Investor Advisor Job at RFP Homes (Dallas)

Investor Advisor

RFP Homes is looking for an Investor Advisor to guide real estate investors thro...

Location

United States , Fort Worth

Salary:

70000.00 - 160000.00 USD / Year

RFP Homes

Expiration Date

Until further notice

Requirements

Experience in a general sales, real estate, or client relationship management role
real estate brokerage, property management, or investment property experience a plus
Ownership or strong interest in pursuing ownership of real estate investment properties
Salesforce or comparable CRM software experience (preferred)
Driven and confident with strong desire to succeed and hit high assignment targets
Positive attitude, accountability, and ability to thrive with a commission-oriented compensation structure
Active Texas real estate license (or willingness to obtain one)

Job Responsibility

Convert prospected and inbound leads into live deals and maintain relationship throughout the property acquisition process
maintaining contact with investors by answering questions, providing market insights, and ensuring a quality experience
Convert successful investors (completed assignments) into repeat-business, long-term investment relationships
Daily updating and input in Salesforce CRM, logging all contacts and presented deals, maintaining up-to-date information to assist with management decision-making and inventory allocation
Develop robust understanding of RFP Homes' property inventory, market conditions, and investment strategies to competently and confidently communicate to potential investors and represent the company with professionalism, knowledge and integrity

Fulltime

New

Investor Services Manager

As a world leading provider of integrated solutions for the alternative investme...

Location

United States , Carmel

Salary:

Not provided

Alter Domus

Expiration Date

Until further notice

Requirements

5+ years of relevant professional experience, managing an investor service team and client service delivery
Subject Matter Expert (SME) in various know your client (KYC) and anti-money laundering (AML) topics
Experience conducting client due diligence for client onboardings as well as periodic risk reviews
US and Cayman regulatory and compliance requirements experience
Ability to own, prioritize, and delegate tasks, work on multiple assignments, and ensure tasks are completed in a timely fashion
Expert communication skills required, externally with the client, internally with the teams, and escalating any issues or concerns to management in a timely manner
Team management experience
including hiring, training, and developing team members, and performance reviews
Proficient in Microsoft Office and software applications for data input, storage, and reporting
Management metrics reporting, and proficiency in identifying and instituting process improvements

Job Responsibility

Responsible for leading all aspects of Investor Services day-to-day processing for a key client
Manage, coordinate, and oversee a team of 3 to 5 compliance professionals, fostering a culture of compliance and ethical behavior, while delivering high quality services
Ability to foresee potential issues before they happen and take remedial action to prevent them, institute process improvements as needed
Conduct and review risk assessments to identify and mitigate potential AML/KYC risks associated with clients and transactions
Oversee the customer due diligence (CDD) and enhanced due diligence (EDD) processes, ensuring thorough and accurate documentation
Monitor and analyze transactions for suspicious activity, and escalate findings as necessary in accordance with internal protocols
Address and resolve all investor queries or issues promptly and effectively, including accelerated resolution for key investors where required
Work closely with the AD Compliance team to ensure all appropriate investor documentation is collected and processed in a timely manner, mitigating the risks of errors
Be a main point of contact for the client, their investor solutions team, and their investors
Be involved and lead recurring calls with relevant status updates on all major items

What we offer

Support for professional accreditations
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Fulltime

Vp, Structured Products

The Vice President (VP) of Structured Products is responsible for designing, mar...

Location

United States , West Des Moines; Chicago

Salary:

209091.00 - 388311.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Finance, Economics, Mathematics, or related field
MBA or advanced degree
Experience in capital markets, structured products, derivatives, or defined outcome products
Experience working with institutional or wealth management clients
Broad financial services experience
Expertise in structured product design, derivatives, and capital markets
Strong financial acumen, including pricing, profitability, and risk management
Proven ability to build and manage client relationships
Strong presentation and communication skills
Strong project management and execution capabilities, with the ability to manage complex transactions and multiple stakeholders

Job Responsibility

Design and structure customized structured products
Develop new investment strategies and product structures to meet evolving client needs
Work with trading and quantitative teams to determine pricing, payoff structures, and hedging strategies
Identify and act as a primary liaison with institutional partnerships
negotiate arrangements and growing structured product sales
Partner with sales teams to originate structured product opportunities with financial advisors, institutional investors, wealth management platforms, and other key stakeholders
Present structured product strategies and educate clients on product mechanics, risks, and performance scenarios
Build and maintain relationships with structured product platform providers, Registered Investment Advisors (RIAs), broker-dealers, banks, and institutional investors
Evaluate market, credit, and liquidity risks associated with structured products
Ensure compliance with Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and internal risk management guidelines

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Fulltime

Property Controller

We are seeking a proactive and entrepreneurial Property Controller to join our a...

