Chrysolite Investment Management Corporation

Tampa, FL • Posted 5 days ago

Remote Contract General

Senior Asset Manager II Business Development Client Relationship Manager

Division: Private Wealth Management (PWM) & Commercial Real Estate (CRE) Investing

Company: Chrysolite Investment Management Corporation (Chrysolite IMC)

Location: Lake Mary, Florida (Hybrid/Remote Opportunities Available) Domestic Opportunities

Job Type: Full-Time

Employment Classification: Exempt

Schedule: Monday Friday 70 Per Week (Occasional Saturdays as Required)

Travel: Up to 30% (local and regional, as needed)

Compensation: Competitive Base Salary + Uncapped Performance Incentives + Annual Bonus + Profit Sharing (where applicable)

About Chrysolite Investment Management Corporation

Chrysolite Investment Management Corporation (Chrysolite IMC) is a private investment management and business consulting firm serving individuals, business owners, entrepreneurs, and investors. Our Private Wealth Management (PWM) and Commercial Real Estate (CRE) Investing Division focuses on helping clients pursue long-term financial objectives through strategic planning, investment management, business development, and real estate investment solutions.

We are seeking an experienced, relationship-focused professional to join our leadership team as a Senior Asset Manager II Business Development Client Relationship Manager.

Position Summary

The Senior Asset Manager II is responsible for managing investment and commercial real estate relationships while driving business development initiatives and delivering an exceptional client experience. This role requires a strategic thinker who can evaluate investment opportunities, strengthen long-term client relationships, collaborate across business units, and contribute to the continued growth of the firm's assets under management and strategic partnerships.

The successful candidate combines consultative relationship management, investment knowledge, business development, and excellent client service while collaborating with internal specialists and maintaining regulatory and company standards.

Chrysolite Investment Management Corporation is seeking a highly motivated and results-driven Private Wealth Portfolio Manager Real Estate, Financial Analysis & Private Wealth Strategy to identify new business opportunities, build strategic relationships, expand market presence, and support revenue growth initiatives. The Sales & Business Development Manager Real Estate, Financial Analysis & Private Wealth Strategy roles will be Assigned geographic territory.

This leadership-oriented role combines outside business development, strategic sales, real estate investment analysis, private wealth strategy consulting support, and CRM management.

The ideal candidate possesses strong prospecting skills, business acumen, relationship-building capabilities, and a passion for helping business owners, investors, executives, and entrepreneurs achieve growth objectives.

Ideal candidates possess strong business acumen, advanced prospecting skills, relationship-building expertise, and a passion for helping clients achieve strategic financial and investment objectives.

The ideal candidate combines analytical expertise, sound business judgment, consultative sales skills, and a client-first approach.

Key Responsibilities

Asset Management

Monitor and evaluate the performance of commercial real estate and investment assets.
Analyze acquisition, disposition, refinancing, and portfolio optimization opportunities.
Prepare investment analyses, financial models, cash-flow projections, and performance reports.
Collaborate with internal and external stakeholders to support asset performance and risk management.
Recommend strategies designed to improve portfolio performance and operational efficiency.
Portfolio Oversight Monitor PWM and CRE investment portfolios, asset allocations, performance trends, and risk exposure.
Client Relationship Management Serve as the primary relationship manager for HNW/UHNW individuals, family offices, and CRE investors.
Business Development Identify, pursue, and secure new wealth management and CRE investment clients.
Investment Strategy Support Assist in developing customized wealth plans and CRE investment strategies.
Market & CRE Analysis Provide insights on market conditions, CRE trends, economic indicators, and investment opportunities.
Investor Reporting Prepare quarterly reports, portfolio reviews, and investment summaries.
Deal Support Support underwriting, due diligence, and investor communications for CRE acquisitions.
Cross Functional Collaboration Work closely with wealth advisors, analysts, CRE acquisition teams, and compliance.
Compliance & Documentation Ensure all client interactions and investment activities meet regulatory standards.
Business Development

Develop and execute business development strategies to expand the firm's client base and strategic partnerships.
Identify and cultivate relationships with investors, business owners, developers, financial professionals, and referral partners.
Conduct consultations, presentations, and networking activities that support long-term business growth.
Maintain an active business development pipeline using CRM tools and established sales processes.
Support marketing initiatives and represent the firm at professional and community events.
Outside Field Prospect Development & Business Development

Face-to-face prospecting onsite appointments with business owners and executives.
Commercial property visits and market development.
Networking and relationship building.
Referral partner development.
Strategic alliance formation.
Outside cold calling and appointment setting.
Business-to-business lead generation.
Community and industry event participation.
Real Estate Financial Analysis & Revenue Strategy

Real estate market research.
Property investment opportunity analysis.
Revenue growth strategy support.
Financial performance reviews.
Market trend analysis.
Investment presentation support.
Strategic planning assistance.
B2B Phone Prospecting

Outbound business development calls.
Appointment scheduling.
Lead qualification.
Prospect nurturing.
Executive meeting coordination.
Follow-up communications.
CRM & Business Database Development

CRM management and reporting.
Pipeline development.
Lead tracking and analytics.
Database building and maintenance.
Sales activity reporting.
Marketing list development.
Primary Additional Responsibilities

