Adam B. Jacobs
** ******** **** **** ****** NJ **052 ***********@*****.*** 917-***-****
https://www.linkedin.com/in/adambjacobs/
I am a skilled and adaptable communicator, able to connect with individuals across a wide range of personality types. My ability to adjust my approach and demeanor seamlessly, often on short notice, has been a critical asset in every role I’ve held. This flexibility allows me to build strong relationships, foster collaboration, and drive success in diverse environments. I am deeply committed to the growth and success of the organization, actively contributing to its long-term goals and ensuring that every team member thrives.
Keller Williams Suburban Realty, Livingston, New Jersey October 2010 - October 2024
Market Center Operations Manager
Interviewed and onboarded all new hires resulting in 110% market share growth in 12 months. (400% market share ownership growth during my tenure per Broker Metrics)
Trained new agents on all systems available to help them to build efficiency in their businesses resulting in 200% growth of production in the last 18 months
Grew agent business through offering business development tools and counseling resulting in 25% of newly licensed agents being in production in their first 60 days
Supervised and stayed up to date with all agent compliance, including but not limited to the New Jersey real estate commission regulations all while providing the necessary assistance to remain compliant.
Developed and launched the New Agent Mentor Program to improve profitability of new agents within the first six months as an active agent.
Created and implemented a monthly Training Calendar for continued in-house education inclusive for agents of all levels of production.
Increased office productivity allowing for a reduction in staff without a change to the services provided to agents.
Recruited, vetted and managed company vendors to ensure proper standards were met and contract terms were in place.
Was the main contact for the NJREC, NJDOBI and local MLS’s and Board of Realtors to ensure all new procedures were received and implemented throughout the Brokerage.
Managed the company’s social media to improve the overall online profile.
Ensured the brokerage’s budget remained within or below the parameters set by myself and the investors
The Olson Financial Group, Summit, New Jersey July 2005-April 2010
Northwestern Mutual Investment Services
Investment Operations Associate
Opened and maintained new and existing client investment accounts including but not limited to IRA’s, 529 Accounts, Trusts and Estate Accounts
Processed & followed the progress of incoming transfers using Pershing’s NetExchange Pro system.
Placed trades in client’s individual and corporate accounts on the open market.
Solved client issues including Independent Investment Advisor reviews, outside business activities, personal securities accounts and dual registration to help create a higher retention rate of clients.
Assured the quality of compliance within all regulatory requirements.
Prudential Financial, New York, New York July 2002-June 2005
Senior Compliance Officer
Reviewed incoming files for potential candidates for hire in branch offices and for 1st and 3rd party appointments for Prudential Financial and Wachovia Securities.
Consistently delivered accurate compliance decisions in a timely manner.
Improved the Prehire Department’s turnaround to under 24 hours.
Education:
State University of New York at Stony Brook
Bachelor of Science in Business Administration
References available upon request