We are an Equal Opportunity Employer. We maintain a drug-free workplace. Some positions require pre-employment hair analysis drug screening and all positions require criminal background screening, on candidates selected for hire. We also participate in E-VERIFY, a service of DHS and SSA, verifying the identity and employment eligibility of all persons hired to work for the company.

Summary: This position is strategic in nature and primarily responsible for procuring new business and ensuring client engagement and retention. In addition, it will focus on developing and implementing comprehensive programs, initiatives, and strategies that maintain a competitive advantage. Essential Duties and Responsibilities include the following. Other duties may be assigned.

Attain third-party management assignments/management contracts. Maintain and manage ongoing relationships with existing clients by requesting and analyzing client feedback regarding performance and service, addressing and resolving client complaints, concerns and questions. Lead and coordinate initiatives, activities, and strategies for new business/market development by identifying potential clients, cultivating relationships, soliciting business, creating and presenting formal business proposals, and following up to secure the business. Provide input for annual business goals and budgets by projecting management fees and associated expenses and tracking the fees’ timing.

Maintain current knowledge of technology, processes, and standards within the industry by attending internal and external programs, business meetings, conferences, and other events, researching and/or subscribing to the internet or other professional publications, and/or utilizing other appropriate methods to obtain business and professional information. Conduct client engagement to secure new business and retain current clients, including lunches, dinners, and special events, managing annual client gift programs and appreciation events. Identify opportunities for enhancing financial and business performance and areas for improvement, and offer suggestions to improve efficiency and productivity and/or lead improvement initiatives. Transition planning from new business to operations.

Effectively work with all departments in preparation of formal business proposals, including Marketing, IT, Human Resources, Accounting, and Operations. Coordinate and finalize due diligence assignments for new fee business opportunities. Support the operations team on any requests for consulting services. Develop and distribute communication materials, brochures, and promotional literature to future and current clients to provide information about Legacy Partners, proactively announcing future trends and direction and its offerings, services, and benefits.

Assist Top Executives with long-range plans to achieve growth and financial profitability through acquisitions, investments, and development. Adherence to and support of the company mission statement and values. Involvement in local business organizations. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.

The requirements below represent the required knowledge, skill, and/or ability. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education/Experience: Bachelor’s degree in business and minimum of five years related experience or High School Education with some college and ten or more years’ experience with CPM or similar designations demonstrating proven progressive experience in residential real estate. Language Ability: Ability to read and interpret business and accounting documents, safety rules, operating and maintenance instructions, procedure manuals, and management agreements.

Ability to write routine reports and correspondence. Ability to speak effectively with managers and customers or employees of the organization. Strong written and verbal communication skills are a must. Math Ability: Ability to calculate figures and amounts such as Fee calculations – management fees, developer fees, construction management fees, depreciation, proportions, and percentages.

Ability to apply concepts of basic math and algebra. Expertise in budgeting, forecasting, development of monthly, quarterly, and annual reports, performance measurements, acquisition, divestiture proforma, and other accounting analyses as needed. Reasoning Ability: Ability to solve practical problems and deal with various concrete variables in situations where only limited standardization exists. Ability to interpret various instructions furnished in written, oral, diagram, or schedule form.

Travel: This position requires traveling to other markets to identify potential business opportunities, meet with clients, and transition communities. Computer Skills: Strong proven skills in Excel required, including financial modeling, charts and reporting. Strong PowerPoint and other graphics programs are required for support with management presentations. Certificates and Licenses: Current Real Estate license and CPM certificate are a plus.

Supervisory Responsibilities: This job requires the supervision of multiple consultants to ensure quality results in their work. Physical Demands: The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. This job description is not intended to be all-inclusive.

The employee will also perform other reasonably related business duties as assigned by the immediate supervisor and management as required. This job description does not constitute a written or implied contract of employment.


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