Real Estate Advisory Vice President

Plante Moran

. Define long-term client objectives and develop real estate portfolio and investment strategies .

Posted 10/8/2026full-timeSouthfield • Michigan • United StatesLead💰 $140,000 - $160,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in real estate investment strategies, financial modeling, and client relationship management. Proficient in overseeing asset management processes and delivering high-quality presentations to clients.

Highest-signal resume keywords

Real Estate InvestmentFinancial ModelingClient Relationship ManagementBusiness DevelopmentAsset Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingReal Estate Portfolio StrategyDue DiligenceAcquisitionsDispositions1031 ExchangesCapital PlansKPI MonitoringCash Flow ModelingSensitivity Analysis

Soft Skills

Client CommunicationRelationship BuildingPresentation SkillsNegotiationTeam Leadership

Tools & Technologies

ExcelARGUS EnterprisePowerPointArtificial Intelligence ToolsLLMs

Industry Keywords

Real Estate DevelopmentAsset ManagementInvestment StrategiesClient RetentionMarket Trends

About the role

Key responsibilities & impact

Define long-term client objectives and develop real estate portfolio and investment strategies
Source, underwrite, negotiate, and execute acquisitions, dispositions, 1031 exchanges, and refinancings
Conduct due diligence for real estate transactions
Develop and execute asset-level business plans, budgets, leasing strategies, capital plans, and hold/sell analyses
Oversee property managers, leasing agents, and third-party providers
Monitor KPIs, debt covenants, and lease expirations
Prepare investment memoranda, cash flow models, sensitivity analyses, and performance reports
Serve as day-to-day client lead and primary point of contact with lenders, brokers, legal counsel, investment managers, and service providers
Manage engagements end to end within budget and time constraints
Participate in client meetings and site visits
Prepare and deliver internal and external presentations
Advise clients on business plans, strategy, industry trends, and risks
Build relationships with client decision-makers and advisors to expand relationships and facilitate referrals
Identify and coordinate cross-serving opportunities
Grow firm profits by identifying new opportunities and increasing ongoing work profitability
Conduct practice activities consistently with and promote Plante Moran values

Requirements

What you’ll need

Bachelor’s degree in Business Administration, Real Estate Development, Finance or related field is required
Minimum 7 years of real estate investment, asset management, or transaction experience
Experience with complex financial modeling using advanced Excel-based formulas and/or ARGUS Enterprise
Experience creating high-quality client presentations in PowerPoint
Experience using LLMs and other artificial intelligence tools (e.g., CoPilot, Claude, ChatGPT)
Prior responsibility for business development, account development, and client retention
Must be legally authorized to work in the United States without sponsorship, except for qualified candidates bilingual in Japanese and English or Chinese and English
Exempt position may require hours exceeding the standard 40-hour work week

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
Disability insurance
Life insurance
Flexible Time Off
Predetermined holidays
401(k) plan
Flexible benefits plans
Business-related travel expense reimbursement
Business-related lodging reimbursement
Business-related meal reimbursement
Pension plan for eligible administrative and paraprofessional staff
Discretionary bonus plan for eligible staff
Option for some contingent staff positions to elect health insurance
Limited paid sick time for some contingent staff positions
Workplace flexibility through the “Workplace for Your Day” model