Job Postings

Working under the Commercial and Residential Sales and Leasing Broker (Senior Vice President), the Commercial Sales, Leasing, and Property Management Director (Vice President) is responsible for management and oversight of all commercial and sales operations, agents, and employees. This position is also responsible for management and oversight of all commercial property management operations and employees. Active recruiting and development of new agents, as well as new business development, will be key functions of this role.

The Brokerage Leader is a crucial role responsible for leading and growing our Brokerage business unit and managing current offices and future locations within Metro Boston. This role encompasses all aspects of sales, profits, employee and agent relations, and the execution of strategies to double our revenue and margins within three years. The ideal candidate will be an experienced brokerage leader who can create strategic plans, set goals, and effectively deliver our value proposition to agents, driving profitable growth. This position offers a unique opportunity to build and scale a brokerage, providing substantial career and income opportunities.

The mission of the Head of Client Success is to help our existing clients utilize our products to achieve their strategic and tactical objectives. This person will be responsible for nurturing and growing the ongoing relationship between client company and our client base. This position is responsible for client relationships, training, upselling, and customer support. They will report directly to the CEO and be responsible for all systems and processes relating to onboarding, training, upselling, customer support, and account management.

The Senior Vice President is the leader of Region Development & Franchise Sales focusing on driving growth and expansion strategies within our organization. You have the responsibility of managing and leading the teams that support franchisees and growth across the U.S. including overseeing recruiting, retention, and franchise sales. Lead the way in developing overall franchising strategy, while keeping in mind long-term business performance, long-term value for stakeholders, and brand growth.

Company’s Commercial Division is seeking a licensed real estate professional for a leadership position at one of Florida’s foremost, high-volume real estate brokerages.

Candidate must have demonstrated prior experience in Commercial sales and leasing. Ongoing responsibility to recruit, train and motivate high performance Commercial Sales Agents who meet and exceed annual goals.

The Recurring Revenue and Venture Lending group at this company is seeking a highly motivated and experienced professional. In this role, you will evaluate, structure, and manage debt investments in the fast-growing Software and Healthcare IT sectors. You will work closely with management teams, private equity sponsors, venture capital groups, advisory firms, team members, and the executive leadership. Although this is primarily an underwriting/portfolio management role, deal origination experience is not required, but there is significant growth potential within the firm. An interest and ability to originate deals will be viewed favorably.

We're searching for a Director of Lifecycle/CRM Marketing to spearhead our customer engagement and retention efforts through innovative B2C marketing campaigns. This critical role involves using data-driven insights and Salesforce to create personalized customer experiences across various channels, with a focus on retargeting strategies. You'll lead the development and execution of a comprehensive lifecycle marketing strategy, aiming to enhance customer loyalty, reengage lost opportunities, and improve conversions. By collaborating with cross-functional teams and managing external partnerships, you'll ensure a unified customer journey. Your efforts will be geared towards leveraging technology and media to optimize campaign performance, stay ahead of industry trends, and significantly impact our customer engagement and the company's bottom line. If you're passionate about transforming customer relationships and driving growth through strategic marketing, we're looking for you.

Summary:

The Chief Financial Officer (CFO) is responsible for managing and directing the financial activities of the company. The CFO plays a key role in shaping the financial strategy, planning, and decision-making to support the overall goals of the organization.

Essential Duties & Responsibilities

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill and/or ability required. 

• Develop and implement the company's financial strategy in alignment with overall business objectives.
• Provide financial insights and recommendations to support strategic decision-making.
• Conduct financial analysis, forecasting, and planning to guide the organization's financial direction.
• Oversee the preparation and presentation of accurate and timely financial reports for internal and external stakeholders.
• Participate in the ongoing strategic planning process as an integral member of the Executive Leadership Team.
• Oversee long and short-term budgetary planning and cost management in alignment with the strategic plan.
• Ensure the effective internal controls are in place to minimize financial risks and safeguard the assets and financial commitments of the company; and compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting.
• Work with finance team to drive results by providing KPI reports and financial and budget performance analysis, creating tools to help streamline and improve processes, etc.
• Identify and mitigate financial risks, including market volatility and regulatory compliance, to protect the company’s assets; implement strategies to mitigate these risks.
• Evaluate potential acquisitions, partnerships, and investment opportunities, conducting due diligence and financial analysis.
• Oversee and manage financial and operational reporting, accounting operations, payroll, and cash.
• Monitor company vendor relationships; recommend opportunities for cost savings, discounts, etc.
• Optimize cash flow and liquidity to meet operational needs and strategic objectives.
• Manage financial forecasting, budgets and reporting processes of the company with the goal to build a cost efficient company, improve the profitability of the company and ensure adequate cash flow and financial stability to meet the organization's needs.
• Provide counsel to CEO on the financial implications of business activities and recommendations to enhance long and short-term financial performance.