Location

United States , Miami

Salary:

Not provided

Villatel

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or related field required
CPA or MBA preferred
10+ years of progressive accounting experience
at least 5 years as a Controller in Real Estate Investments, Build to Rent, and/or Hospitality Real Estate
Strong technical knowledge of real estate accounting, construction finance, fund structures, and investor reporting
Advanced proficiency in Microsoft Excel
strong working knowledge of Microsoft Office Suite
Excellent organizational, execution, and time management skills
detail-oriented
Resourceful and adaptable with a proactive, solution-oriented mindset

Job Responsibility

Direct and oversee daily accounting operations
Manage the financial requirements of multiple Build-to-Rent and Short-Term Rental investments
Partner with Asset Management to prepare and review property- and portfolio-level budgets, forecasts, and financial statements
Administer construction and reserve draws, oversee job costing
Ensure accurate accounting and reporting across property and investment structures
Review investment performance
Prepare and manage periodic financial reporting packages at both the lender and investor levels
Coordinate with external CPAs and advisors for tax filings, audits, and investor reporting requirements
Support capital planning, financing activities, and cash flow management
Maintain and enforce internal controls, accounting policies, and procedures

Fulltime

Tableau Analyst

Stanton House is partnering with a fast‑growing, private equity–backed multi‑sit...

Location

United Kingdom , Hertfordshire

Salary:

Not provided

Stanton House

Expiration Date

Until further notice

Requirements

Strong hands‑on Tableau development experience, capable of independently building dashboards, data models and KPI frameworks
Experience working within complex, multi‑site organisations (e.g. retail, hospitality, childcare, healthcare or similar sectors)
Strong data storytelling capability, with the ability to bring insights to life through intuitive and impactful dashboards
Proven experience in operationally complex environments is essential
Comfortable operating in a fast‑paced, high‑expectation environment with tight timelines

Job Responsibility

Design, develop and build high‑quality Tableau dashboards from scratch using defined KPIs and business requirements
Consolidate and structure large data sets, ensuring they are clean, refreshable and suitable for investor‑grade reporting
Translate complex data into clear, actionable insights to inform decision‑making across finance, operations and leadership
Work closely with FP&A, the CFO, CTO and senior leadership to understand reporting needs and prioritise deliverables
Engage with stakeholders across a large multi‑site estate and central teams to gather requirements and ensure dashboard relevance and usability
Iterate rapidly and deliver outputs at pace across multiple workstreams linked to an ongoing exit process
Partner with external advisors to define and develop dashboards
Ensure data consistency, quality and professional presentation suitable for investor and advisor scrutiny

Property Accounting Manager

We are seeking a hands-on, entrepreneurial Accounting Manager to join our dynami...

Location

United States , Miami

Salary:

Not provided

Villatel

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or related field required
CPA or MBA preferred
10+ years of progressive accounting experience
at least 5 years as an Accounting Manager in Real Estate Investments, Build to Rent, and/or Hospitality Real Estate
Strong technical knowledge of real estate accounting, construction finance, fund structures, and investor reporting
Advanced proficiency in Microsoft Excel (financial modeling, cashflows, projections, waterfalls)
strong working knowledge of Microsoft Office Suite
Excellent organizational, execution, and time management skills
detail-oriented with the ability to manage multiple priorities
Resourceful and adaptable with a proactive, solution-oriented mindset

Job Responsibility

Direct and oversee daily accounting operations, including accounts payable, accounts receivable, bank reconciliations, journal entries, trial balance preparation, and accurate, timely financial reporting
Manage the financial requirements of multiple Build-to-Rent and Short-Term Rental investments, ensuring proper accounting for revenues, expenses, and capital projects
Partner with Asset Management to prepare and review property- and portfolio-level budgets, forecasts, and financial statements
analyze operating results, variances, and key performance metrics
Administer construction and reserve draws, oversee job costing, and perform analysis necessary to support property- and investment-level financial reporting
Ensure accurate accounting and reporting across property and investment structures, including complex multi-tier entities and joint ventures
Review investment performance, including incentive fee calculations, acquisition and disposition fees, and promote/waterfall structures
Prepare and manage periodic financial reporting packages at both the lender and investor levels, ensuring accuracy, compliance, and timeliness
Coordinate with external CPAs and advisors for tax filings, audits, and investor reporting requirements (including K-1s), including preparation of work papers and audit support documentation
Support capital planning, financing activities, and cash flow management to ensure adequate liquidity for operations, debt service, and capital expenditures

Fulltime

Director and Legal Counsel, Bank Lending

At Schwab, you’re empowered to make an impact on your career. Here, innovative t...

