Evergen Equity Jobs in Usa

Terra, the award winning, Miami-based real estate development company carefully chooses projects that have a positive impact on their surroundings and, by extension, on the people who live there. When planning a new development, Terra takes a dynamic role with the city and neighborhood to activate its potential as a community, maximizing the way in which people are able to live and work; creating new and innovative ways for the urban & suburban landscape to evolve. The firm has cultivated a portfolio of more than five million square feet of residential and commercial real estate valued in excess of $8 billion and is active across all major real estate asset classes, including multifamily apartments, luxury condominium and single-family residences, retail and office space, hotels, and industrial properties. Terra has achieved international acclaim for its commitment to design excellence, resiliency measures, and sustainable development and has been continuously transforming South Florida into the prosperous metropolis we know today.

The Equity Capital Markets (ECM) Associate will support the firm’s equity capital markets and business development efforts by organizing equity processes, managing investor relationships, and formalizing materials used in capital raises. The position is highly execution-oriented and sits at the intersection of investor outreach, internal coordination, and transaction readiness. This role will play a key part in reducing time to market and ensuring equity opportunities are presented in a professional, consistent, and data-driven manner.

General Responsibilities

Equity Sourcing & Relationship Management

• Create, maintain, and continuously refine targeted equity investor lists aligned with specific deal profiles, sectors, and capital requirements
• Lead and support equity-side introductions, helping to establish new investor relationships and expand the firm’s equity network
• Organize and manage broker and intermediary relationships, ensuring clear communication, accountability, and alignment with deal objectives
• Coordinate and participate in weekly internal calls focused on current equity needs, investor feedback, pipeline status, and next steps

Business Development & Process Coordination

• Support equity-focused business development initiatives by tracking outreach, responses, and follow-ups with investors and brokers
• Act as a central point of coordination between internal teams, brokers, and external equity partners
• Ensure equity efforts are systematic, repeatable, and well-documented to support scalability

Marketing Materials & Presentation Formalization

• Lead the formalization and organization of company equity presentation materials, ensuring consistent branding, messaging, and structure
• Assist in the creation, updating, and refinement of equity deal books, investor decks, and related materials
• Ensure all materials are accurate, current, and aligned with the firm’s investment narrative and deal strategy

Data Room Management & Deal Readiness

• Organize, structure, and maintain equity data rooms to support investor diligence
• Coordinate with internal teams to collect, review, and upload required documentation
• Ensure data rooms are investor-ready, clearly labeled, and easy to navigate
• Proactively identify gaps in documentation that could delay investor review or closing timelines

Efficiency & Time-to-Market Optimization

• Streamline equity processes to reduce time to market for new opportunities
• Improve internal workflows related to investor outreach, materials preparation, and diligence
• Track key milestones and deadlines to keep equity raises moving efficiently

Qualifications

• 3–5 years of experience in real estate, wealth management, investor relations, capital markets, or a related field
• Strong understanding of equity capital raising processes and investor relations
• Highly organized with exceptional attention to detail
• Strong written and verbal communication skills
• Ability to manage multiple projects simultaneously in a fast-paced environment
• Proficiency with CRM systems, data room platforms, and presentation software (PowerPoint, Excel, etc.)
• Self-starter with a process-driven mindset and a strong sense of ownership

As a team member at Terra, you’ll enjoy:

• Career advancement and bonus opportunities
• Comprehensive benefits package, including health, vision, dental insurance, and FSA (Flexible Spending Account)
• Employer-paid life and disability insurance
• Employer matching 401k
• Employee team building events
• Company paid monthly lunches
• Paid Time Off and paid Holidays

DIRECTOR OF PRIVATE EQUITY

Company Description:

Sage Investco is a retail real estate company based in Newport Beach, California. Our mission is to collaborate with select groups of retailers, restaurants, and gas station operators to find, develop, and build new sites for their operations throughout the Western United States with a focus on California.

Role Description:

Sage Investco is seeking a Director of Private Equity for our team, with the role located in Newport Beach, CA. This is a full-time, hybrid role, with flexibility for remote work when needed.

The Director of Private Equity will lead the EQUITY INVESTMENTS raising efforts for syndication into the Company’s numerous Real Estate Projects.

The ideal candidate will be an experienced, well connected professional in the realm of Commercial Real Estate, WITH EXISTING INVESTORS: High Net Worth Individuals, Family Offices, and Accredited investors.

Familiarity with Qualified Opportunity Zone (QOZ), Qualified Opportunity Funds (QOF), Delaware Statutory Trusts (DST), Private Investment funds and/or Private REITS is a big plus.

