Dynamic leadership role overseeing operational functions, KPI management, marketing, and sales in high-growth real estate firm.

• Oversee day-to-day operations with clear plans, dates, and budget deadlines
• Develop and implement KPI dashboards for Marketing, Sales, and Operations
• Lead marketing campaigns with strong understanding of lead generation
• Manage or coordinate with third-party marketing firms
• Provide guidance and oversight to sales team
• Streamline onboarding processes and coordinate setup of new investment offerings
• Make independent decisions for day-to-day operational needs
• Present solutions and improvements to Managing Partner

• Strong Operational Management experience in investment firm or marketing agency
• Proven ability to identify, implement, and manage KPIs
• Experience managing a team of 3-5 people in boutique or entrepreneurial environment
• Strong background in marketing and sales management in business-to-consumer setting
• Generalist marketing experience with understanding of direct response, ad platforms, lead generation
• Experience in financial services, private equity, or private real estate
• Experience managing or collaborating closely with sales and marketing teams
• Ability to prioritize, manage projects, and drive execution