Job Summary: 

• Oversees entire 1031 exchange process on behalf of customers
• Works with internal and external customers to initiate, process, and close 1031 exchange transactions, and structure complex real estate transactions
• Monitors time deadlines and closing dates, prepares exchange documents, reviews closing documents
• Manages all daily pass-through and savings deposit accounts.
• Opens and closes client savings accounts, properly maintains control ledgers, and audits exchange files to ensure files are in proper order
• Works directly with clients, realtors, and lenders to keep all parties up to date throughout the transaction
• Assures compliance with policies and procedures, both internal and external rules and regulations
• Participates in sales, client development, and client relationship matters, including attendance at industry events, teaching classes, and writing newsletter articles

Skills on Resume: 

• 1031 Exchange Management (Hard Skills)
• Real Estate Structuring (Hard Skills)
• Deadline Management (Hard Skills)
• Document Review (Hard Skills)
• Account Management (Hard Skills)
• Compliance Knowledge (Hard Skills)
• Client Relationship (Soft Skills)
• Communication Skills (Soft Skills)

Job Summary: 

• Use knowledge of Exchange licensing and Market Data including Exchange Compliance, Audit, Feeds, and Fees
• Provide all members of the business with a solid and well-informed understanding of Market Data, Exchange connectivity, and applicable rule sets.
• Manage the estate to provide direction on ways to maximize the return on licensing investment
• Ensure license capacity vs actual utilization is fully understood and managed
• Promote the unused capacity of the business to enable sales campaigns to increase utilization and maximize the profitability of license investments.
• Recommend ways to revise existing licensing agreements to those that better suit the needs of the business and clients.
• Suggest amalgamation or migration opportunities to bring legacy licensing up to date whilst ensuring licenses held remain valid, fit for purpose, and meet or exceed capacity requirements.
• Manage all risks associated with Exchange license procurement and reporting
• Ensure the business is appropriately licensed and protected through correct procurement of services and licenses by the company and charging of procured/contracted services by clients.
• Have overall responsibility for the day-to-day activities of the Exchange Compliance team.

Skills on Resume: 

• Exchange Licensing Knowledge (Hard Skills)
• Market Data Management (Hard Skills)
• License Utilization Management (Hard Skills)
• Sales Campaign Promotion (Soft Skills)
• Licensing Agreement Optimization (Hard Skills)
• Legacy Licensing Migration (Hard Skills)
• Risk Management (Hard Skills)
• Team Leadership (Soft Skills)

Job Summary: 

• Mentor and train team members including the evaluation of employees' skillsets to understand knowledge gaps, providing training and mentoring to enhance their performance and development.
• Support process and procedure improvements, enforcing new working practices as and when necessary
• Ensure adoption in line with implementation timelines to maintain conformance to regulations and delivery of services on time and to correct contract/license agreements with suppliers (Exchanges).
• Complete the administration and maintaining the company licensing database of client monthly market data reporting including responding to related client questions, generating report files, and collating and reconciling returns.
• Ensure all services are delivered on time and only services procured and contracted/licensed with suppliers (Exchanges) are enabled whilst submitting figures to each market in line with contractual requirements.
• Registration of new clients with relevant exchanges, advising clients of license terms and requirements and ensuring client compliance with these.
• Liaise with Stock Exchanges regarding new policies, pricing, and technical upgrades (the liaison will require off-site meetings and the attending of industry events (sometimes outside of working hours))
• Manage the contract process for joining new Stock Exchange and MTFs.
• Liaise with Product Owners and Sales teams to understand demand for additional Exchange services and new market opportunities.
• Ensure all new services are backed off to an approved business case or client agreement.

Skills on Resume: 

• Team Mentoring and Training (Soft Skills)
• Process Improvement (Hard Skills)
• Compliance Management (Hard Skills)
• Licensing Database Administration (Hard Skills)
• Service Delivery Management (Hard Skills)
• Client Registration and Compliance (Hard Skills)
• Stakeholder Liaison (Soft Skills)
• Market Opportunity Analysis (Hard Skills)