Qualifications:

Local to Southern California preferred.

Able to prepare and modify Offering Memorandums and Proforma analysis

Bachelor's degree or higher in Finance, Business, Economics, Real Estate or related field.

Minimum 8 years of progressive experience within private equity or Real Estate investment with a demonstrated track record of success.

Strong analytical skills and ability to develop detailed financial models and projections of investment opportunities.

Ability to create Offering Memorandums, Pro-forma, and review Legal documents along with the company’s attorneys.

Strong communication, problem solving, and interpersonal skills.

Ability to be proactive, independently manage multiple projects and prioritize under tight deadlines.

**Initial role will be commission-based; upon demonstrated ability to bring investors and successfully close the first deal, opportunity to transition into a salaried Director of Equity position.

Title: Senior Associate, Private Equity

Several investment professional opportunities at the Senior Associate level for NY based Middle Market and Lower Middle Market Private Equity and Growth Equity firms. Sector focus across industries, with spikes in Healthcare, Technology, Business Services, and Consumer.

Firm names are confidential. Detailed job description will be provided to individuals who meet the following criteria:

• Minimum 4 years professional experience, with at least 2 in relevant PE or Growth Equity investing roles (ideally 2 in investment banking, and 2 in PE or growth).
• Currently based in or able to relocate to New York area
• Sector experience across healthcare, technology, business services and/or consumer

About the Opportunity

KiwiLabs Pickleball is looking for a Co-Founder / Operating Partner to help lead the next phase of growth for a rapidly emerging pickleball brand.

KiwiLabs was founded in Michigan and has spent the past two years developing premium pickleball paddles using advanced carbon fiber technology. Our mission is simple: create the best paddles at every price point so more people can play more pickleball.

We currently have multiple tournament-approved paddles on the market, an established e-commerce presence, and a growing community of players and ambassadors. The brand has strong momentum and product innovation, and we’re now looking for the right person to help scale the business.

This role is ideal for someone who wants the opportunity to help build and operate a brand in the fastest-growing sport in America.

About the Role

We are looking for an entrepreneurial operator who can take ownership of the day-to-day growth and operations of the company.

This role is structured as an equity-based partnership, with the opportunity to earn meaningful ownership in the business while helping scale KiwiLabs nationally.

You will work directly with the founder to grow the brand, expand sales channels, and build a passionate pickleball community.

Responsibilities

• Lead day-to-day operations of the KiwiLabs brand

• Manage and grow the Shopify e-commerce store

• Execute marketing campaigns and product launches

• Develop ambassador and influencer partnerships

• Build relationships with pickleball clubs, retailers, and tournaments

• Coordinate inventory planning and product releases

• Help scale sales across direct-to-consumer and retail channels

• Work with the founder on long-term strategy and brand growth

What We’re Looking For

The ideal candidate is:

• Entrepreneurial and self-motivated

• Passionate about pickleball or racquet sports

• Experienced in e-commerce, marketing, or brand building

• Comfortable wearing many hats in a growing company

• Excited by the opportunity to build something meaningful from the ground up

Experience in any of the following is a plus:

• Shopify / e-commerce operations

• Digital marketing and paid ads

• Influencer or ambassador programs

• Sporting goods or consumer product brands

• Content creation or social media growth

Compensation

This role is structured as an equity partnership, allowing the right person to earn meaningful ownership in the company as they help grow the brand.

Equity structure and vesting will be discussed with qualified candidates.

Location

Remote friendly.

Michigan-based candidates are a plus but not required.

About KiwiLabs Pickleball

KiwiLabs Pickleball is an emerging paddle brand based in Grand Rapids, Michigan — home to one of the largest pickleball communities in the United States.

Over the past two years, KiwiLabs has focused on developing high-performance paddles using advanced carbon fiber technologies and modern construction techniques. The company currently has six paddles approved on the USA Pickleball equipment list, with products designed to serve players across multiple skill levels and play styles.

In 2026, KiwiLabs introduced a brand new paddle built using a full foam construction, leveraging new materials and manufacturing technology to deliver a unique combination of feel, power, and control. This approach represents a new direction in paddle design and positions KiwiLabs as a brand focused on innovation and pushing the boundaries of paddle technology.

• As the sport continues to grow rapidly across the United States, KiwiLabs aims to build a brand that blends product innovation, strong community connection, and accessible performance for everyday players.

Open date: February 17, 2026

Most recent review date: Wednesday, Mar 4, 2026 at 11:59pm (Pacific Time)

Applications received after this date will be reviewed by the search committee if the position has not yet been filled.

