Sales Operations Manager

BV Capital consists of the capital markets group and investor relations division of Bridgeview Real Estate, a vertically integrated commercial real estate development and investment firm based in Dallas, TX. We work closely with accredited investors, financial advisors, RIAs, family offices, and broker‑dealer partners to deliver private real estate investment opportunities across multifamily development, land development, net lease assets, DSTs, and private real estate offerings. We strongly believe that every employee plays an important role in the company’s and our investors’ success.

Role Summary
This is a full-time, on‑site Operations Manager role based in the home office in Dallas, TX. This role will oversee the entire investor/client experience and optimize daily operational activities to ensure efficiency and alignment with our company’s objectives. Responsibilities include managing business processes, coordinating with cross‑functional teams and third‑party platform partners, and ensuring compliance with organizational policies. This role supports investor relations and involves processing monthly distributions, approving and reporting commissions, tracking revenue and expenses in preparation for audits, and holding regular compliance meetings.

Completion of the FINRA SIE and Series 99 (Operations Professional Exam) is required within the first 90 days of employment if not already licensed.

Key Responsibilities

Oversee and assist where needed for new hire and investor (client) onboarding

Manage and improve upon firm processes to maximize firm back‑office efficiency

Maintain our CRM, ensuring accurate client tracking/coding

Full responsibility for the Transfer Agent database and communications

Help in the planning and execution of investor events and industry conferences

Perform Form D and state filings, and manage our Electronic Filing Depository (EFD) ID login

Coordinate with the Marketing department to execute all printed collateral

Required Qualifications

Service‑minded positive attitude with a mindset for constant improvement

Effective communication, process optimization, and cross‑functional team collaboration

Strong Microsoft Office skills and the ability to self‑learn where needed

Understanding of financial principles, budgeting, and resource allocation

Preferred Qualifications

Knowledge or experience in commercial real estate, private equity, or loans/mortgages is a plus

401(k) with Employer Match and vesting schedule

PTO (10 Days)

Eligible for the annual bonus pool if the business meets its annual goals. Your bonus depends on your contribution to that success.

Compensation
Base salary is in the $55,000 to $65,000 range, dependent upon the candidate’s experience.

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