About Us:

Realized Holdings ("Realized") provides investment property wealth-management solutions.  We help our clients manage their real estate wealth like other assets in an investment portfolio.  Our platform helps investors  transition from active landlord to passive investor to meet their individual financial and lifestyle goals.  By utilizing unique investment strategies and Tax Optimized Real Estate™solutions, Realized aims to maximize after-tax risk-adjusted returns specific to an investor's situation, objectives and risk tolerance.  In a sense, we are financial consultants for an investor’s real estate portfolio.

This is a great opportunity to join a well-capitalized growth stage company. Senior Management has founded or co-founded several previous companies with successful exits.  Fresh off our Series A funding, Realized is poised for rapid growth by developing a first-of-its-kind technology that is reinventing how individuals invest in Tax Optimized Real Estate™ You will join a close, passionate and energetic team.  Realized is located in downtown Austin and offers a highly collaborative, entrepreneurial environment where new ideas and approaches are encouraged. We promise you; it won't be boring! 
 

Summary

The Marketing Channel Manager will be responsible for designing, developing, and executing a dynamic marketing strategy and program targeted at external Partners and Advisors.  This strategy enables the Realized business development teams to connect meaningfully and successfully with channel partners and prospects.

Essential Functions

• Own the development of large cross-channel strategic marketing initiatives to support the business development organization and their strategy

• Spearhead campaign concepts, key deliverables, promotion plan, and analytics 

• Lead internal and external promotion of Advisor channel strategy initiatives

• Serve as a dedicated marketing consultant and resource for the business development organization 

• Work closely with the heads of business development and marketing for knowledge of the Advisor channel strategy and plans

• Keep an eye out for creative opportunities across channel initiatives including the event channel for all Realized initiatives

• Work with the integrated marketing team on execution

• Identify new and emerging marketing tools, services, and software to innovate and further the Advisor channel strategy

• Stay abreast of channel/advisor industry developments and marketplace opportunities/challenges to inform strategy and contribute to benchmarking

• Measure and continually seek to enhance the effectiveness of our sales and marketing strategy

• Develop collateral and programs targeted to channel partners and their clients

• Lead all corporate wide events, including online, client events and trade shows and support other segments events needs

Required Education and Experience

• A Bachelor’s Degree in Communications, Marketing, Journalism or related field

• A minimum of 5 years in financial services working for a BD, RIA, Mutual Fund, platform or similar experience

Preferred Education and Experience

• 10 years of sales and marketing experience, working in Financial Services

• MBA degree

• Experience working at a startup

Additional Qualifications

• Sound judgement and an ability to quickly establish confidence and build influence with leadership and employees

• Strong organizational skills, including collaborating with and across teams to achieve the best results

• Adept at juggling numerous projects and managing multiple stakeholders while meeting deadlines and maintaining attention to detail

• Proactive with proven track record of implementing multichannel communications strategies

• Ability to analyze metrics and present information in a meaningful way

• Excellent written and verbal communication skills

Our Interview Process

Realized pride's itself on a strong, collaborative and transparent culture which means every team member we bring into the fold goes through a rigorous interview process. Here's what you can expect

• Phone Call: After reviewing your application, you'll have a 20 minute call with our HR Team to explore what you're looking for in a job lines up with what we're able to offer
• Behavioral and Cognitive assessment: This 25 minute assessment is designed to allow us to quickly get to know you and to see if your talents are a good fit for the position.
• In Person Interview #1: This is a 90 minute interview with the hiring manager to review the assessment results and take a deeper dive into your resume
• In Person Interview #2 : This is a second 90 minute interview with the hiring manager 
• Group & CEO Interviews: You will have a short conversation with our CEO along with a 60 minute meeting with peers you'll be working with
• References: We'll contact the professional references you provide
• Offer & Expectations: An offer will be made and your new manager will meet with you to review the expectations of the role to ensure you're set up for success.