Final date: Wednesday, Feb 17, 2027 at 11:59pm (Pacific Time)

Applications will continue to be accepted until this date, but those received after the review date will only be considered if the position has not yet been filled.

The Berkeley School of Education (BSE) at the University of California, Berkeley is generating an applicant pool of qualified part-time, non-tenure track Lecturers to teach in the Leaders for Equity and Democracy (LEAD) Program. Screening of applicants begins immediately and continues as needed.

We are seeking outstanding part-time lecturers who can teach or co-teach courses in LEAD, which offers an education doctorate to practicing school leaders who aspire for system leadership positions.

In addition to teaching responsibilities, duties include holding office hours, assigning grades, advising students, preparing course materials, and collaborating with program leadership, instructors, and supervisors.

School:

Program: lead

PhD or EdD, or equivalent international degree.

Five years of professional experience in education.

The successful candidate will have a minimum of five years professional experience in public education settings.

• Curriculum Vitae - Your most recently updated C.V.

  
  

• Cover Letter

  
  

• Teaching Statement - Please discuss prior teaching experience, teaching approach, and future teaching interests. This can include, for example, specific efforts, accomplishments, and future plans to support the success of all students through inclusive curriculum, classroom environment, and pedagogy.

  
  

• 3 required (contact information only)

Reference names are collected but may not be contacted depending on the size of the recruitment pool and needs of the review committee. If references are requested, they will be requested for all applicants who are still under consideration at that time.

Help contact:

UC Berkeley is committed to diversity, equity, inclusion, and belonging in our public mission of research, teaching, and service, consistent with UC Regents Policy 4400 and University of California Academic Personnel policy (APM 210 1-d). These values are embedded in our Principles of Community, which reflect our passion for critical inquiry, debate, discovery and innovation, and our deep commitment to contributing to a better world. Every member of the UC Berkeley community has a role in sustaining a safe, caring and humane environment in which these values can thrive.

The University of California, Berkeley is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, or protected veteran status.

For more information, please refer to the University of California's Affirmative Action and Nondiscrimination in Employment Policy and the University of California's Anti-Discrimination Policy.

In searches when letters of reference are required all letters will be treated as confidential per University of California policy and California state law. Please refer potential referees, including when letters are provided via a third party (i.e., dossier service or career center), to the UC Berkeley statement of confidentiality prior to submitting their letter.

As a University employee, you will be required to comply with all applicable University policies and/or collective bargaining agreements, as may be amended from time to time. Federal, state, or local government directives may impose additional requirements.

Unless stated otherwise, unambiguously, in the position description, this position does not include sponsorship of a new consular H-1B visa petition that would require payment of the $100,000 supplemental fee.

As a condition of employment, the finalist will be required to disclose if they are subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct.

• 
  
• "Misconduct" means any violation of the policies or laws governing conduct at the applicant's previous place of employment, including, but not limited to, violations of policies or laws prohibiting sexual harassment, sexual assault, or other forms of harassment or discrimination, as defined by the employer.
  
• UC Sexual Violence and Sexual Harassment Policy
  
• UC Anti-Discrimination Policy
  
• APM - 035: Affirmative Action and Nondiscrimination in Employment
  

Securian Financial is seeking an experienced, collaborative, and highly detail-oriented Senior Paralegal to join our Investments Legal team. This role supports a growing platform focused on private placement bonds and private equity / alternative investments.

This position serves as a key liaison among internal partners, external counsel, portfolio managers, and business counterparties. The ideal candidate brings deep transactional experience, strong commercial judgment, and a high level of ownership in managing all stages of sophisticated investment transactions from closing through payoff.

Ideal Work Style

• Collaborative and team-oriented
• Self-directed and highly motivated
• Intellectually curious and solutions-focused
• Comfortable managing multiple complex transactions under tight deadlines with minimal oversight

Key Responsibilities

• Serve as a trusted legal partner to senior-level portfolio managers by clearly analyzing and explaining legal and operational considerations in a practical, business-oriented manner.
• Independently manage all aspects oftransaction closings and fundings, including:
  • Preparing purchaser information
  • Completing complex subscription agreements for multiple investor types
  • Facilitating and managing KYC diligence
  • Coordinating execution and funding logistics
• Analyze sophisticated legal documents (e.g., note purchase agreements, indentures, limited partnership agreements, amendments, waivers) and summarize relevant key terms, identify issues, and drive resolution.
• Draft and negotiate a wide range of legal documents, including:
  • Confidentiality agreements
  • Purchase and sale agreements governing secondary trades of private placements
  • Bond powers and certificates
  • Side letters with fund general partners
• Proactively collaborate with internal and external stakeholders, anticipate needs, and continuously re-prioritize work in a fast-paced, transaction-driven environment.
• Stay current on industry trends, regulatory developments, and legal best practices; proactively identify risks and recommend process improvements.
• Demonstrate a strong "one-team" mindset by mentoring colleagues, supporting cross-training efforts, and contributing to special projects and temporary assignments as needed.

