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Blackstone · 17 hours ago

Blackstone Private Wealth – Investor Services 1031 Operations Specialist, Associate

San Francisco

Full-time

Onsite

Mid Level

$125K/yr - $150K/yr

3+ years exp

Blackstone is the world’s largest alternative asset manager, seeking to create positive economic impact and long-term value for investors. The Investor Services 1031 Operations Specialist will manage investor servicing for the 1031 exchange program, ensuring excellent client experiences and supporting operational processes.

Financial Services

H1B Sponsor Likely

Responsibilities

Serve as investor servicing close specialist for 1031 exchange program including through client relationship management and operational and trade support

Drive the pre-close lifecycle tasks, including connecting responsible parties while multitasking across multiple deliverables prior to fund closes

Identify and exercise best practices for operational processes to create excellent client experiences

Ongoing Investor servicing of existing investors in 1031 exchange program

Manage pipeline and capacity of current fund in market

Onboard new intermediaries including distribution platforms, subscription document tech platforms, and others as needed

Project management; spearhead communications to create successful collaboration across various business functions

Take a hands-on approach to all aspects of project management, including data gathering, documentation, use case development, training and mentorship, planning and execution, and communications with business stakeholders

Qualification

Financial industry experienceSeries 7 certificationSeries 63 certification1031 Exchange knowledgeMicrosoft Excel proficiencyConsultative skillsInterpersonal skillsAttention to detailCollaboration skillsOrganizational skills

Required

3+ years of financial industry experience

Series 7 and Series 63 (or equivalent)

Proficient understanding in all aspects of a 1031 Exchange – including structure, tax, investment processes, etc

Proficient in Microsoft applications including Outlook and Excel

Strong consultative and interpersonal skills

Discusses complex issues effectively and in a straightforward manner

Strong attention to detail and follow through to resolve issues

Outstanding collaboration skills to work with product specialists, sales, and advisors to deliver advantageous tax solutions for high-net-worth clients

Highly organized with a strong work ethic; works efficiently while managing competing priorities including long-term projects and ad hoc requests

Benefits

Comprehensive health benefits, including but not limited to medical, dental, vision, and FSA benefits

Paid time off

Life insurance

401(k) plan

Discretionary bonuses

Certain employees may also be eligible for equity and other incentive compensation at Blackstone’s sole discretion.

Company

Blackstone

Glassdoor3.6

Blackstone is the world’s largest alternative asset manager.

Founded in 1985

New York, NY, US

1001-5000 employees

http://www.blackstone.com

H1B Sponsorship

Blackstone has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (102)

2024 (52)

2023 (44)

2022 (11)