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Job Description Position: Sr. Compliance Analyst Reports to: Chief Compliance Officer (CCO) Department: Compliance (Securities) Location: 1512 El Camino Real, San Diego, CA 92130 Classification: Full-Exempt, Exempt Summary / Job Objective: The Sr. Compliance Analyst supports a Registered Investment Adviser (RIA) and Broker-Dealer by leading the review and approval of marketing and advertising materials to ensure compliance with SEC, FINRA, and applicable insurance regulations. This role partners with advisors and marketing teams to enable compliant growth across wealth management and insurance platforms and is responsible for building and managing the firm’s marketing compliance function. Primary Responsibilities: · Lead and manage the marketing compliance review program across advisory, brokerage, and insurance communications. · Build, train, and manage a marketing compliance team as the business grows. · Oversee review and approval of marketing materials, including websites, social media, presentations, emails, and insurance sales content. · Ensure compliance with the SEC Marketing Rule, FINRA Rule 2210, and state insurance advertising standards. · Review testimonials, endorsements, performance, hypothetical performance, and insurance marketing materials. · Serve as a compliance resource to advisors and marketing teams. · Maintain advertising review workflows and records. · Support regulatory exams and remediation related to marketing communications. Qualifications: · Bachelor’s degree in Finance, Business, Marketing, Compliance, Insurance, or related field. · 3+ years of experience in marketing/advertising compliance within an RIA, Broker-Dealer, insurance agency, or dual registrant. · Experience reviewing advisory, brokerage, and insurance marketing materials (annuities, life, LTC, etc.). Core Competencies: · Working knowledge of SEC Marketing Rule and FINRA Rule 2210. · Strong written and verbal communication skills. · Experience with Red Oak and/or ComplySci is a plus. Compensation & Benefits: Compensation (based on experience) • Annual salary: $85,000 to $95,000; exempt, • Annual performance bonus target: 10% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 11512 El Camino Real, San Diego, CA 92130; this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Who We Are: Founded in 1975, CONAM Management operates in 10 states, across 26 key metropolitan markets, supporting over 60,000 apartment units of both affordable and conventional housing. Our growing team of over 1,700 associates is dedicated to maintaining and enhancing the quality of life for our residents. At CONAM, we foster a collaborative, team-oriented culture where our associates thrive and are valued for their expertise and commitment. What We Are Looking For: The Real Estate Acquisitions & Capital Raising Intern will support CONAM’s efforts across real estate acquisitions, investor relations, and capital formation. This role is designed to provide exposure to the evaluation of multifamily investment opportunities, market research, underwriting support, and investor-facing materials. The intern will work closely with members of the acquisitions and capital raising teams, gain insight into the real estate investment process, and contribute to the execution of strategic initiatives across the platform. This is a part-time position | 24 hours a week. This position is not benefit eligible. Pay range: $20.00 per hour. You will be working in our San Diego Corporate office. Key Responsibilities: Acquisitions Support • Assist