Qualifications

Required

• Paralegal certification with 5+ years of investments transactional experience, gained in a law firm and/or in-house environment at a registered investment adviser, insurance company, or similar financial institution.
• Subject matter expertise in private placement bond transactions, particularly physically-certificated Section 4(a)(2) offerings, and/or private equity or alternative investments.
• Strong working knowledge of:
  • NAIC requirements and risk-based capital considerations
  • Federal and state securities and investment laws and regulations (e.g., Securities Act, Investment Advisers Act)
  • General corporate law principles, applied in a practical, business-focused manner
• Exceptional written and verbal communication skills, with the ability to project professionalism and independently negotiate and resolve complex issues.
• Advanced organizational skills and the ability to manage multiple high-priority transactions simultaneously.
• Proficiency in Microsoft Office and strong aptitude for learning new technology platforms and document management systems.

Preferred

• Experience with:
  • NAIC ratings processes
  • Cross-border tax implications and related filings
  • Foreign currency swapped private placements
  • Secondary trades
  • Regulation U and Sections 13/16 reporting requirements
    
• Experience with AI-enabled tools and/or financial and legal platforms such as Clearwater, Snowflake, Privatei, HotDocs, or similar automation solutions.

The estimated base pay range for this job is:

Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.

Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:

Paid time off:

• We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.

• Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.

• Holidays: Securian provides nine company paid holidays.

Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.

Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.

Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.

Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:

• Mental Wellness and Disability

• Pride at Securian Financial

• Securian Young Professionals Network

• Securian Multicultural Network

• Securian Women and Allies Network

• Servicemember Associate Resource Group

For more information regarding Securian's benefits, please review our Benefits page.

This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.

Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).

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Location: Dallas

A highly regarded, strategically focused, mid-sized global law firm (700 lawyers) is actively seeking established Private M&A and Private Equity partners to support targeted growth in Dallas and New York.

The firm operates at the intersection of financial services, private capital, and investment management, and is executing a disciplined five-year growth plan centered on expanding its strongest practices in its existing offices.

This is not a merger-driven growth story. The firm is intentionally scaling from a position of strength and profitability.

The Opportunity

The platform is particularly well-suited to partners with a meaningful sponsor-side or private company M&A practice who are looking for:

• A more collaborative, entrepreneurial culture
• Meaningful cross-selling opportunities across funds, private credit, investment management, tax, regulatory, and private wealth
• Strong specialist support embedded directly within Corporate

Unlike many peer firms, the Corporate group includes embedded specialists (e.g., tax, employment, benefits) who work exclusively on transactional matters, ensuring responsiveness and market-informed negotiation support. This structure has proven to be a competitive advantage in deal execution and client service.

The firm also provides proprietary market data and financial services survey insights that partners actively use as business development tools to open doors with sponsors and portfolio companies.

Ideal Candidate Profile

• $3M+ portable book of business (day-one portability expected)
• Strong private equity or private company M&A focus
• Sponsor relationships highly valued
• Demonstrated business development track record
• Collaborative, team-oriented mindset

Group acquisitions are also considered.

Why This Firm

• 700-lawyer global firm with strong brand in financial services and funds
• Targeted growth strategy
• Deep private capital ecosystem
• Embedded deal-specialist model
• Entrepreneurial but highly collaborative culture
• Strong Dallas momentum
• Competitive economics at partner level

Interested? In which case, please apply and we will reach out to discuss this in more detail.

Company Overview:

Our New York / San Francisco-based client is a leading investment manager specializing in private equity real estate investing throughout the U.S. The team has systematically developed and refined their unique and disciplined approach to investing across multiple asset classes, and geographies. Through their current platform and its predecessor entities, the team has acquired over 130 investments totaling in excess of $14.5 billion of gross cost since inception. Our client is growing and constantly evolving to ensure they remain well positioned to deliver high-quality solutions and exceptional performance to their partners.

