Managing Director - Client PM (Forum Exchange)

Posting Duration : This posting will be close d December 10 th , 2025 and will only be extended if we need to see more candidates to fill the position.

Position Summary :

The Managing Director - Client PM of Forum Exchange will be the primary liaison to help support, educate and close capital into Forum's various 1031 offerings. The position will function as a product expert and firm wide authority on all aspects of the 1031, DST and potential 721 UPREIT process. In addition to supporting the sales effort across Forum's existing distribution channels, the position will take a partnership approach to establishing new potential sources of capital through IBD's, Wirehouse's and High-Net-Worth communities. The role demands a well-rounded sales associate that has a history of raising capital across various environments and can act as a player coach where needed. Attention to detail and follow-through are a must.

Essential Functions :

Skills, Qualifications, Additional Responsibilities

Education & Technical Skills

Bachelor's degree in Finance, Real Estate or related field or equivalent work experience required, MBA, CFA, CAIA a plus.

FINRA Series 7 and 65 / 66 and / or 63 licenses required.

8+ years demonstrated experience in capital raise, specifically within financial intermediaries.

Experience with Hubspot, Dakota, RIA database preferred.

Advanced Proficiency in Microsoft Suite : Word, PowerPoint, Excel.

Supervisory Responsibilities : Not at this time.

Key Attributes for Success

Achievement Focus : Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.

Business Acumen : Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.

Judgement : Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.

Strategic Thinking : Adapts strategy to changing conditions; analyzes market and competition; develops strategies to achieve organizational goals; identifies external threats and opportunities; understands organization's strengths & weaknesses.

Leadership : Exhibits confidence in self and others; inspires respect and trust; motivates others to perform well; reacts well under pressure; shows courage to take action.

Change Management : Builds commitment and overcomes resistance; communicates change effectively; develops workable implementation plans; monitors transition and evaluates results; and prepares and supports those affected by change.

Planning & Organization : Integrates changes smoothly; plans for additional resources; prioritizes and plans work activities; sets goals and objectives; uses time efficiently; and works in an organized manner.

Business Ethics : Inspires the trust of others; keeps commitments; treats people with respect; upholds organizational values; works with integrity and ethically.

Adaptability : Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.

Innovation : Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.

Collaboration : Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.

Accountable : Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.

Initiative : Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.

Respectful : Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to "get it right"; displays loyalty even when tough to do so.

In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum Core Values :

Physical Demands :

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this job include close vision. Travel is required.

The work environment characteristics described here 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.

Compensation Information :

Base salary range is $175,000-$250,000. This range is estimated for this role; actual pay may be different.

Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program / awards, gift matching program.

How to Apply

If you are interested in this role, please contact Jobs@ForumIG.com.