Location

United States , Westlake

Salary:

136900.00 - 280000.00 USD / Year

Charles Schwab

Expiration Date

June 01, 2026

Requirements

J.D. or Master of Laws from an accredited law school and state bar admission in good standing. (Texas, AZ, NY, NV, CA, IL preferred)
At least 5+ years of transactional legal experience with either a U.S. law firm and/or in-house legal department with a focus on bank lending transactions and related matters
Will strongly consider a savvy, flexible bank lending attorney with experience handling a variety of deal types, including secured or unsecured lending, mortgages, securities based lending and troubled debt/loss mitigation
Knowledge of applicable banking laws, including the CRA and related law and guidance
Strong organizational, interpersonal and communication skills (verbal and written) with the ability to collaborate with all levels of staff including senior management
Excellent written and oral communications skills
Proven ability to establish foundations for influence, building credibility and open, trusting relationships
Team player with a strong focus on collaboration
Demonstrated ability to work in a fast-paced environment, respond to shifting requirements and business obstacles, and achieve practical solutions
Strong analytical skills and demonstrated judgment to evaluate risks, costs, and benefits

Job Responsibility

Work closely with cross-functional business partners, as part of a dynamic legal team, in support of Schwab’s lending initiatives to Affluent Clients, High Net Worth Individuals and Ultra High Net Worth Individuals, including its Pledged Asset Line of Credit, mortgage products, advisor loans, margin lending, unsecured lending, franchise loans and new loan products
Provide legal support to Schwab’s Investor Services and Advisor Services businesses
Provide advice and guidance on the laws and regulations impacting secured and unsecured loan origination, maintenance, servicing, loss mitigation and new product development
Knowledge of the following laws and regulations: Uniform Commercial Code (UCC) Articles 8 and 9
Unfair, Deceptive or Abusive Acts or Practices (UDAAP) principles
Federal Trade Commission Act
Truth in Lending Act Director, Bank Lending Counsel Classification: Schwab Internal (TILA/Reg Z)
Fair Credit Reporting Act (FCRA/Reg. V)
Fair Debt Collection Practices Act (FDCPA)
Equal Credit Opportunity Act (ECOA/Reg. B)

What we offer

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Bonus or incentive opportunities

Fulltime

Director of Accounting

Our client, a growing, dynamic real estate private equity firm, is seeking a str...

Location

United States , New York

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or a related field
4+ years of experience, ideally with a public/private and Real Estate background
CPA designation preferred
Advanced proficiency with Yardi and strong Excel skills

Job Responsibility

Lead all fund and management company accounting operations, including monthly, quarterly, and annual close processes and financial reporting
Oversee transaction-related activities such as acquisitions, dispositions, refinancing, and financial onboarding/offboarding of assets
Manage cash flow, including reconciliations, liquidity forecasting, invoice processing, and coordination of capital calls and distributions
Prepare and deliver comprehensive reporting packages for internal stakeholders, investors, and lenders, including performance data and compliance materials
Act as the primary liaison for external parties, including fund administrators, auditors, tax advisors, and investors
oversee audits and tax filings (including K-1s)
Drive budgeting, forecasting, and process improvements while partnering with asset management on operational, leasing, and portfolio-level initiatives

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Select Country

Investor Advisor

RFP Homes

Location:
United States , Dallas

Category:
Real Estate

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 11, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Investor Advisor

Investor Advisor

Investor Services Manager

Vp, Structured Products

Property Controller

Tableau Analyst

Property Accounting Manager

Director and Legal Counsel, Bank Lending

Director of Accounting

Our AI answers in your language

Investor Advisor

RFP Homes

Location:United States , Dallas

Category:Real Estate

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:December 11, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

Similar Jobs for Investor Advisor

Investor Advisor

Investor Services Manager

Vp, Structured Products

Property Controller

Tableau Analyst

Property Accounting Manager

Director and Legal Counsel, Bank Lending

Director of Accounting

Location:
United States , Dallas

Category:
Real Estate

Contract Type:
Not provided

Job Posted:
December 11, 2025