Key Responsibilities:

• Screening potential real estate investment opportunities across the capital stack
• Assisting acquisitions team in the evaluation of investment opportunities consistent with the fund’s investment criteria
• Underwriting / preparing detailed financial models on potential asset, portfolio, and corporate level transactions
• Drafting Screening and Investment Committee Memorandums detailing deal merits, financial metrics, risks and mitigants and market data
• Performing asset management / portfolio monitoring tasks, including putting together internal updates (memorandums, model updates, etc.), executing business plans, including working directly with Sponsors, and other third parties
• Conducting in-depth market research, preparing sale / lease comparables analyses
• Interfacing with brokers, legal counsel, market participants and third-party vendors
• Manage financial models utilizing both ARGUS and Excel to project cash flows, investment returns, asset valuations and analyze risk
• Review and evaluate investment offerings from investment sale brokers, developers, and owners
• Coordinate research in the assembly of market information, data gathering and relevant forecasts

Requirements:

• Bachelor’s degree with major in Finance, Economics, or Business Administration
• Candidates MUST have excellent analytical skills, be highly proficient in Excel modeling and Argus
• 2+ years of experience in finance roles in investment banking, and/or real estate private equity
• Must have excellent analytical, organizational, and writing skills
• Must be detail-oriented, self-motivated, critical thinker, enthusiastic and inquisitive
• Ability to work in a team environment
• Strong attention to detail
• Fluency in Microsoft suite, specifically Excel and PowerPoint

What you’ll do:

• Run PE/M&A transactions with direct client contact
• Draft/negotiate SPAs, merger and rollover docs, equity and incentive plans, and key ancillaries
• Own diligence, closings, and counterparty/advisor coordination
• Supervise juniors and work directly alongside senior attorneys and partners

What you'll bring:

• 2+ years at a leading firm handling PE/M&A deals
• Proven independent ownership within a team
• Strong business judgment and crisp writing/speaking
• IL bar license or eligibility to waive in/sit for next exam

Why this platform:

• AmLaw 25 firm
• National PE/growth footprint with real document ownership and sponsor exposure
• High deal velocity, best in class training, transparent and attainable advancement opportunities
• Hybrid schedule
• Top of the market compensation

Apply here or email ( ) / DM to schedule a confidential intro call.

Position: Investments Analyst

Office: Austin, Texas (in person)

Status: Full-time, Exempt

Position Summary

Evergen Equity is seeking a talented Investments Analyst to join our Investments Team. As an Investments Analyst, you will play a crucial role in supporting the sourcing, evaluation, acquisition, and management of our commercial real estate investments and maximizing the value of our portfolio. This position offers an opportunity to work in a dynamic and growing company with exposure to various property types, markets, and investment strategies.

The ideal candidate will have real estate experience, an entrepreneurial attitude, strong ability to work in cross-functional teams and a desire for learning and long-term growth.

Organizational Structure and Reporting 

As an Investments Analyst, this role will report directly to the Senior Associates of the Investments Team.

Essential Functions and Responsibilities

• Acquisitions & Underwriting: Develop and maintain detailed financial models and cash flow analyses to evaluate new investment opportunities across various real estate product types.
• Market Research: Conduct in-depth, property-level market research to inform investment decisions. This includes identifying demand drivers, gathering lease and sales comparables, analyzing development pipelines, and synthesizing data from brokers and third-party providers.
• Due Diligence: Assist in comprehensive due diligence on potential investments, including a critical evaluation of a project's capital structure, business plan, operating characteristics (revenue, expenses, capital expenditures), and key performance risks.
• Presentation & Reporting: Prepare comprehensive investment memos and presentation materials to communicate research findings, diligence conclusions, and underwriting assumptions to senior management and outside investors.
• Asset Management Support: Assist with the ongoing asset management of portfolio investments, including analysis related to financing, refinancing, major asset-level decisions, and eventual dispositions.
• Special Projects: Support miscellaneous projects related to process improvements and portfolio-wide reporting to enhance investment operations.

Essential Knowledge, Skills, and Abilities

•  Education & Experience: Bachelor’s degree in Finance, Economics, Business, STEM, or a related field, combined with 1-3 years of experience in an analytically rigorous role at an investment bank, private equity firm, real estate operating company, or leading brokerage.
• Technical Skills: Expert financial modeling skills with demonstrated proficiency in Microsoft Excel, Powerpoint, and Word.
• Analytical Skills: Exceptional quantitative and qualitative analytical abilities, with a proven capacity to interpret complex information, establish facts, and draw valid conclusions.
• Real Estate Acumen: A strong understanding of real estate fundamentals, return drivers, and complex financial structures (e.g., debt, equity, JVs). A demonstrated passion for real estate and a desire to build a career in principal investing.
• Communication: Outstanding written and verbal communication skills, with the ability to distill complex financial concepts into clear and simple messages for internal and external audiences.
• Work Ethic & Organization: A resourceful, accountable self-starter with a phenomenal work ethic and meticulous attention to detail.Must possess superior organizational and time-management skills to manage multiple projects simultaneously and produce high-quality work under tight deadlines.
• Interpersonal Skills: A high-integrity team player who can work effectively and independently, interfacing confidently with all levels of internal management and external professionals.

