Company Overview

Headquartered in Richmond, Virginia, Capital Square is a vertically integrated national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts (DSTs) for Section 1031 exchanges, qualified opportunity zone funds for tax deferral and exclusion, real estate development LLCs, and a real estate investment trust (REIT) with common and preferred stock offerings. The company is also an active developer and manager of build-for-rent and multifamily communities. Since 2012, Capital Square has completed more than $7.8 billion in transaction volume. Capital Square’s eight most recent mixed-used development projects total approximately 2,000 apartment units with a total development cost in excess of $590 million, and Capital Square Living, the firm’s property management division, now manages over 10,000 apartments across multiple states. Capital Square’s related entities provide a range of services – including due diligence, acquisition, loan sourcing, property/asset management and disposition – for a growing number of high-net-worth investors, private equity firms, family offices and institutional investors.  

Recognized by Inc. 5000 as one of the fastest growing companies in the nation for seven consecutive years, and among the Top 100 Inspiring Workplaces of North America, Capital Square raises capital, buildings and expectations. Learn more at CapitalSq.com. 

Summary

As an External Wholesaler at Capital Square, you’ll play a crucial role in expanding our advisor base within a designated geographic area. Your primary duties will include raising equity capital from independent broker-dealer partners and RIA’s under $300M AUM for Capital Square’s offerings. You will be responsible for developing and managing sales leads and relationships, presenting investment opportunities such as REITs, LLCs, Qualified Opportunity Zones, and Delaware statutory trusts (DSTs) for 1031 exchangers. This role requires a strong background in sales, real estate, and securities, as well as proficiency in CRM tools like Salesforce. Reporting directly to the Executive Vice President, Distribution & National Accounts, you will contribute to our growth and success by meeting sales targets and representing Capital Square at industry events. 

Primary Responsibilities

• Identify, develop, grow and maintain relationships with independent broker-dealer advisors and independent planners in the assigned territory 
• Effectively communicate Capital Square’s competitive advantage and open offerings 
• Discuss complex issues and navigate selling opportunities in consultative way, always prepared to propose any one of Capital Square’s several strategies  
• Maintain accurate and up-to-date records in Salesforce, including contacts, pipeline opportunities, and notes 
• Present, attend, and work the room at industry and partner conferences, providing notes and leads back to the appropriate territory wholesaler(s) as needed. 
• Collaboratively work with National Accounts on bottom-up driven prospective independent broker dealers 
• Collaboratively work with Marketing on event and marketing collateral needs  
• Expected to travel at least 15 of every 20 business days – roughly 75% of the time throughout territory 

Knowledge and Skills Requirements

• College education preferred or 5+ years of alternative industry experience 
• FINRA Registration (Series 7 and 63) required 
• Excellent presentation skills  
• Proven success raising equity capital within the independent broker-dealer channel  
• Valid driver’s license and appropriate insurance coverage required 
• Deep knowledge of real estate investments, quickly learn advanced tax topics and market information 
• Proficiency in using CRM systems, specifically Salesforce, and standard office software including PowerPoint, Word, and Excel 
• Strong interpersonal and communication skills, with the ability to present complex information clearly and effectively 
• Ability to work independently and manage multiple priorities in a fast-paced environment 

Work Location

Maintaining residency within assigned territory   

Compensation & Benefits

• Competitive Base Salary with Performance-Based Bonuses and Commissions included
• 100% Employee Paid Healthcare Premiums
• $35/Per Paycheck Cell Phone Reimbursement
• 120 Paid Time Off (PTO) Hours
• 20% Housing Discount
• Professional development opportunities

Equal Opportunity Employer

At Capital Square, we believe in creating a diverse and inclusive workplace that reflects the communities we serve. We are committed to providing equal employment opportunities to all individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.

We celebrate differences, value unique perspectives, and strive to create a culture where everyone feels empowered to contribute their best. If you need assistance or accommodations during the application process, please don’t hesitate to let us know.