Overview The Solution Account Manager (SAM III) is a strategic client advisor who helps real estate investment organizations turn complex asset, portfolio, and investment data into better decisions and measurable business outcomes. In this role, you will partner with asset managers, portfolio managers, investment professionals, analysts, and executive stakeholders to understand how they evaluate performance, manage risk, allocate capital, and communicate results. You will use your real estate investment experience, analytical thinking, and consultative skills to help clients improve portfolio visibility, strengthen data confidence, modernize reporting processes, and incorporate RealPage Asset Investment Management solutions into the way they operate.   This is an opportunity to apply your investment-management expertise beyond a single portfolio. You will work across a diverse group of real estate organizations, gain exposure to different investment strategies and operating...

Job Description: Investment Management Consultant II Serves as a subject matter expert on managed accounts and their processes, focusing on customer experience, retention, and sales in partnership with the client’s Financial Consultant team. This client-facing role handles the most complex managed account sales and service needs, including Annual Plan Reviews, risk mitigation, and representing Advisory Services’ voice to the customer.   The Expertise We’re Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations Minimum of 4 years of previous financial services experience Bachelor’s degree or equivalent experience; Professional designation (CFP) preferred. Deep understanding of managed account industry and Fidelity’s managed offerings. Broad-based knowledge and understanding of general financial planning concepts, including managed solutions. Demonstrated customer service, relationship management, and sales skills....