with underwriting and evaluation of potential real estate acquisition opportunities., • Evaluate rent rolls and operating statements to prepare data for underwriting models and investment analysis., • Support the preparation and updating of acquisition models, deal summaries, and investment committee materials., • Conduct research on rental comps, sales comps, competitive properties, and submarket fundamentals to support investment decision-making., • Help organize and maintain transaction-related materials, including due diligence files, broker offering materials, and internal tracking reports., • Assist in the preparation and updating of investor presentation materials, fundraising decks, and firm overview materials., • Support research on prospective investors, consultants, RIAs, family offices, and other capital sources., • Help maintain investor outreach lists, meeting notes, and follow-up trackers., • Assist with compilation of fundraising materials, due diligence requests, and data room organization., • Communicate professionally and respond to internal requests in a timely manner., • Work collaboratively with team members across acquisitions, asset management, investor relations, and other departments. Who You Are: (Requirements of the Position) • Current student enrolled in a degree-seeking undergraduate or graduate program, or recent graduate, with an interest in real estate, finance, business, economics, or a related field., • Strong interest in real estate acquisitions, capital markets, investor relations, and investment management., • Proficient in Microsoft Office, particularly Excel, PowerPoint, and Word., • Basic financial modeling and analytical skills preferred., • Demonstrates initiative by proactively identifying priorities, asking insightful questions, and quickly learning new concepts to drive tasks through to successful completion., • Effectively manages multiple priorities by organizing workflows, schedules, and resources to ensure efficiency, timeliness, and high-quality outcomes., • Maintains a high level of accuracy by thoroughly reviewing work, identifying inconsistencies, and ensuring all tasks meet established standards., • Ability to interpret data, conduct comprehensive research, and synthesize complex information into clear, actionable insights to support decision-making., • Works effectively with individuals at all levels of an organization, fostering strong relationships through clear communication, teamwork, and a professional approach. Why You'll Love Working Here: CONAM Management Corporation is more than just a job — it’s a career where you can grow and be recognized for your expertise in Property Management. For Benefit eligible positions we offer a competitive pay, comprehensive benefits package, that make working at CONAM even more rewarding. Our benefits include: • Medical, dental, vision insurance, • Pet insurance, • Life insurance and identity theft protection, • Paid sick and vacation time, • 401(k) plan with company match, • Flexible Spending Accounts (FSAs), • Employee Assistance Program (EAP) Additional Information: • This position is contingent upon passing a background check, employment verification, drug screening and valid driver’s license and auto insurance., • CONAM will consider qualified applicants with criminal histories in a manner consistent with the requirement of the law. Pay Bands: Pay bands are established based on geographic location, internal equity, market conditions, and candidate qualifications. We provide competitive compensation based on experience and qualifications.