Additional Benefits and Requirements

• Medical benefits
• Unlimited paid time off
• Right-to-invest eligibility after one year anniversary
• Professional development assistance
• Paid downtown Austin parking
• In office Monday-Friday requirement

About Evergen Equity

Evergen Equity is a multiple family office focused on making generational private real estate investments. We build out bespoke real estate allocation strategies on an individualized, holistic basis in order to optimize wealth preservation and minimize risk. 

We’re growing fast, and our Commercial Roofing Service and Repair division is adding a Service Account Manager to be a liaison between key stakeholders with field-based expertise.  This role is based in Mifflinburg, PA, location - about 75  minutes from Harrisburg, PA, and is a key role in managing client relationships and overseeing ongoing service needs.  

This role conducts roof inspections, identifies repair opportunities, prepares service proposals, and coordinates with internal teams to ensure fast, dependable service. It is a field-based, client-facing position ideal for an organized, relationship-driven professional.  

You’ll work closely with the production team to ensure clarity, structure, and accountability while embodying our company’s values: 

• Whatever it Takes: We are tenacious about fulfilling our promise to provide complete customer satisfaction.  
• Always Professional: Through continuous growth and development, we improve our ability to serve clients and grow to become leaders in our industry.     
• Think and Act Win-Win: Doing business with or working for Equity Roofing propels all parties forward.       
• Focus on the Install: Our installers are athletes and the key to our success.    

Benefits include: PTO, Company Car plus gas, tablet, paid training, retirement match, and health insurance. 

Compensation- $50,000 yearly plus commission and tiered bonus for potential total annual compensation of $90,000-$145,000

If you’re organized, decisive, and enjoy working directly with customers in the field, this Service Account Manager role may be for you! We’re looking for someone who takes ownership of service accounts and delivers dependable, high-quality roofing solutions.  

$50,000 base yearly plus commission and tiered bonuses

• Build and maintain strong relationships with clients, ensuring their service needs are met with efficiency and professionalism.
• Conduct thorough roof inspections to identify repair opportunities and communicate findings clearly to clients.
• Prepare detailed service proposals that align with client expectations and company standards.
• Coordinate seamlessly with internal teams to deliver timely and dependable service solutions.
• Act as the primary point of contact for clients, addressing inquiries and resolving issues promptly.
• Collaborate with the production team to ensure clarity and accountability in service delivery.
• Monitor ongoing service projects to ensure they meet quality standards and that client satisfaction levels are maintained or exceeded.

• 2+ years of commercial roofing, construction, facility services, or service-based sales preferred.
• 2+ years of general construction and/or roofing experience preferred.  
• Ability to walk on commercial roofs. 
• Valid PA driver’s license.
• Ability to travel within 1.5 hours for the service area.
• Strong communication skills.
• Ability to manage multiple accounts and tasks independently.  
• Ability to read scopes, drawings, measurements, and technical documentation. 
• Strong technology skills. 

Who Thrives Here (Culture & Values Fit) 

You’ll be successful if you naturally: 

• Do whatever it takes to ensure jobs run smoothly. 
• Think win‑win and foster positive customer experiences. 
• Remain professional with crews, customers, and suppliers. 
• Focus on quality and enforce installation and safety standards. 
• Stay calm under pressure and anticipate issues before they escalate. 
• Communicate clearly, proactively, and respectfully.
• Lead through accountability without harming morale. 

Equity Roofing is a five-star roofing company dedicated to building value through long-lasting, exterior home solutions. Our services include: roof repairs, roof replacement, metal roofing, siding, and seamless gutters. Our workmanship guarantee backs every job!

We are Platinum Preferred Contractors with Owens Corning, proudly serving Central Pennsylvania and Northern Indiana.

