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Operations & Transactions Manager (Family Office/Private Investments)
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i3 Global
Charleston, SC (In Person)
$110,000 Salary, Full-Time
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Job Description
Operations & Transactions Manager (Family Office/Private Investments) i3 Global Charleston, SC Job Details Full-time $90,000 - $125,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Qualifications Project team coordination Version control Private equity Managing real estate transactions Contracts Stakeholder management Full Job Description i3 Global Enterprises Operations & Transactions Manager (Family Office / Private Investments) Role Overview i3 Global Enterprises (i3 GE) is a private asset management firm that also serves as an external CFO and strategic advisor to high-net-worth families. We are seeking an Operations & Transactions Manager to own the execution of transactions, contracts, and advisory workflows from start to finish. This role is focused on coordination and delivery with clear boundaries. This role serves as the operational 'quarterback,' ensuring documents, signatures, timelines, and stakeholders move efficiently across commercial real estate, private equity, private lending, special situation and entity-related matters. The position focuses on project execution, contract lifecycle coordination, system utilization, and advisor management — with no responsibility for money movement, accounting, or financial approvals. The role works closely with executive leadership and serves as a central execution point between the CEO, CFO, internal teams, and external advisors (CPAs, attorneys, financial institutions and general and limited partners). Key Responsibilities Transaction & Contract Execution Manage end-to-end coordination of contract and transaction workflows, including document routing, signature tracking, version control, and close-out documentation. Track and drive execution of commercial real estate and private investment transactions in coordination with executive leadership and external counsel. Maintain accurate, real-time status reporting for active transactions, deliverables, and deadlines. Project & Workflow Management Own project plans, task lists, and timelines for multiple concurrent workstreams. Proactively identify bottlenecks, follow up with stakeholders, and escalate issues when appropriate. Coordinate meetings, calendars, and execution-related logistics. Systems & Process Ownership Serve as a power user of i3 GE's CRM, project management, and document storage systems. Create and refine repeatable workflows, templates, and execution checklists. Ensure documentation is consistently organized, searchable, and audit-ready. Advisor & Stakeholder Coordination Act as the primary execution liaison with external law firms, CPAs, investment partners, and vendors. Communicate professionally with clients and advisors on execution-related matters. Support CEO- and CFO-level initiatives through disciplined follow-through. Role Boundaries This position carries no authority over bank accounts, wire transfers, capital calls, or distributions. There are no accounting, bookkeeping, or tax preparation responsibilities. This rol has no legal decision-making authority; coordination and execution only. Ideal Candidate Profile Experience & Skills 6-10 years of experience in transaction-heavy, document-driven environments. Working knowledge of commercial real estate and/or private investment transactions to include due diligence and execution.. Familiarity with legal structures and documentation (trusts, operating agreements, corporate records). Proven ability to manage multiple projects in a fast-paced environment. Highly organized, self-directed, and comfortable operating with executive-level visibility. Preferred Recruiting Backgrounds Corporate or transactional paralegal (real estate, M&A, entity governance). Commercial real estate transaction or closing coordinator (investment-side preferred). Private equity, fund operations, or family office operations roles. Professional services or advisory project management roles.