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine. EQ2hSTnD6N

A leading insurance brokerage company is seeking a talented underwriter to drive revenue growth through new business development.

Proven track record as a commercial mortgage broker or capital markets professional. With a strong emphasis on entrepreneurship, innovation, and relationship-driven results, the firm is built to help both clients and brokers scale efficiently and succeed in competitive markets. Commercial Mortgage B

Job Description About Us: Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets, and facility management. We are proud to be one of the most award-winning companies in the country, having been named the #1 Best Place to Work in the Nation by Fortune magazine, #2 Top Company Culture in the Nation by Entrepreneur, and the #1 Best Place to Work by local business journals in many of our office locations. For more information on Hughes Marino's dynamic culture, please visit our Hughes Marino blog, Instagram, Facebook, and Twitter. The Role: Whether you are considering a brokerage career in commercial real estate or are already deeply entrenched in the field, Hughes Marino has the tools, training, and infrastructure to supercharge your productivity and effectiveness. We are searching for extremely talented individuals to be valued members of our San Diego office. In this position, you will be a part of a world class team of seasoned industry experts that will help take your career to the next level. Our goal for all brokers is to master every aspect of being a high-performance corporate real estate advisor, including procuring their own clients and leading the advisory and execution portions of specific transactions, as well as managing relationships with portfolio clients who we represent on a national or global basis. Hughes Marino has an incredible training program for brokers of all levels, typically resulting in experienced advisors realizing a three times increase in their revenue within a few years of joining our team, with immediate results within the first 12 months, and newer brokers being able to achieve much earlier success in their careers. We provide all of our brokers with unprecedented levels of operations and subject matter area expert support from internal teams consisting of attorneys, financial analysts, construction experts, furniture consultants, and many other niche areas of specialization. Brokers receive their own private office within a beautiful office environment. Desired Skills and Expertise: • A California Department of Real Estate broker's or salesperson's license required to be in process or already obtained., • Commercial real estate experience is strongly preferred., • Bachelor's degree required., • We are looking for candidates with excellent interpersonal skills as well as extremely high levels of work ethic, determination, and motivation., • Candidates must have a warm personality and the ability to work well in a team environment. We respect your privacy and will always keep your identity 100% confidential. Job Posted by ApplicantPro

