Sr. 1031 Client Advisor

About Bonaventure

Were a verticallyintegrated multifamily operator with $2.7B assets under management a $550M personal coinvest and a 25year record of protecting capital and delivering outperformance. Our TaxEquity Platform (DST/1031/721UPREIT) is scaling fast to meet surging inbound demand from RIAs family offices and direct investors who value true alignment over frontend fees.

Who You Are:

• Sales is your comfort zone.
• A natural relationship builder who thrives on delivering white-glove service post-close.
• You move swiftly and urgently you understand that time kills deals.
• You love to interact with people and think like an investor.
• A confident communicator who can translate complex tax and investment concepts into clear accessible language.
• Highly organized and detail-oriented with a passion for process excellence and documentation.
• Comfortable owning the full investor lifecyclefrom first contact to reinvestment.
• Proactive and persistent in qualifying leads and driving them through the funnel.
• Adept at managing multiple stakeholders and coordinating across legal compliance and operations.
• Excited to be the founding member of a high-impact sales function and set the gold standard for inside wholesaling.

About the Role

Youll be the first dedicated 1031 relationship leadowning the investor journey from initial inquiry to repeat reinvestment. Your playbook will become the template for every inside wholesaler we hire next year. As the 1031 relationship lead you will aggressively engage and qualify inbound prospects through various channels diagnose 1031/DST suitability and expertly guide investors through complex tax concepts and Bonaventure offerings in plain English. You will dominate the subscription process ensuring seamless coordination of documents PPM execution QI wiring and compliance checks. Post-close you will own the relationship providing distribution updates K-1 delivery and reinvestment planning. You will maintain a pristine pipeline by logging every interaction and generating impactful reports for leadership. Additionally you will continuously refine discovery scripts objection-handling matrices and SOPs for scalability driving innovation and setting the standard for sales excellence.

Key Responsibilities

• Engage & qualify inbound prospects (phone email web webinars) and diagnose 1031/DST suitability.
• Guide investors through identification rules DST structures and Bonaventure offeringstranslating complex tax concepts into plain English.
• Close subscriptions: coordinate documents PPM execution QI wiring and compliance checks.
• Own the relationship postclosedistribution updates K1 delivery reinvestment planning.
• Keep the pipeline clean: log every touch in HubSpot & JuniperSquare trigger drip sequences and generate weekly reports for leadership.
• Iterate the playbook: refine discovery scripts objectionhandling matrix and SOPs for scale.
• Help drive innovation and
  

Qualifications

• Licenses: FINRASeries7 &63 (or 22/63) in good standing.
• Experience: 510yrs raising capital for DSTs 1031TICs or other realestate securities; personal track record of $30MM/yr closed.
• Technical: CRM poweruser (HubSpot and Dynamics preferred) comfortable with investor portals (JuniperSquare) Excel and virtual meeting tools.
• Competencies: consultative selling high EQ taxsmart storytelling detail obsession compliance mindset.
• Education: Bachelors in Finance Real Estate or related; CAIA CFP CPA a plus.
• Experience working at a sponsor with a 1031 platform
• Personality profile: Curious sharp industrious problem solver who genuinely cares

Compensation & Benefits

• Compensation: Starting at $120000 annually with flexibility based on the experience and expertise you bring to the role.
• Variable compensation escalates with volume;
• Upside:performance kicker at $75MM; equity participation as desk scales
• Full medical 401(k) with match paid CEs and the latitude to work hybrid or fully remote within U.S. business hours.

If youre a closer and enjoy helping investors:

Send your resume to with the subject line Senior1031AdvisorYourName. In your email tell us how you would build out the best 1031 Tax Platform in 2025 and what needs to be done to evolve the space.

Bonaventure is an equalopportunity employer. We celebrate diversity and are committed to building a team that reflects the investors we serve.