Sales Support Associate - Private Wealth

Job Description

Sales Support Associate - Private Wealth

The Sales Support Associate - Private Wealth is a vital member of Landmark Properties Private Wealth team, responsible for enhancing operational efficiency and enabling our sales team to focus on capital-raising from RIAs and family offices for private real estate investments, LP funds, and Opportunity Zone fund.

The Sales Support Associate partners with the distribution team to deliver exceptional client service, manage administrative tasks, and maintain a clean, sortable CRM database to drive prospect targeting and sales efficiency. The role is designed to allow the sales team to dedicate 100% of their time to high-value selling activities by offloading repetitive tasks and ensuring no opportunities are missed due to disorganization or poor data quality.

Reports to: Managing Director – Private Wealth

Direct Reports: None

Duties/Responsibilities: The duties listed below are an outline of the role’s responsibilities and should not be considered an all-inclusive list.  As the needs of the organization change, these duties may be modified as needed.

• Identify and prioritize hot prospects daily by pulling and synthesizing data from third party platforms, then surface the highest-potential RIAs and family offices to the distribution team through clean, actionable lists and dashboards.
• Support the sales team with administrative and operational tasks including completing Due Diligence Questionnaires (DDQs), coordinating meeting materials, managing follow-up tracking, assisting with fundraising event planning, and handling investor account inquiries to keep the sales team focused on selling.
• Maintain rigorous activity tracking and follow-up systems so no high-potential prospect falls through the cracks; run weekly activity reviews and provide clean summaries to leadership.
• Own CRM data quality and structure for the distribution team — ensuring Account and Contact records are clean, properly tiered (A/B/C), tagged by product interest, and optimized for territory management and prospecting.
• Build and maintain CRM list views, reports, and dashboards that give reps clear daily priorities — who to call, which product they’re interested in, and where they are in the process.
• Organize and segment investor data to maximize the impact of Landmark’s real estate products for the sales team.
• Serve as the bridge between the sales team and internal operations, data analytics, and investment teams to ensure distribution has the information and support needed.
• Assist with meeting materials, pitch decks, and one-pagers for sales meetings and roadshows; coordinate investor information and follow-up to move prospects through the pipeline.
• Develop deep knowledge of Landmark’s real estate investment processes to provide white-glove service to Financial Advisors, supporting their capital allocation decisions.
• Stay current on private real estate strategies, competitor offerings, and market trends to help reps position Landmark effectively against alternatives.
• Collaborate with the Head of Private Wealth on technical integrations (API data flows) and provide market feedback from the field.
• Continuously improve processes, playbooks, and enablement materials to help the sales team operate at the highest level.

Education & Experience

• 4+ years of experience in financial services, sales operations, sales enablement, or a technical support role. Experience supporting a sales team in asset management, private markets, or RIA distribution strongly preferred.
• Bachelor’s degree in Finance, Real Estate, Business, or a related field.
• Familiarity with private real estate, development, DSTs, or alternative investments is a plus.
• Demonstrated experience working with CRMs, data from multiple systems, building reports/dashboards, and supporting quota-carrying sales professionals.
   

Preferred Knowledge, Skills, & Abilities

• Strong hands-on experience with CRMs (data quality, list views, reports, and basic dashboarding).
• Advanced proficiency in Microsoft Excel (pivot tables, data analysis, VLOOKUP/XLOOKUP) and comfort with data from multiple platforms.
• Experience building reports and dashboards is highly valued.
• Self-motivated with a results-oriented mindset and a passion for sales
• Ability to thrive in a fast-paced environment and adapt to changing market conditions
• Strong problem-solving skills with a focus on delivering exceptional customer service
• A collaborative team player who values diverse perspectives and fosters an inclusive environment

Work Environment

• The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
• Travel:

Physical Demands:

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
• The employee may infrequently drive a vehicle (intrastate and interstate travel) or be subject to air travel for purposes of Company business.

The pay range for this position is between $115,000 - $135,000 annually depending on a variety of factors including market factors in the geographical location where the candidate lives.

Landmark Properties is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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Landmark Properties is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.