Job DescriptionBenefits: • 401(k), • Competitive salary, • Health insurance This position plays an important role in ensuring the accuracy of loan accounting records, commission payments, and operational financial reporting. Key Responsibilities Accounting & Data Entry • Perform high-volume data entry of financial transactions into the accounting system., • Record loan funding transactions, lender payments, borrower fees, and operational expenses., • Maintain accurate records for loan closings, commissions, and operational costs., • Assist with journal entries, account coding, and general ledger updates.Reconciliations, • Reconcile bank accounts, escrow accounts, and warehouse line activity., • Review loan funding reports and reconcile to accounting records., • Identify and resolve discrepancies in financial records.Loan Accounting Support, • Enter and verify loan funding data and lender payments., • Track loan fees, broker compensation, and lender credits., • Maintain accurate records related to loan pipelines, closings, and commissions.Reporting & Documentation, • Assist with preparation of monthly financial reports and reconciliations., • Maintain organized digital records for accounting documentation., • Support accounting team with audit preparation and regulatory reporting when needed.Administrative Accounting Support, • Process invoices, expense reports, and vendor payments., • Maintain internal financial spreadsheets and reporting tools., • Collaborate with operations and processing teams to ensure financial accuracy.Qualifications, • Bachelors degree in Accounting, Finance, or Business preferred, • 3-5 years of accounting, bookkeeping, or financial data entry experience., • Experience in mortgage, lending, or financial services industry preferred, • Experience with accounting software such as QuickBooks Desktop, or similar systems., • Strong proficiency in Microsoft Excel., • Ability to manage large volumes of financial data with accuracy., • Exceptional attention to detail and accuracy, • Strong organizational and time management skills, • Ability to work independently and meet deadlines, • Strong analytical and problem-solving skillsPreferred Experience, • Experience with mortgage loan accounting, • Knowledge of loan funding, commissions, and lender payments, • Familiarity with LOS systems such as MeridianLink Mortgage, Encompass or similar platforms

Job DescriptionResidential Real Estate Broker Build & Grow With Us We’re looking for a licensed, residential Real Estate Broker to support our growth. This 1099 leadership opportunity is ideal for a broker who enjoys recruiting agents, mentoring, and staying active in production. What You’ll Do • Support agent success and day-to-day business growth, • Review contracts, listings, and brokerage documents, • Ensure compliance and continuing education standards, • Handle escalated agent and transaction issues, • Actively sell real estate (Highly encouraged!)Compensation, • Base pay + performance-based incentives, • Recruiting bonusesWhy Join?, • Major growth opportunity, • Be on the ground floor of a scaling brokerage

Job DescriptionWhy Choose This Role? • Top-ranked insurance and risk management firm based in San Diego., • Recognized repeatedly as a "Best Place to Work" both locally and nationally., • Deeply values culture, community involvement, personal growth, and employee wellbeing., • Stable, growing company with tremendous opportunity for career advancement, • Independently manage a book of employee benefits clients, • Develop marketing strategies with Risk Advisors and Senior Client Managers, • Handle new business and renewal lifecycle end-to-end, • Market accounts to carriers and negotiate coverage, pricing, and terms, • Prepare proposals, presentations, spreadsheets, and submissions, • Manage BOR (Broker of Record) letters and client setup in EPIC, • Conduct client onboarding and relationship-building, • Lead open enrollment meetings, • Process enrollments, terminations, and eligibility updates, • Audit enrollments 45 days post-effective date, • Terminate prior coverage within 15 days of new policy start, • Maintain strong relationships with clients and insurance carriers, • Proactively engage clients at least 4 times per year, • Handle:, • Claims inquiries, • Billing discrepancies, • Delinquent premiums, • COBRA administration questions, • Ensure accurate data management in AMS (EPIC), • Respond to all inquiries within 24 hours, • Escalate urgent issues to Risk AdvisorsExperience You Will Need, • Bachelor’s Degree, • California Life & Health License, • 5+ years in Employee Benefits / Group Benefits, • Experience managing client accounts independently, • Strong experience with:, • Renewals & new business marketing, • Carrier negotiations, • Open enrollment execution, • Experience with Agency Management Systems (EPIC preferred)Must-Have:, • Employee Benefits (Health & Welfare), • Client account management (independent ownership), • Renewals + New Business lifecycle, • Carrier marketing & negotiation, • Open enrollment experience, • California Life & Health License, • AMS experience (preferably EPIC), • Strong Excel, PowerPoint, OutlookNice-to-Have:, • COBRA administration exposure, • Experience handling claims & billing issues, • Advanced proposal development skills, • Experience working with Risk Advisors, • Strong presentation & client-facing communication

