SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, investment advisory, property management, development, and specialty lending. Backed by a multi-generation family office legacy, SimpleCITI offers differentiated real estate and private investment solutions to institutional and private wealth investors.
Our operating companies include:
SimpleCITI is seeking a results-driven Director of RIA & Family Office Distribution to support and expand distribution of SEC RIA-advised real estate and specialty finance investment products. This role is responsible for developing and managing relationships across the RIA, family office, and private wealth channels, driving product approvals, capital inflows, and long-term advisor partnerships.
This is a hybrid role, combining in-office collaboration with client-facing travel, meetings, and industry events.
Advisor & Relationship Development: Develop and maintain strong relationships with Registered Investment Advisors (RIAs), family offices, and select institutional-adjacent investors.
Product Distribution & AUM Growth: Execute distribution strategies to drive product adoption and asset growth across SimpleCITI’s investment offerings.
Product Presentation & Education: Present investment products through in-person and virtual meetings, webinars, conferences, and industry events.
Market Intelligence & Opportunity Identification: Monitor advisor demand, competitive offerings, and industry trends to identify new distribution opportunities.
Primary External Point of Contact: Serve as the primary relationship manager for external advisors, providing ongoing support, follow-up, and communication.
Internal Coordination & Alignment: Collaborate with internal investment, operations, marketing, and compliance teams to ensure alignment between distribution efforts and operational capabilities.
Sales & Marketing Support: Assist in the development of sales materials, product decks, and advisor-facing communications tailored to specific client needs.
Compliance Partnership: Coordinate closely with the compliance team to ensure all sales and marketing activities adhere to regulatory requirements.
Field Feedback & Strategic Input: Provide structured feedback from advisor interactions to support product refinement and strategic planning.
Requirements
Qualifications:
SimpleCiti Holdings is a dynamic and innovative holding company dedicated to revolutionizing the real estate industry. Based on the principle of simplicity and efficiency, SimpleCiti embodies the vision of creating streamlined and effective solutions across various sectors within the real estate domain. Our mission is to make complex processes simple and accessible, driving value and growth through our diverse portfolio of businesses.Our Brands: SimpleSPACES: Specializing in multi tenant industrial properties, SimpleSPACES offers flexible leasing solutions for industrial warehouses, ensuring tenants have adaptable and efficient spaces for their operations. SimpleBricks: Focused on development, SimpleBricks is committed to creating high-quality, sustainable real estate projects. Our team leverages innovative construction techniques to deliver exceptional properties that meet the evolving needs of our clients. SimpleAdvisory: As an SEC Registered Investment Advisor (RIA), SimpleAdvisory provides expert financial guidance and personalized investment strategies. We help our clients navigate the complexities of real estate investments with confidence and clarity. SimpleEquity: A private equity firm with a keen focus on equity investments, SimpleEquity partners with investors to identify and capitalize on lucrative opportunities in the real estate market. Our strategic approach ensures robust returns and long-term growth. SimpleMANAGE: This division manages our extensive portfolio of properties with a focus on efficiency, tenant satisfaction, and operational excellence. We provide comprehensive property management services that optimize asset performance and enhance tenant experiences. Our Vision:SimpleCiti Holdings strives to be a leader in the real estate industry by embracing simplicity, innovation, and excellence. We aim to create a seamless and enriching experience for our clients, tenants, and partners, fostering growth and success through our integrated approach.Our Values: Simplicity: We believe in making complex processes simple and straightforward. Innovation: We embrace cutting-edge technologies and innovative solutions to stay ahead in the market. Excellence: We are committed to delivering the highest standards of quality and service in everything we do. Integrity: We conduct our business with honesty, transparency, and a strong sense of ethics. Collaboration: We value teamwork and partnership, working together to achieve shared goals. At SimpleCiti Holdings, we are redefining the real estate landscape, one simple solution at a time.
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