Brokerage Advisory Manager

This role is responsible for leading and overseeing the brokerage advisory function with a strong focus on alternative investments, including DSTs and 1031 Exchanges. The person in this role will manage and support a team of 3–4 brokerage advisory professionals while staying closely involved in daily operations. They will guide transactions, support advisors, and ensure work is completed accurately, compliantly, and in line with firm standards. This is a hands‑on position within a smaller firm, requiring someone who can lead confidently, work collaboratively across teams, and support both advisor needs and business growth.

Salary: 100k$-130k$

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

- Strong background in alternative investments.
- No traditional investment- only backgrounds.
- Experience with DSTs and 1031 Exchanges is required.
- 3–5 years of experience as a manager in brokerage advisory
- Bachelor's degree required
- FINRA Series 7 required.
- Active Series 24 or Series 66 required.

- Strong background in alternative investments
- This is a smaller firm looking for someone who can pivot, adapt, and be open to change.
- The ideal candidate is collaborative, flexible, and able to leave ego at the door.

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.