Brokerage Specialist

About the role

The Brokerage Specialist plays a critical role in supporting the Capital Markets team through the full lifecycle of investment sales transactions. This position is responsible for coordinating strategic marketing initiatives, managing transaction deliverables, and ensuring a seamless experience for both internal and external stakeholders. The ideal candidate brings a blend of professional polish, market awareness, and operational excellence—serving as a key liaison between clients, brokers, and internal teams, while maintaining a detailed understanding of each transaction’s stage and status.

Responsibilities

• Business Development & Marketing Coordination
  • Serve as a direct point of contact in coordinating client deliverables and communications, ensuring materials and messaging are tailored to client needs and expectations.
  • Act as a client liaison throughout the transaction process, maintaining proactive and responsive communication to ensure a high level of client satisfaction.
  • Collaborate with brokers, leadership, and internal teams—including marketing and research—to produce high-quality, data-driven, client-facing deliverables such as Offering Memorandums, presentations, proposals, and other marketing materials.
  • Maintain and proactively manage a pipeline of prospective clients and opportunities, helping to drive relationship-building initiatives and support outreach strategies.
• Transaction & Project Management
  • Track and monitor the full deal cycle, maintaining a comprehensive understanding of transaction status, key milestones, deliverables, and deadlines across multiple assignments.
  • Prepare and manage transaction documentation such as confidentiality agreements, contracts, and closing materials.
  • Oversee the day-to-day flow of transaction activities and timelines, ensuring deliverables are executed efficiently and communicated clearly to all parties.
  • Collaborate closely with financial analysts, marketing, and research teams to package and present financial analyses and underwriting assumptions in a client-ready format.
  • Run market surveys and compile space/building options for client presentations.
• Administrative & Operational Support
  • Support team operations, including travel planning, expense management, and client event coordination as needed.
  • Maintain CRM systems and ensure data accuracy for pipeline reporting and client tracking.
  • Coordinate client meetings, internal planning sessions, and key milestones—including agendas, follow-ups, and action items.

Qualifications

• Bachelor’s degree in Business, Marketing, Real Estate, or related field.
• 4–6 years of experience in commercial real estate, capital markets, or a related business environment.
• Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and InDesign.
• Exceptional written and verbal communication skills.
• Strong organizational, analytical, and project management skills.
• Ability to work independently and collaboratively in a high-pressure, deadline-driven environment.

Benefits

• Health, vision, and dental insurance.
• Flexible spending accounts and health savings accounts.
• Retirement savings plans.
• Life and disability insurance programs.
• Paid and unpaid time away from work.

Pay

$69,700.00 – $82,000.00