The core values we live by daily are:

• Whatever it Takes: We are tenacious about fulfilling our promise to provide complete customer satisfaction. 
• Always Professional: Through continuous growth and development, we improve our ability to serve clients and grow to become leaders in our industry.    
• Think and Act Win-Win: Doing business with or working for Equity Roofing propels all parties forward.      
• Focus on the Install: Our installers are athletes and the key to our success.   

Compensation details: 5 Yearly Salary

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*This position reports to our Westlake, OH office full-time. To learn more about our sales team, check out our YouTube video!

Join the Equity Trust Sales team today!

As a 12-time NorthCoast 99 winner, Equity Trust values its associates and currently offers:

- Medical, Dental and Vision coverage first of the month following start date

- 20 days PTO per calendar year (prorated based on date of hire)

-10 paid holidays plus volunteer hours

-Paid Maternity/Parental leave

-On-site gym with weekly fitness classes

-Wellbeing program including opportunity for discounts on medical insurance

JOB OVERVIEW

The Account Executive II plays a pivotal role in expanding our Private Client Group business. Serves as a trusted financial professional to help guide prospects and clients with a consultative perspective, driving revenue growth while championing Equity Trust’s value proposition: flexibility, service excellence, and technology-driven solutions. Responsible for managing a sales pipeline, proactively generating new business, and collaborating internally to deliver exceptional outcomes for clients.

RESPONSIBILITIES & DUTIES

• Executes a sales plan and funnel
• Makes outbound phone calls to leads with current and past interest.
• Prospects, qualifies, and converts new business opportunities by communicating ETC’s unique value: nearly limitless investment flexibility, robust platform (myEQUITY), and trusted custodial experience.
• Manages full sales cycle: Engage > Identify > Solve > Fees > Close > Onboarding
• Assists in completion of account open documentation.
• Maintains and grow relationships with existing clients and strategic partners, ensuring customer satisfaction, renewal growth, and cross-sell of additional solutions
• Collaborates closely with Management, Client Success, Onboarding, and Client Service teams to ensure a seamless implementation process and a strong, positive client onboarding experience
• Stays current on industry trends including self-directed IRAs, real estate investing, alternative assets, 1031 exchanges, and cryptocurrency and clearly communicate how ETC’s solutions align with emerging client needs.
• Provides feedback from field to internal teams on client/market insights, competitive intelligence, and product features to strengthen ETC’s go-to-market strategy.
• Tracks sales activities, pipeline, forecasting, and metrics using CRM tools; maintain accurate records and reporting to management.
• Creates leads using Salesforce and documents all interactions.
• Collaborates with the onboarding team to ensure new accounts are opened and funded accurately and efficiently.
• Meets Sales objectives and business results as established by Sales Leadership
• Obtains and follows up with referrals
• Perform other duties as assigned

QUALIFICATIONS

• High School diploma or equivalent required
• Bachelor’s degree preferred
• Minimum one (1) year of sales experience preferred
• Proven track record of meeting or exceeding sales targets
• Willingness to travel (client meetings, industry conferences)

PROFESSIONAL CERTIFICATIONS

• None required

TECHNICAL SKILLS

To be successful in this role, you should have experience with and an understanding of the following:

• Intermediate level proficiency in Microsoft Office
• Comfort and fluency with technology platforms; ability to understand online tools and digital client experience

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Attention to Detail
• Time Management
• Written and verbal communication
• Organizing

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

At Equity Residential, we're dedicated to creating thriving communities, and we invite you to be part of our team. Embracing values like Diversity, Sustainability, and Total Wellbeing, we foster a workplace culture of authenticity and collaboration.

How We Deliver a Winning Performance:

• Question Authority
• Walk the Talk
• Share Knowledge
• Listen, not just Hear
• See the Glass Half Full
• Take Educated Risks
• Enjoy the Ride
• Share the Spotlight
• Do the Right Thing
• Test Your Limits

We Care About Your Total Wellbeing:

• Physical Wellbeing: Medical, dental, and vision care
• Social Wellbeing: 9 paid holidays, annual vacation time, paid sick leave, new parent benefits
• Financial Wellbeing: 401(k) Retirement Savings Plan, Rent Discounts, Competitive Compensation
• Community Wellbeing: Paid Community Service Hours
• Career Wellbeing: Leadership Development
• Learn more about our Total Wellbeing program here.

