Real Estate Advisory Vice President

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The PMRIA Vice President delivers real estate investment advisory and asset management services to family office, ultra-high-net-worth, and institutional clients across the investment life cycle, including portfolio strategy, investment underwriting and due diligence, acquisitions and dispositions, and ongoing asset oversight. The role also supports PMRIA’s cross-functional relationship with Plante Moran, working closely with other Plante Moran client service teams to deliver integrated client solutions across the firm.

Your Role

• Work with clients to define long-term objectives and develop real estate portfolio and investment strategies, including asset positioning, benchmarking, financial analysis, capital markets, and debt procurement

• Source, underwrite, negotiate, and execute acquisitions, dispositions, 1031 exchanges, and refinancings, including due diligence

• Develop and execute asset-level business plans, including budgets, leasing strategy, capital plans, and hold/sell analysis; oversee property managers, leasing agents, and other third-party providers, while monitoring relevant KPIs, debt covenants, and lease expirations

• Independently synthesize information into investment memoranda, cash flow models, sensitivity analyses, and periodic performance reporting that identify issues and support clear conclusions

• Serve as day-to-day client lead and primary point of contact with lenders, brokers, legal counsel, investment managers, and other third-party service providers to identify and/or resolve issues

• Manage engagements end to end, including coordination, scheduling, and delivery within budget and time constraints while maintaining a high level of client satisfaction

• Participate in client meetings and site visits while interacting with top-level management to acquire and assess important information for financial analysis

• Prepare and deliver internal and external presentations that succinctly identify issues and present solutions

• Engage clients on their business plans, strategy, and industry trends and risks to identify how we can assist

• Build trusted relationships with client decision-makers and their advisors (e.g., CPAs, attorneys, bankers) to expand relationships and facilitate referrals

• Identify and coordinate cross-serving opportunities; demonstrate knowledge of firm services relevant to the client

• Take responsibility for growing firm profits by identifying new opportunities and increasing the profitability of ongoing work in individual business area

• Conduct practice activities in a manner that is consistent with and promotes Plante Moran values

Education and Qualifications:

• Bachelor’s degree in Business Administration, Real Estate Development, Finance or related field is required
• Minimum 7 years of real estate investment, asset management, or transaction experience
• Experience with complex financial modeling using advanced Excel-based formulas and/or ARGUS Enterprise
• Experience creating high-quality client presentations in PowerPoint
• Experience using LLMs and other artificial intelligence tools (e.g., CoPilot, Claude, ChatGPT)
• Prior responsibility for business development, account development, and client retention

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week.

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What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.  At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.   

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. 

Plante Moran maintains a drug-free workplace. 

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.    
 

The specific statements above are not intended to be all-inclusive.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $140,000.00 - 160,000.00

This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.