Job Description Farmers Insurance and JC Bravo Insurance Agency LLC in Old Town San Diego Are you an experienced and highly motivated insurance professional looking to take your career to the next level? Farmers Insurance and JC Bravo Insurance Agency LLC in historic Old Town San Diego is seeking driven and energetic individuals with experience in Property and Casualty insurance sales in either Personal lines or Commercial lines or both. Experience with life insurance sales a definite plus. Who we are: We are an award winning and thriving agency with a strong track record, and we're ready to grow our team. We represent dozens of major insurance carriers both in the admitted and non-admitted markets. We specialize in homeowners and auto insurance, and all commercial insurance products including workers comp, BOPs, commercial auto, and excess liability, etc. Our target industries are contractors, restaurants/bars, retail, habitational, civic organizations, commercial property and more. What We Offer: • Base salary + commission, • Broker fee splits, • Quarterly and annual bonuses, • Performance-based incentives (including trips, concerts, and more), • Paid holidays, • Paid vacation, • Car Insurance allowance, • Earnings of $95,000+ (with base + commission + bonuses + broker fees) We challenge you to meet your full potential and will support you with the tools, environment, and incentives to thrive. Apply today and become a part of a team that rewards your hard work and celebrates your success. If you're passionate about providing top-tier client experiences and excited about performance-based rewards, we want to hear from you. Benefits Hourly Base Salary + Commission + Bonus Opportunities Hands on Training Evenings Off Mon-Fri Schedule Career Growth Opportunities Life Insurance Flexible Schedule Retirement Plan Paid Time Off (PTO) Health Insurance Responsibilities Responsibilities: • Develop and maintain client relationships through proactive communication, needs assessments, and follow-up, • Sell Property & Casualty insurance policies to individuals and businesses based on their unique needs, • Provide expert guidance on insurance coverage options and explain policy terms clearly to clients, • Generate new business leads through networking, referrals, outbound calls, and community engagement, • Meet or exceed sales goals set by the agency, including premium targets and client acquisition metrics, • Process policy applications and endorsements accurately and efficiently, • Ensure compliance with all industry regulations and company policies, • Stay informed on industry trends, product offerings, and underwriting guidelines, • Cross-sell additional lines of insurance and offer tailored coverage recommendations Qualifications: • Active Property & Casualty (P&C) license required, • Life & Health license a plus, • Bilingual candidates strongly encouraged to apply, • Proven track record in insurance sales is required

Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. Acting as a representative for either our contract or brokerage carriers, you will be responsible for soliciting, underwriting, marketing, and ultimately securing c

Job Description Senior Sales Consultant – Senior Sales Consultant -West Region About TouchCare TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save individuals time and money. Committed to providing a healthier understanding of healthcare, TouchCare makes navigating healthcare more convenient and stress-free for its users. Our Sales team play a critical role in expanding TouchCare's impact and that's where you come in. Who You Are TouchCare is seeking experienced Senior Sales Consultants to join our team and help us accelerate our rapid growth plans. This is a great opportunity for someone looking to be part of the growing healthcare industry and influence an early-stage company that is experiencing significant growth. As a key member of our team, the Senior Sales Consultant will have a strong background and understanding of the healthcare system and employee benefits. The candidate will have extensive experience working with health insurance brokers and possess a strong broker network. To excel in this role you will need outstanding consultative sales, interpersonal and networking skills. This role encourages entrepreneurialism as you open and build out new markets and territories. They are comfortable working in an evolving and fast-paced environment. What You'll Do • Develop and manage a territory of health insurance brokers, • Work with insurance brokers to identify potential large prospect referrals, • Sell healthcare concierge and advocacy services to prospects, • Partner with brokers to team sell enterprise prospects, • Deliver worldclass sales demos and presentations in a virtual sales environment, • Facilitate and manage sales presentations with C-level decision makers, • Be a subject matter expert on healthcare advocacy and concierge services, • Clearly articulate the TouchCare value proposition and differentiators, • Provide prospects with demonstrable examples of our worldclass service model, • Address and resolve sales objections from brokers and prospects, • Execute a highly efficient and effective sales process with brokers and prospects, • Achieve annual broker development objectives, sales quotas, and pricing targets, • Understand and keep up to date with industry and competitive landscape knowledge, • Partner with Client Success to ensure every client relationship gets off to a great start, • Remain focused on top of the funnel lead development activities while closing business, • Leverage SalesForce and email marketing software to support lead generation Experience You'll Bring • 7 years of sales experience in the healthcare, health insurance or health tech industries, • Successful track record of hitting and exceeding sales quotas (i.e. President's club), • Consultative sales experience selling through a third-party distribution channel, • Deep understanding of the health insurance broker distribution channel, • Have a large existing health insurance broker network, • Experience selling healthcare advocacy or concierge services to enterprise prospects, • A builder mindset for growing and maintaining a large network, • Highly skilled at presenting and team selling in a virtual environment, • Experience selling large ticket/expensive items in SAAS or recurring revenue model, • Classically trained sales professional that leverages a sales process, • Persuasive communicator with the ability to simplify complex topics, • Value and utilize data to drive activities and decision making, • Willingness to roll up your sleeves and get your hands dirty, • Experienced user of SalesForce and other CRMs, • Proficiency in Microsoft Office and Google, • Professional Growth: Gain exposure to diverse accounting functions and portfolio company, • management., • Collaborative Environment: Work closely with a supportive team that values your contribution., • Base salary $130,000- $150,000 based on experience, plus uncapped commissions, sales kickers, and bonus., • Travel: There will be travel associated with this role to support field-based sales efforts and client meetings.

