Blackstone Private Wealth - Product Specialist; Exchange Fund), Vice President
Listed on 2026-09-12
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Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’s over $1.3 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds. Further information is available at Follow @blackstone on Linked In, X (Twitter), and Instagram.
Blackstone Private Wealth was built to capture the significant and growing demand for private markets solutions among high-net-worth investors globally. Through strategic partnerships with leading private banks, wealth management platforms, RIAs, and family offices, the business delivers Blackstone’s full alternatives platform to the wealth channel one of the industry’s leading alternative asset managers, Blackstone provides private investors access to differentiated investment capabilities across Credit, Private Equity, Real Estate, Infrastructure, Secondaries, Tactical Opportunities, and Hedge Fund Solutions.
Blackstone currently manages approximately $324 billion on behalf of Private Wealth clients globally. The Private Wealth platform operates across key global financial centers including New York, London, Zurich, Paris, Singapore, Hong Kong, and Tokyo, partnering with many of the world’s largest wealth management institutions to deliver institutional-quality alternative investment solutions to individual investors.
- Serve as a primary product specialist for Blackstone’s 1031 exchange‑eligible real estate strategies within the Private Wealth platform, with a focus on Delaware Statutory Trust (DST) offerings with a potential 721 UPREIT structure.
- Act as a technical resource on 1031 exchange structures, including eligibility, execution mechanics, tax considerations, and portfolio construction use cases.
- Prepare and deliver presentations to potential investors and financial advisor partners to educate on 1031 exchanges, DSTs, and 721 UPREIT strategies.
- Provide timely, well‑informed responses to bespoke advisor and client requests and questions regarding structure, process, regulations, inventory, and execution.
- Participate in advisor and client meetings, both virtual and in‑person, to communicate portfolio updates, performance, and market insights.
- Partner with Real Estate investment teams and internal stakeholders to develop and execute product positioning, messaging, and sales strategies across global Private Wealth channels.
- Provide consistent investment, performance, and market updates to Private Wealth sales teams, financial advisors, and end clients.
- Support the completion and coordination of due diligence questionnaires related to 1031 exchange‑eligible real estate products within Private Wealth, partnering closely with investment teams, legal, compliance, tax, and risk stakeholders to ensure accurate, timely, and consistent responses covering product structure, tax considerations, investment strategy, risk management, and operational processes for advisor and client review.
- Collaborate cross‑functionally with Sales, Marketing, Product Strategy, Investor Services, Compliance, and Business Development to support broader platform initiatives.
- Monitor competitive dynamics across private real estate, tax‑advantaged structures, and alternative investment vehicles relevant to 1031 investors.
- Support and mentor junior team members contributing to product coverage and client support.
- Travel as needed for client engagement, due diligence meetings, and industry events.
- 7+ years of experience in asset management, investment banking, consulting,…
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