Requirements

• Bachelor's degree in accounting, finance or related field
• MBA and/or CPA required
• Strong process improvement, problem-solving, analytical and financial management skills
• Excellent leadership and communication skills providing the ability to effectively translate the company's vision and strategic direction into results oriented actions.
• Strong understanding of financial management, accounting principles, and financial analysis.
• Excellent organizational skills, strong attention to detail.

Under the supervision of the Holding Company President, manages operations of existing Affiliated Businesses and owns the startup and operations of new Affiliated Businesses. Manages the ongoing operations of each Affiliated Business and develops and implements programs to increase the use of Affiliated Businesses (escrow, mortgage, insurance, title, etc.) by Company sales associates and clients.

Creates a collaborative environment through team-building and through increased comprehension and appreciation for the importance of affiliated businesses to the financial strength of the aggregate companies and to the consumer. Builds alliances between real estate and the affiliated businesses through agent programs and client programs designed to create “customers for life” to ultimately generate repeat business for the agents. Tailors programs to meet unique regional characteristics and priorities, while at the same time, meeting overall corporate goals and objectives.

• Ideally demonstrated management and development of highly educated, intelligent, energetic yet eclectic personalities.
• Self-motivated individual driven to learn and excel.
• Willingness to roll up their sleeves to get the job done very well.
• Someone that welcomes challenges with an innate desire to be the best in the industry at what they do
• Knowing that technology is the key to that success.
• Constant driver to process improvements and being #1
• Demonstrated success in challenging, inspiring, and mentoring their managers.
• Strong organizational skills, natural leadership qualities and good communication
• Knowledgeable with respect to FNMA, FHLMC and GNMA guidelines, including Private Investor PSA’s
• Strong familiarity with Shortage / Surplus, Test of Cash and Over/Under Collateralization
• Experienced in managing Clients and investors (GSE).
• Solid technical skills and ability to multi tasks without compromising quality

We are seeking talented Portfolio Managers across multiple commercial lending channels (Lender Finance, Sponsor Finance, Corporate Banking, Middle Markets, & CRE). Geography: Remote

Role: Primary responsibilities include underwriting, approving, monitoring, and maintaining the credit quality of a loan portfolio. Portfolio Managers maintain working relationships with the customers. Additional responsibilities include:

• Manage a portfolio of commercial accounts – typically 15-40 relationships.
• Maintain working relationships with customers and Agent Banks.
• Prepare Approval Memos, Modifications and Portfolio Reviews (for new approvals, renewals, amendments, etc.).
• Work with the Relationship Manager to discuss appropriate credit structures using in-depth credit analysis and industry and company research while also ensuring compliance with all external and internal policies.
• Collect and track borrower financial
• Set up required reporting and covenant tracking ticklers for new customers.  Ensure loans are properly booked and coded.
• Ensure compliance with applicable federal, state and local laws and regulations.

A full-service brokerage company, with a record sales year of over $4 billion in gross sales volume, is seeking a Director of Sales to lead and develop a successful sales team.

Responsibilities include managing and developing an effective sales team, building relationships with Board of Realtors and agents, generating leads, maintaining relationships with the leadership team, and training, coaching, and holding direct reports accountable. The successful candidate should have excellent communication and team management skills, be able to analyze recruiting trends and gaps, and be a strategic business leader with strong decision-making skills.

Our client is looking for a Development Accountant who has 5 years of accounting experience preferable within the real estate, construction or development industry. The successful candidate will review books monthly for closing by reviewing the Job Cost, General Ledgers and the Financial Statements and prepare and present project reports and cashflows at department meetings.

Reporting to the Chief Broker Officer, the Managing Broker plays a key role in supporting all partner agents through education and support on implementing strategies, goals and objectives to achieve the organizations overall corporate vision but more specifically the Brokerage vision, agent services, transaction management and compliance. The Managing Broker provides leadership to agents, responds to agent questions, and on occasion responds to file review questions from the internal Audit team. The Managing Broker is the first point of contact for agents with general transaction questions, forms questions and general inquiries requiring broker support.