Business Development & Sales Leadership

Develop and execute strategic business development initiatives.
Identify and pursue new business opportunities.
Establish relationships with business owners, investors, developers, executives, and decision-makers.
Generate qualified appointments for executive leadership.
Develop referral networks and strategic partnerships.
Represent the company at networking events, trade associations, and industry functions.
Create and implement territory growth strategies.
Assist in expanding the company's market presence.
Real Estate Investment & Financial Analysis

Assist in evaluating commercial and residential real estate opportunities.
Conduct market research and demographic analysis.
Review investment data and revenue projections.
Analyze business and investment growth opportunities.
Support preparation of executive presentations and reports.
Assist with strategic planning initiatives.
Private Wealth Strategy Support

Support executive leadership in identifying wealth-building opportunities for clients.
Assist with client discovery preparation.
Coordinate client meetings and presentations.
Research business growth and investment strategies.
Help prepare educational materials and presentations.
Note: This role supports strategic planning and business development activities and does not provide individualized investment advice unless separately licensed and authorized.

Client Relationship Management

Build and maintain long-term client relationships.
Conduct follow-up meetings and communications.
Identify additional client service opportunities.
Coordinate client onboarding support.
Maintain professional client interactions.
CRM & Database Development

Maintain accurate prospect and client records.
Track business development activities.
Manage sales pipeline reporting.
Create and update business databases.
Generate management reports and dashboards.
Ensure CRM compliance and data integrity.
Client Relationship Management

Serve as a trusted point of contact for clients by providing responsive, professional service.
Conduct client review meetings and discuss investment objectives, portfolio updates, and strategic opportunities.
Coordinate with internal teams to ensure timely execution of client requests and deliverables.
Build lasting relationships through proactive communication and personalized service.

Revenue Growth & Business Development

Lead initiatives to acquire new clients across Private Wealth Management, Commercial Real Estate, and business consulting services.
Expand relationships with high-net-worth individuals, business owners, developers, institutional investors, family offices, and strategic referral partners.
Oversee complex negotiations involving investment opportunities and strategic partnerships.
Drive business expansion through networking, marketing initiatives, referrals, and industry events.
Support cross-functional initiatives that contribute to revenue diversification.

Required Job Readiness Requirements

Requirements completed for the following:

Equipment & Technology

Company-approved own personal laptop computer
Reliable high-speed internet (Wi-Fi)
Dedicated Mobile Phone for work related business only
Carrying Printer/scanner
Quiet, professional home office environment
Microsoft Office (Word, Excel, PowerPoint)
Zoom and Microsoft App installed and operational for Business Conference Meeting/Calls

Qualifications

Required

Bachelor's degree in Business, Finance, Real Estate, Economics, Marketing, or a related field.
Five or more years of experience in one or more of the following:
Asset Management
Commercial Real Estate
Business Development
Private Wealth Management
Investment Management
Financial Services
Relationship Management
Strong financial analysis and business writing skills.
Excellent interpersonal, presentation, and communication abilities.
Proficiency with Microsoft Office and CRM software.
Valid driver's license and reliable transportation.
Preferred

Master's degree (MBA or related graduate degree).
Commercial real estate investment experience.
Experience working with high-net-worth individuals, business owners, family offices, or institutional investors.
Professional licenses or certifications relevant to finance, real estate, or investment management are valued but not required.

Core Competencies

Strategic Business Development
Asset & Portfolio Management
Commercial Real Estate Investing
Financial Statement Analysis
Investment Analysis
Client Relationship Management
Contract Negotiation
Market Research
Financial Modeling
Communication & Presentation
Leadership & Collaboration
Time and Project Management
Professional Ethics and Confidentiality

Performance Expectations

Successful candidates will be expected to:

Build and maintain a strong pipeline of prospective clients and strategic partners.
Achieve established business development and revenue objectives.
Deliver timely, accurate investment analyses and client reporting.
Maintain a high level of client satisfaction through responsive service and relationship management.
Contribute to the growth of the firm's investment platform and long-term client relationships.

Key Performance Indicators (KPIs)

Performance may be measured by:

Business Development

New business opportunities identified
Qualified appointments generated
Strategic partnerships established
Referral relationships developed
Prospect meetings conducted
Sales Activity

Outside field prospecting activity
B2B outreach activity
Pipeline growth
Revenue contribution
Client retention
CRM Management

Database growth
CRM accuracy
Follow-up completion
Activity reporting

Compensation & Benefits

Compensation

Competitive Base Salary
Uncapped commissions
Monthly, quarterly, and annual performance bonuses
Profit-sharing opportunities (where applicable)
Benefits

Medical, Dental, and Vision Insurance
Paid Time Off (PTO)
Paid Holidays
Leadership Development Programs
Professional Training
Career Advancement Opportunities
Mileage Reimbursement
Remote/Hybrid Flexibility
Home Office Support (where applicable)

Why Join Chrysolite IMC?

At Chrysolite Investment Management Corporation, you will work alongside professionals committed to integrity, collaboration, innovation, and long-term client success. We provide an environment where experienced professionals can contribute meaningful expertise, develop lasting client relationships, and grow their careers while helping clients navigate complex financial and commercial real estate opportunities.

If you are a motivated professional with experience in asset management, business development, and client relationship management, we encourage you to apply and become part of our growing team.

How To Apply

Please submit:

Resume
Portfolio should be limited to 2 3 key projects and no more than 20 25 pages
Cover Letter with salary requirements
Contact Information
Send Applications To: