1031 Exchange Business Development

| Boston, MA, USA +80 more | Remote | Hybrid
Apply
By clicking Apply Now you agree to share your profile information with the hiring company.

Leader Bank is looking for exceptionally dedicated team members to join one of the region's fastest growing community banks and mortgage lenders. At the time of its founding in 2002, Leader Bank had one branch office, $6.5 million in assets and 7 team members. Since then, the Bank has become one of the most successful banks in Massachusetts with $4 billion in assets, more than 400 team members, 7 branch offices, and annual mortgage originations of over $5 billion.
Exemplary products and an innovative spirit have driven Leader Bank's rapid growth over the years, and our team members embrace these values. Our mission is to obsess over our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to always be improving our client experience. For our team members, Leader Bank prioritizes competitive compensation and benefits, a healthy work-life balance, and an environment that fosters diversity and inclusion.
Please see more information about our bank and culture below:
Annual report: https://www.leaderbank.com/wp-content/uploads/2022/06/2021-annual-report_web_.pdf
Podcasts about our bank culture: https://www.leaderbank.com/building-interest-podcast/
Summary
We are looking for a 1031 Exchange Business Development leader to source new business for our 1031 QI, establishing and building long-term relationships with a robust portfolio of clients. This role is an exciting opportunity for someone that wants to continue to grow their business in an entrepreneurial environment that is supportive of your ability to bring business in. The role has direct access to the executive level and President of the Bank on down.
Leader1031 serves as a Qualified Intermediary (QI) for real estate investors seeking to sell and purchase property using the tax-deferred advantages of a Section 1031 exchange. These services provide greater integration and efficiencies for our commercial real estate clients, and Leader1031 is committed to providing the highest quality of service. The perfect complement to Leader1031, Leader Bank Digital Escrow is a completely digital solution for funding commercial escrow accounts, tracking security deposits, or managing your investment properties.
Responsibilities

  • Create business opportunities through self-sourcing clients suited for 1031 exchange and digital escrow services
  • Leverage networks, centers of influence, and business development acumen to acquire business and build meaningful relationships
  • Build a robust portfolio of national clients and manage the relationships until services are delivered and beyond
  • Work with clients on IRC Section 1031 tax-deferred exchanges and manage their own portfolio of transactions
  • Use deep industry knowledge to gain new business and ensure client satisfaction
  • Develop new relationships by providing seminars on IRC Section 1031 to attorneys and real estate professionals


Qualifications

  • 15+ years' experience in and industry knowledge of 1031 exchange business
  • 15+ years' experience in business development and relationship management, including gaining new deposit business
  • Ability to work independently
  • Excellent verbal and written communication skills, and strong presentation skills


Leader Bank offers an excellent compensation and benefits package including 401k plan with corporate match, medical and dental insurance, and the opportunity to work for a fast growing, local organization.
Leader Bank, N.A. is an Equal Opportunity and Affirmative Action employer and does not discriminate on the basis of race, color, religion, age, gender, marital status, sexual orientation, national origin, disability, military status, veteran status, or any other protected class.

Read Full Job Description
Apply Now
By clicking Apply Now you agree to share your profile information with the hiring company.
Candidate Location Eligibility:
Albuquerque, NM
Ann Arbor, MI
Atlanta, GA
Austin, TX
Baltimore, MD
Baton Rouge, LA
Birmingham, AL
Boise, ID
Boston, MA
Buffalo, NY
Charleston, SC
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Colorado, CO
Columbus, OH
Dallas-Fort Worth, TX
Dayton, OH
Des Moines, IA
Detroit, MI
Fayetteville-Springdale-Rogers, AR
Greensboro, NC
Hampton Roads, VA
Hartford, CT
Houston, TX
Huntsville, AL
Indianapolis, IN
Jacksonville, FL
Kansas City, MO
Las Vegas, NV
Lexington, KY
Lincoln, NE
Little Rock, AR
Los Angeles, CA
Louisville, KY
Madison, WI
Memphis, TN
Miami, FL
Milwaukee, WI
Minneapolis–Saint Paul, MN
Nashville, TN
New Orleans, LA
New York City, NY
Ogden, UT
Oklahoma City, OK
Omaha, NE
Orlando, FL
Other US Location
Palm Bay-Melbourne-Titusville
Pensacola, FL
Peoria, IL
Philadelphia, PA
Phoenix – Mesa – Scottsdale, AZ
Pittsburgh, PA
Portland, ME
Portland, OR
Providence, RI
Provo, UT
Raleigh-Durham, NC
Reno, NV
Richmond, VA
Rochester, NY
Sacramento, CA
Salt Lake City, UT
San Antonio, TX
San Diego, CA
San Francisco, CA
San Luis Obispo, CA
Santa Cruz, CA
Seattle, WA
Spokane, WA
St. Louis, MO
Tallahassee, FL
Tampa Bay, FL
Tucson, AZ
Tulsa, OK
Washington DC
Wichita, KS
Wilmington, NC

