Jason S. Kling

Seasoned, goal-oriented financial sales professional with a proven track record of driving revenue growth, building high-performing teams, and partnering with management to set strategies for rapid expansion. Extensive experience working within the independent broker dealer channel and with RIAs to establish and grow sales of complex financial products for high-net-worth clients. Recognized as a top individual contributor with strong advisor relationships and a talent for developing team cultures that maintain and expand new and existing client relationships.

Vice President, Capital Markets - ARCTRUST Private Capital - Clifton, NJ

(2023-07)

• Build and manage a selling group syndicate.
• Sell DSTs and preferred equity opportunities.
• Create and expand distribution channels for RIA and IBD markets, focusing on private equity and DST offerings for financial advisors and their accredited investors.

Regional Vice President of Sales - Versity Investments - Aliso Viejo, CA

(2020-11 - 2023-06)

Formerly Nelson Brothers Private Capital.

• Distributed 1031/DST and Reg D products to independent broker dealer channels and RIAs.
• Signed new broker dealers and RIAs to join the selling group.
• Managed a 13-state territory and increased sales.
• Delivered presentations to advisors and clients on the tax benefits of 1031 Exchange/DST products.

Regional Vice President - Strategic Capital Distributors - Costa Mesa, CA

(2020-03 - 2020-10)

• Increased sales by over 200% in the first six months across an 11-state territory.
• Delivered presentations via video conferencing on Reg D 1502 exempt offerings.
• Developed and executed sales plans for the regional team, managing internal wholesalers and schedulers to achieve territory goals.
• Secured new selling agreements with broker dealers and RIAs.

Regional Vice President, Great Lakes Market - SmartStop Asset Management - Ladera Ranch, CA

(2019-01 - 2020-02)

• Increased sales distribution in an 8-state territory (IL, IA, WI, MN, IN, MI, OH, KY).
• Delivered presentations to advisors and RIAs on NT REITs, Reg D, and 1031/DST products.
• Attended and presented at broker dealer conferences.
• Secured new selling agreements with broker dealers and RIAs.
• Doubled territory sales rate in the first six months.
• Developed and implemented sales processes with internal teams and schedulers to achieve goals.

Regional Vice President - Lodging Opportunity Fund, REIT - Fargo, ND

(2016-08 - 2018-06)

• Developed, trained, and managed a sales team that transformed a non-producing territory into a top-performing region, averaging over $3.5 million per month in the last quarter.
• Delivered large group presentations at broker dealer conferences to educate financial advisors on REIT features and benefits.
• Designed call plans and initiatives for the sales team using CRM, with a strategic focus on broker dealers.
• Exceeded all sales objectives, both individually and as a team, including acquiring new selling agreements and producing representatives.
• Traveled weekly within the territory, averaging 15 meetings and at least one client event per week.
• Collaborated with management to develop systems and processes to enhance client engagement and experience.

National Sales Director - AMP Wealth Management - Whitefish Bay, WI

(2015-06 - 2016-07)

• Established and managed a team of three wholesalers, designing and implementing strategies to penetrate the independent broker dealer space and secure selling agreements.
• Achieved personal sales goals while coaching the team and designing marketing materials.
• Created and delivered presentations at broker dealer conferences and individual meetings to increase SMA sales.
• Exceeded sales targets in the first twelve months by over 30%.

Regional Sales Manager - Flexible Plan Investments - Bloomfield Hills, MI

(2012-04 - 2015-05)

• Managed all sales across product lines in a three-state territory.
• Built and expanded relationships and sales with independent financial advisors and RIAs for fee-based products.
• Exceeded sales targets in 2012, 2013, and 2014; awarded Wholesaler of the Year in 2013.
• Managed internal sales associates and created campaigns to increase sales.

Divisional Vice President - Paladin Realty Partners - Los Angeles, CA

(2008-02 - 2010-06)

• Educated financial advisors on alternative investments and non-correlated asset classes, demonstrating portfolio strategies to reduce risk and increase returns.
• Delivered presentations at broker dealer conferences and offices within an 8-state territory to establish and deepen advisor relationships.
• Secured new broker dealer selling agreements with due diligence officers to obtain REIT and Reg D approvals.
• Ranked in the top 25% in sales in 2008 and 2009.

Regional Vice President - Trust Company of America - Centennial, CO

(2005-01 - 2008-01)

• Targeted registered investment advisors managing over $25 million in a twelve-state territory, delivering proactive sales solutions to key decision makers.
• Delivered technical presentations to money management firms, showcasing cost-effective and comprehensive solutions to improve operational efficiency.
• Negotiated and executed sales contracts with advisory firms based on revenue projections and profitability.

Vice President of Institutional Sales - TD Waterhouse Institutional Services - Chicago, IL

(2003-10 - 2004-12)

• Increased assets under custody with existing registered investment advisors and targeted new advisors with assets over $25 million in a five-state territory.
• Collaborated with key decision makers to demonstrate opportunities, benefits, pricing strategies, and efficiencies of the company's custodial platform.
• Designed and delivered custom presentations to management, highlighting trading platform functionality and back-office integration.
• Partnered with trade organizations such as NAPFA and FPA to build awareness and generate sales opportunities.

Bachelor of Business Administration - Finance - University of Iowa (1993-12)