12 дней назад
Managing Director, Alternative Investment Distribution
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Managing Director, Alternative Investment Distribution (Alternative Investments): Building and leading Rex's intermediary distribution engine across broker-dealers, hybrid advisory platforms, and tax-advantaged investment channels with an accent on capital formation, product structuring, and fiduciary discipline. Focus on securing due diligence approvals, structuring DST, Reg D, and QOZ offerings, and building a high-performing internal and external wholesaling function.
Location: Remote, USA. Applicants must be authorized to work in the United States of America.
Company
is a privately held ecosystem of ventures spanning real estate private equity, technology, insurance, AI, energy, and alternative investments.
What you will do
- Build and lead the intermediary distribution engine across independent broker-dealers, hybrid advisory platforms, and alternative investment platforms.
- Manage broker-dealer relationships, third-party due diligence approvals, home-office product committees, and approved sponsor shelf placement.
- Execute selling agreements and architect share-class structures for commission-based representatives and fee-based advisors.
- Partner with acquisitions and legal counsel to structure multifamily assets into Delaware Statutory Trusts, Reg D income funds, and Qualified Opportunity Zone funds.
- Wholesale directly to representatives and wealth advisors while developing recurring capital commitments and channel performance reporting.
- Recruit, train, and lead the internal and external wholesaling bench.
Requirements
- 10+ years of experience in alternative investment distribution through broker-dealer and hybrid RIA channels.
- Direct experience distributing Delaware Statutory Trusts, private REITs, or Reg D real estate offerings.
- Established relationships with home-office due diligence teams, managing broker-dealers, and third-party diligence firms.
- Fluency in Reg BI, fiduciary standards, 1031 exchanges, DSTs, and Qualified Opportunity Zone mechanics.
- Active FINRA registrations required.
- United States work authorization is required for the application.
Nice to have
- Experience building and leading an internal or external wholesaling team.
- Principal-level credibility with platform gatekeepers and due diligence teams.
- Experience building distribution systems and infrastructure from the ground up.
Culture & Benefits
- Fully remote work environment.
- Comprehensive health, dental, and vision insurance.
- 401(k) with company matching.
- Performance-based bonus and/or equity opportunities in deals and funds.
- Culture emphasizes customer focus, rapid execution, fiduciary discipline, lean teams, and mission-driven work.
Hiring process
- Applicants complete an application covering experience, mission alignment, and values alignment.
- Background and reference checks are required before the first day.
- A credit check is required due to direct handling of investor capital and FINRA-registered activity.
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