Job Description Position Title: Senior Commercial Real Estate Manager Reports To: COO FLSA Status: Exempt, Full-Time Summary: Performs client relationship management and provides real estate advice, lease renewal negotiations, construction management, and hourly billing of special projects for work that exceeds management contract scope. Interfaces with and supervises Real Estate Managers and Property Assistants in their day-to-day management of properties to ensure deadlines and commitments are met; and reviews budgets, monthly reports, and other data prior to client submittal. Essential Duties and Responsibilities OPERATIONS: • Ultimately responsible for the successful management and operation of the portfolio., • Ensure a smooth transition for all new management contracts on your portfolio., • Assist in pricing and pitching new management accounts for your portfolio., • Oversee amendments to management contracts on their portfolio., • Responsible for knowing, understanding, and implementing the terms and requirements of each management contract (and the underlying job cost) under their supervision., • Oversight of day-to-day operations, vendors, and maintenance of an assigned portfolio of properties., • Lease renewal negotiations and documentation preparation., • Client communication is required to ensure a high satisfaction level., • Build and maintains client relationships, including sales presentations and client relationship management roles., • Review and approves hourly time allocations for the team and ensure the portfolio meets the budget., • Ensure team members are functioning efficiently and performing duties as required. Address performance issues (good or bad) in a timely manner., • Perform timely reviews on team members., • Provide guidance, mentoring, and training to team members., • Meet quarterly with Principal(s) to present portfolio achievements and future goals., • Oversee contracted vendors and property staff to ensure they are meeting the terms of the contract and scope of work on behalf of the client., • Proactively conduct periodic property inspections and carry out all appropriate actions, including but not limited to, taking necessary steps to ensure all spaces such as vacancies and common areas are always tour ready., • Work with Project Manager on oversight of property and tenant construction projects. Ensure contracted projects adhere to building rules, regulations, and specifications. Oversee all Capital and Major Repair projects. In the absence of a Project Manager, will be required to oversee the capital projects and tenant construction., • Develop and maintain positive relationships with tenant and vendor contacts., • Develop written communications to tenants for lease compliance and rent collection. Be familiar with all pertinent property information for assigned buildings including leases, management agreements, associations, and listing agreements., • Ensure maintenance requests are completed to the tenant’s (or client’s) satisfaction., • Ensure customer moves are coordinated by the management team., • Ensure the team’s deadlines are met, i.e. budget, reporting, CAM, etc, • Oversee tenant insurance compliance and assist when necessary., • Ensure MJ procedures are followed by team members., • Respond to property after-hour calls and emergencies, 24 hours per day, 7 days per week. If unavailable to respond, make prior arrangements to have calls responded to by another team member., • Bill all SP/CMF/LC for properties., • Review of annual operating and capital budgets as prepared by Real Estate Managers in accordance to the budget guidelines. Work with clients for final approval., • Review and approve tenant operating expense estimates and reconciliations as prepared by Real Estate Manager and Accounting. Work with clients for final approval., • Ensure the portfolio’s budget and projects are met and property goals are obtained. Ensure all projects are completed on time and within budget., • Review required financial reports, including accruals, re-classes, management narrative, budget variance, and other reports as prepared by the Real Estate Manager and Accounting and as required by the client., • Review and approve invoices daily to allow for efficient weekly check runs for each property., • Weekly updates of the commission sheet., • Ensure all rent and miscellaneous charges are collected timely., • Exhibit the highest degree of professionalism in all aspects when interfacing with tenants, clients, and service providers. Display integrity, loyalty, confidentiality, and professionalism always with co-workers and clients as well as adhere to the company's highest standards of ethics and dress code., • Complete all deliverables for VP/Principal’s review as required., • Directly supervise 1 or more employees, with the oversight of additional lower-level subordinates. The actual number of employees can fluctuate at the company’s discretion., • Assist with mentoring Property team members • Minimum of ten (10) years of Commercial Real Estate Management experience - (RESIDENTIAL EXP DOES NOT APPLY)., • California Real Estate License (salesperson or Broker) in good standing., • College degree preferred., • Project Management experience a plus., • RPA and/or CPM designation or coursework and candidacy preferred., • Excellent interpersonal skills and the ability to supervise 1 or more employees., • A problem-solving mindset and ability to troubleshoot., • Excellent customer service and communication skills. Computer Skills: To perform this job successfully, an individual should have knowledge of Yardi or similar accounting/management programs; Outlook, Word Processing software; Spreadsheet software; and Internet software. Physical Demands: The physical demands described here represent those that must be met by an employee to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for up to 90% of the time; and extend hands and arms in any direction. Company DescriptionMeissner Commercial Real Estate Services is an outstanding company specializing in real estate management. Based in San Diego, we are known for surpassing expectations and offering proactive, personalized services to clients across California. Our team of professionals excels in the commercial real estate sector and is always committed to achieving success. We are currently looking for exceptional candidates who thrive in a fast-paced setting and recognize the importance of supporting commercial properties. If you join us, you will be part of an exhilarating journey with a dynamic team that is dedicated to providing excellent service to our clients.Meissner Commercial Real Estate Services is an outstanding company specializing in real estate management. Based in San Diego, we are known for surpassing expectations and offering proactive, personalized services to clients across California. Our team of professionals excels in the commercial real estate sector and is always committed to achieving success. We are currently looking for exceptional candidates who thrive in a fast-paced setting and recognize the importance of supporting commercial properties. If you join us, you will be part of an exhilarating journey with a dynamic team that is dedicated to providing excellent service to our clients.

