WALTER: OPERATIONS MANAGER – PRIVATE EQUITY REAL ESTATE

Key Responsibilities

• Oversee day-to-day operations with clear plans, dates, and budget deadlines.
• Develop and implement KPI dashboards for Marketing, Sales, and Operations.
• Identify and track the most important KPIs and their supporting metrics.
• Ensure accountability across internal teams and external partners.
• Collaborate with fund administration, CPAs, attorneys, and others to ensure compliance and efficiency.
• Lead marketing campaigns (online advertising, direct response, etc.) with a strong understanding of lead generation.
• Manage or coordinate with third-party marketing firms and oversee strategy, copy, and campaign execution.
• Provide guidance and oversight to the sales team to ensure leads are effectively converted.
• Develop sales strategies, set targets, and monitor performance using CRM tools (HubSpot or similar).
• Ensure the best-performing salespeople remain on the team, coach where needed, and make strategic staffing decisions.
• Streamline onboarding processes to reduce manual hours while maintaining compliance.
• Cook up the setup of new investment offerings in the investor portal and CRM.
• Oversee investor communications, including newsletters and updates, ensuring timeliness and clarity.
• Track and manage investor requests, compliance documentation, and day-to-day servicing needs.
• Make independent decisions for day-to-day operational needs (up to a certain budget threshold).
• Seek approval for material changes in strategy, direction, budget, and compliance-heavy decisions.
• Present solutions and improvements to the Managing Partner, aiming to expand autonomy as trust is built.

Requirements

• Strong Operational Management experience, specifically within an investment firm or marketing agency setting.
• Prior experience leading marketing and sales organizations.
• Proven ability to identify, implement, and manage KPIs to drive performance.
• Prior experience managing a team of 3-5 people in a boutique or entrepreneurial environment.
• Prior experience managing internal marketing teams and/or agencies preferred.
• Strong background in marketing and sales management, working in a business-to-consumer setting.
• Experience in financial services, private equity or private real estate, where the company raises and/or manages individual clients capital.
• Leadership & Management Scope: Experience managing or closely collaborating with sales teams and marketing teams.
• Strong understanding of lead generation, lead conversion, and sales processes.
• Ability to prioritize, manage projects, and drive execution.
• High level of organization, detail orientation, and ability to learn quickly.
• Familiarity with HubSpot or similar CRM platforms preferred.
• Strong ability to manage and optimize KPI tracking systems.
• Experience with automation is a plus.
• Ownership mindset – takes full responsibility for outcomes.
• Strategic and hands-on – balances leadership (60%) with execution (40%).
• Thrives in fast-paced, high-pressure environments.
• Able to handle ambiguity, define priorities, and take initiative.
• Comfortable with high autonomy after onboarding.

Benefits

• Competitive salary and performance-based bonuses.
• Potential for increased decision-making authority.
• Opportunity to shape and grow a high-impact role in a rapidly scaling firm.

Success Indicators & Growth

• Short-Term (90 Days): Seamless transition of operational duties, established, clear KPI dashboards and tracking, ownership of marketing/sales leadership with effective campaign planning.
• Long-Term (12 Months): Operations run smoothly across all departments; deadlines and budgets are met, enhanced lead generation and improved sales conversions, reduced manual hours for investor servicing and a more efficient onboarding process, high trust and autonomy; able to make key decisions with minimal oversight.