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Senior Director, Private Wealth Distribution

JLL Private Wealth  |  Americas

Location: New York, NY

Job Summary

The JLL Private Wealth platform is seeking a Senior Director to join our team who can source, build and grow relationships with single family offices, multi-family offices and registered investment advisors (RIAs). This is an exciting opportunity to join a growing private wealth distribution team within the leading global commercial real estate services platform and ability to leverage access to a global capital markets infrastructure.  This person will be focused on raising capital from the private wealth community and distributing direct and indirect commercial real estate investment opportunities, including investment sales, joint venture and fund offerings. This national role will work closely with the JLL Capital Markets team across all property sectors and business lines including investment banking, global funds advisory, investment sales advisory, strategic transactions, international capital coverage, private wealth and others. This role will work closely with US and global team members.

 

Main Responsibilities

• Originate, cultivate, and manage relationships with single family offices, multi-family offices, and RIAs with allocation appetite for commercial real estate.

• Develop a thorough understanding of each investor’s investment mandate, return requirements, sector preferences, and decision-making process.

• Distribute investment opportunities to family offices and RIAs — including investment sales, structured equity, joint ventures, debt, sale-leasebacks, 1031/DST offerings and fund offerings.

• Cross-sell the broader JLL platform including asset management, leasing, property management, valuations and other applicable services to expose family offices and RIAs to JLL’s full suite of global capabilities.

• Contribute to the development and implementation of growth strategies for the platform, including identifying new ways to engage and expand investor relationships through events, marketing materials, pitch decks, thought leadership, and targeted outreach campaigns.

• Prospect and develop new investor relationships through referrals, events, targeted campaigns, and cold outreach. Represent JLL Private Wealth at key industry conferences relevant to the family office and RIA community. Travel is required.

• Work closely with JLL’s domestic and international capital markets, investment sales, debt & equity placement, and private wealth teams to source deal flow, identify opportunities for investors, and drive collaboration across the platforms.

• Maintain consistent communication with active investors and keep the broader network engaged through regular outreach, market updates, and events.

• Utilize the private wealth CRM system to maintain accurate and up-to-date records of investor activity, preferences, and investment opportunities.

• Report to the Head of Private Wealth, Americas

 

Experience Required

• Minimum 5 years’ experience in real estate capital markets and/or private wealth distribution.

• Demonstrated track record of raising capital from family offices and/or RIAs.

• Working knowledge of commercial real estate.

• Excellent communication skills — written, verbal, and presentation — with the ability to interface with principals and senior decision-makers at family offices and wealth management firms.

• Self-motivated, proactive, and organized. Capable of managing a rolodex of investors along with multiple indirect and direct deal opportunities simultaneously. Ability to effectively manage time and workload.

• Comfortable operating within a small, entrepreneurial team inside a large institutional platform.

• Strong understanding of and commitment to client service.

 

Licenses & Education

• SIE, Series 7, and Series 63 required (or must obtain upon hire).

• Real estate license required (or must obtain upon hire).

• Bachelor’s Degree required, preferably in Real Estate, Finance, Economics, or Business.

• MBA or CFA a plus.

 

About JLL Private Wealth

JLL is a Fortune 500, global commercial real estate firm operating in 80+ countries with over 200 years in the industry. JLL Private Wealth is the firm’s dedicated distribution platform for the private wealth community, connecting family offices and RIAs to institutional-quality direct and indirect real estate investment opportunities. The platform operates within one of the most recognized brands in commercial real estate, with access to JLL’s full global deal flow, research, and capital markets infrastructure.

This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship.

Expected compensation for this position:

225,000.00 – 225,000.00 USD per year

Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations.

Location:

On-site –New York, NY

If this job description resonates with you, we encourage you to apply, even if you don’t meet all the requirements.  We’re interested in getting to know you and what you bring to the table!

Personalized benefits that support personal well-being and growth:

JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits include:

• 401(k) plan with matching company contributions
• Comprehensive Medical, Dental & Vision Care
• Paid parental leave at 100% of salary 
• Paid Time Off and Company Holidays
• Early access to earned wages through Daily Pay

At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing.

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