, sector preferences, and decision-making process.
- Distribute investment opportunities to family offices and RIAs - including investment sales, structured equity, joint ventures, debt, sale-leasebacks, 1031/DST offerings and fund offerings.
- Cross-sell the broader JLL platform including asset management, leasing, property management, valuations and other applicable services to expose family offices and RIAs to JLL's full suite of global capabilities.
- Contribute to the development and implementation of growth strategies for the platform, including identifying new ways to engage and expand investor relationships through events, marketing materials, pitch decks, thought leadership, and targeted outreach campaigns.
- Prospect and develop new investor relationships through referrals, events, targeted campaigns, and cold outreach. Represent JLL Private Wealth at key industry conferences relevant to the family office and RIA community. Travel is required.
- Work closely with JLL's domestic and international capital markets, investment sales, debt & equity placement, and private wealth teams to source deal flow, identify opportunities for investors, and drive collaboration across the platforms.
- Maintain consistent communication with active investors and keep the broader network engaged through regular outreach, market updates, and events.
- Utilize the private wealth CRM system to maintain accurate and up-to-date records of investor activity, preferences, and investment opportunities.
- Report to the Head of Private Wealth, Americas
Experience Required
- Minimum 5 years' experience in real estate capital markets and/or private wealth distribution.
- Demonstrated track record of raising capital from family offices and/or RIAs.
- Working knowledge of commercial real estate.
- Excellent communication skills - written, verbal, and presentation - with the ability to interface with principals and senior decision-makers at family offices and wealth management firms.
- Self-motivated, proactive, and organized. Capable of managing a rolodex of investors along with multiple indirect and direct deal opportunities simultaneously. Ability to effectively manage time and workload.
- Comfortable operating within a small, entrepreneurial team inside a large institutional platform.
- Strong understanding of and commitment to client service.
Licenses & Education
- SIE, Series 7, and Series 63 required (or must obtain upon hire).
- Real estate license required (or must obtain upon hire).
- Bachelor's Degree required, preferably in Real Estate, Finance, Economics, or Business.
- MBA or CFA a plus.
About JLL Private Wealth
Expected compensation for this position
Personalized benefits that support personal well-being and growth
JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits include:
- 401(k) plan with matching company contributions
- Comprehensive Medical, Dental & Vision Care
- Paid parental leave at 100% of salary
- Paid Time Off and Company Holidays
- Early access to earned wages through Daily Pay
At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.
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