Job Description Position Title: Senior Portfolio Manager FLSA Status: Exempt, Full-Time Summary: Performs client relationship management and provides real estate advice, lease renewal negotiations, construction management, and hourly billing of special projects for work that exceeds management contract scope. Interfaces with and supervises Real Estate Managers and Property Assistants in their day-to-day management of properties to ensure deadlines and commitments are met; and reviews budgets, monthly reports, and other data prior to client submittal. Essential Duties and Responsibilities OPERATIONS: • Ultimately responsible for the successful management and operation of the portfolio., • Ensure a smooth transition for all new management contracts on your portfolio., • Assist in pricing and pitching new management accounts for your portfolio., • Oversee amendments to management contracts on their portfolio., • Responsible for knowing, understanding, and implementing the terms and requirements of each management contract (and the underlying job cost) under their supervision., • Oversight of day-to-day operations, vendors, and maintenance of an assigned portfolio of properties., • Lease renewal negotiations and documentation preparation., • Client communication is required to ensure a high satisfaction level., • Build and maintains client relationships, including sales presentations and client relationship management roles., • Review and approves hourly time allocations for the team and ensure the portfolio meets the budget., • Ensure team members are functioning efficiently and performing duties as required. Address performance issues (good or bad) in a timely manner., • Perform timely reviews on team members., • Provide guidance, mentoring, and training to team members., • Meet quarterly with Principal(s) to present portfolio achievements and future goals., • Oversee contracted vendors and property staff to ensure they are meeting the terms of the contract and scope of work on behalf of the client., • Proactively conduct periodic property inspections and carry out all appropriate actions, including but not limited to, taking necessary steps to ensure all spaces such as vacancies and common areas are always tour ready., • Work with Project Manager on oversight of property and tenant construction projects. Ensure contracted projects adhere to building rules, regulations, and specifications. Oversee all Capital and Major Repair projects. In the absence of a Project Manager, will be required to oversee the capital projects and tenant construction., • Develop and maintain positive relationships with tenant and vendor contacts., • Develop written communications to tenants for lease compliance and rent collection. Be familiar with all pertinent property information for assigned buildings including leases, management agreements, associations, and listing agreements., • Ensure maintenance requests are completed to the tenant’s (or client’s) satisfaction., • Ensure customer moves are coordinated by the management team., • Ensure the team’s deadlines are met, i.e. budget, reporting, CAM, etc, • Oversee tenant insurance compliance and assist when necessary., • Ensure MJ procedures are followed by team members., • Respond to property after-hour calls and emergencies, 24 hours per day, 7 days per week. If unavailable to respond, make prior arrangements to have calls responded to by another team member., • Bill all SP/CMF/LC for properties., • Review of annual operating and capital budgets as prepared by Real Estate Managers in accordance to the budget guidelines. Work with clients for final approval., • Review and approve tenant operating expense estimates and reconciliations as prepared by Real Estate Manager and Accounting. Work with clients for final approval., • Ensure the portfolio’s budget and projects are met and property goals are obtained. Ensure all projects are completed on time and within budget., • Review required financial reports, including accruals, re-classes, management narrative, budget variance, and other reports as prepared by the Real Estate Manager and Accounting and as required by the client., • Review and approve invoices daily to allow for efficient weekly check runs for each property., • Weekly updates of the commission sheet., • Ensure all rent and miscellaneous charges are collected timely., • Exhibit the highest degree of professionalism in all aspects when interfacing with tenants, clients, and service providers. Display integrity, loyalty, confidentiality, and professionalism always with co-workers and clients as well as adhere to the company's highest standards of ethics and dress code., • Complete all deliverables for VP/Principal’s review as required., • Directly supervise 1 or more employees, with the oversight of additional lower-level subordinates. The actual number of employees can fluctuate at the company’s discretion., • Assist with mentoring Property team members • Minimum of ten (10) years of Commercial Real Estate Management experience - (RESIDENTIAL EXP DOES NOT APPLY)., • California Real Estate License (salesperson or Broker) in good standing., • College degree preferred., • Project Management experience a plus., • RPA and/or CPM designation or coursework and candidacy preferred., • Excellent interpersonal skills and the ability to supervise 1 or more employees., • A problem-solving mindset and ability to troubleshoot., • Excellent customer service and communication skills. Computer Skills: To perform this job successfully, an individual should have knowledge of Yardi or similar accounting/management programs; Outlook, Word Processing software; Spreadsheet software; and Internet software. Physical Demands: The physical demands described here represent those that must be met by an employee to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for up to 90% of the time; and extend hands and arms in any direction. Company DescriptionMeissner Commercial Real Estate Services is an outstanding company specializing in real estate management. Based in San Diego, we are known for surpassing expectations and offering proactive, personalized services to clients across California. Our team of professionals excels in the commercial real estate sector and is always committed to achieving success. We are currently looking for exceptional candidates who thrive in a fast-paced setting and recognize the importance of supporting commercial properties. If you join us, you will be part of an exhilarating journey with a dynamic team that is dedicated to providing excellent service to our clients.Meissner Commercial Real Estate Services is an outstanding company specializing in real estate management. Based in San Diego, we are known for surpassing expectations and offering proactive, personalized services to clients across California. Our team of professionals excels in the commercial real estate sector and is always committed to achieving success. We are currently looking for exceptional candidates who thrive in a fast-paced setting and recognize the importance of supporting commercial properties. If you join us, you will be part of an exhilarating journey with a dynamic team that is dedicated to providing excellent service to our clients.

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