What You’ll Be Doing:

As a member of the regional operations team, consisting of the Senior Vice President, Vice President of Property Management (VPPM), Regional Managers, and Facilities Team, the Analytics Manager, Property Operations demonstrates a strong knowledge of Equity’s financial and operational policies, processes and reporting systems in order to advise the regional leadership team on the portfolio’s performance and assists in uncovering strategic opportunities. This position is responsible for all operational analysis and forecasting, preparing financial review documentation for S-Ox requirements, creating and reviewing property operating budgets, as well as leading special projects for the apartment communities within a VPPM’s portfolio. This position will collaborate with the regional team to provide guidance on how to leverage the financial reporting tools and serves as the operational partner to the VPPM. You work closely with the Operations team to ensure compliance with the national reporting structure, while also using their local market expertise to address any specific local market reporting needs.

ESSENTIAL FUNCTIONS:

• Participates in monthly operational review meetings by taking a leadership role to evaluate market performance metrics, identify trends, implement new guidelines, and identify and support corrective actions. Documents monthly operational review meetings to meet Sarbanes-Oxley compliance.
• Collects and analyzes operational data and market metrics for the assigned portfolio to help recognize market trends and business issues in order to make informed organizational decisions. Generates reporting around market performance issues such as occupancy, revenue and expenses, overtime, headcount changes, etc. Consolidates data to provide meaningful information to leadership on the status of the operations.
• Utilizes the Company’s financial reporting systems such as MRI, Essbase, and BI to troubleshoot and resolve questions from business partners and field leadership regarding financials, metrics, and emerging trends. This may include, but not limited to, budget variances, reconciliation for corporate and property accounting and audit functions or any other request for information impacting quarterly reporting.
• Completes all annual property operating budgets and forecasting associated with assigned portfolio using actual performance results, previous budget figures, estimated revenue and expenses and other available information and leadership guidance.
• Performs field compliance research as determined by the VPPM and VP, Property Operations. Assists the property management team in evaluating on-site administrative personnel in policy and procedures compliance.
• Serves as a liaison between the VPPM and business partners by identifying resources, gathering information, and troubleshooting financial inquiries.
• Assists the regional property management team on new acquisitions and developments, preparing and reviewing operating budgets and completing the initial cold loads. Ensures a smooth transition for newly acquired communities during the acquisition and development process.
• Identifies trends and shifts in behavior and presents findings to the Regional Leadership team. Offers solutions to resolve business issues and assists in implementing new policies and procedures. Partners closely with the VPPM to research opportunities for properties to improve performance..
• Builds ad hoc reports utilizing Equity Residential systems (MRI, OPs, EIS, Essbase, BI, etc) Extracts, organizes data and analyzes large amounts of data and summarize findings in a clear and concise manner.
• Trains leaders on how to use the financial reporting system and tools.
• Performs additional analysis, special projects and other duties as assigned by the VP Property Operations and/or VPPM.
• Represents the Company in a professional manner at all times. Consistently maintains a professional, courteous attitude when dealing with residents, coworkers and the general public.

The Company may revise this job description from time to time as business needs require. It is not intended to be an exhaustive listing of all the functions of the job, nor limit the Company’s right to assign other functions to an employee in this position. This job description does not constitute a written or implied contract of employment.

JOB QUALIFICATION REQUIREMENTS:

• College degree, preferably in Accounting/Finance, or equivalent property management experience is required.
• Analytical skills are necessary with the ability to leverage technology to gather information. Excellent written and verbal communication skills are essential.
• Proficient with (on-line) automated accounting systems, Excel, Essbase and Google.
• Must be able to supervise, organize and prioritize workload for numerous projects/tasks at one time.
• Flexible to operate in multiple environments and teams.

Machines, Tools and Equipment, Software:Computer w/ Internet and email capabilities, Telephone, Automated accounting systems, Excel, Essbase, BI, MRI and MRI query.

SALARY: $108,000 - $119,000 per year; in addition to base salary, a discretionary annual % bonus is provided.

The successful candidate's starting pay will be determined based on job-related skills, experience, and qualifications.

PHYSICAL AND VISUAL ACTIVITIES:

Ability to hear and speak well enough to converse verbally over the phone and in-person (expressing or exchanging ideas by means of the spoken or written word). Ability to interpret, evaluate and communicate detailed written or verbal instructions to others accurately and easily. Able to see well enough to use the computer effectively and read written communications. Ability to lift, push, pull or carry up to 15 pounds for the dissemination of documents, supplies, materials, etc. to various locations throughout the office/facility. May be required to climb stairs depending on the property structure.

The above describes the physical and visual activities that are commonly associated with the performance of the essential functions of this job. “Commonly associated” is not intended to mean always or only.

Reasonable accommodation will be provided as required by law to enable otherwise qualified employees with a known disability to perform the essential functions of the job.

WORKING ENVIRONMENT:

Office environment.