Blackstone Private Wealth - Product Specialist (1031 Exchange Fund), Vice President
Core
Subject-matter expert for 1031 exchange and tax-deferred private real estate solutions, supporting fundraising, advisor engagement, and product education for high-net-worth investors.
Role type
Vice President, Product Specialist (Private Wealth)
Builds
1031 exchange-eligible real estate strategies, including Delaware Statutory Trust (DST) offerings and 721 UPREIT structures
Domain
Private real estate, tax-deferred investment structures, wealth management
Required skills
1031 exchange structures, Delaware Statutory Trust (DST), 721 UPREIT, private real estate markets, wealth management distribution models, regulatory frameworks
Preferred skills
MBA, CFA
Technologies
None stated
Responsibilities
Serve as primary product specialist for 1031 exchange-eligible real estate strategies; Act as technical resource on 1031 exchange structures and tax considerations; Prepare and deliver presentations to investors and financial advisors; Provide responses to bespoke advisor and client requests; Participate in advisor and client meetings; Partner with investment teams to develop product positioning; Support completion of due diligence questionnaires; Monitor competitive dynamics; Support and mentor junior team members
Seniority
Vice President, senior IC with mentorship responsibilities