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
  • People Operations
    • C#Languages
    • C++Languages
    • JavaLanguages
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • SwiftLanguages
    • ReactLibraries
    • Apache CamelFrameworks
    • Spring BootFrameworks
    • Angular 2Frameworks
    • MariaDBDatabases
    • Microsoft SQL ServerDatabases
    • MongoDBDatabases
    • SnowflakeDatabases
    • AWS (Amazon Web Services)Services
    • Microsoft AzureServices
    • Google AnalyticsAnalytics
    • TableauAnalytics
    • FigmaDesign
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • InDesignDesign
    • ConfluenceManagement
    • Google DocsManagement
    • JIRAManagement
    • Monday.comManagement
    • SmartsheetManagement
    • HootsuiteCMS
    • WordpressCMS
    • DocuSignCRM
    • SurefireCRM
    • Constant ContactEmail
    • iContactEmail
    • Microsoft TeamsCollaboration
    • ZoomCollaboration
    • Monday.comProject Management

An Insider's view of Leader Bank

What’s the vibe like in the office?

The vibe in our office is very collaborative. We have people at all levels in all different departments working side by side, with the leadership team always very accessible. There is a strong sense of pride and dedication as team members roll up their sleeves and focus on delivering the best products and services for our clients.

Kerry

VP Head of Brand Marketing

What does your typical day look like?

A typical day looks like solving real world enterprise problems using various software technologies. Spending most of the time in development, resolving pressing issues and collaborating with coworkers who are very cooperative and supportive. Ready to face challenges every single day for us to deliver the best product to our clients.

Pooja

Senior Software Engineer

How does the company support your career growth?

Leader Bank provides different learning opportunities for all team members including online self-paced courses, live classes, and interactive sessions with senior leaders. In my experience, the leadership team is always looking for new, out of the box ways of doing things and pushes you to take on stretch projects and learn all that you can.

Sandy

AVP Talent Management

What is your vision for the company?

My vision is for Leader Bank to be synonymous with exemplary client services and convenient, straightforward banking and lending. Through constant innovation of our products and services, we will always improve upon our client experience. Leader Bank will be known for delivering for our clients and the communities we serve.

Jay

President

How would you describe the company’s work-life balance?

Leader Bank provides a flexible work environment and values the balance between work and personal life. We are a family owned business and treat our team members like family.

Wes

SVP Chief Talent Officer

What are Leader Bank Perks + Benefits

Leader Bank Benefits Overview

Leader Bank offers an excellent compensation and benefits package including a 401k plan with company match, medical, vision, and dental insurance, and the opportunity to work for a fast growing organization. With emphasis on professional development and career growth, Leader Bank offers a variety of opportunities for training, skills development, cross-functional learning, both formally and self-guided.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
Team based strategic planning
Employee-led culture committees
Hybrid work model
Employee awards
Remote work program
Diversity
Dedicated diversity and inclusion staff
Highly diverse management team
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Child Care & Parental Leave
Family medical leave
Company sponsored family events
Vacation + Time Off
Generous PTO
Paid holidays
Paid sick days
Floating holidays
Bereavement leave benefits
Office Perks
Company-sponsored outings
Some meals provided
Fitness stipend
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Online course subscriptions available
Personal development training

More Jobs at Leader Bank

Apply Now
By clicking Apply Now you agree to share your profile information with the hiring company.
Learn more about Leader BankFind similar jobs like this