Head of DistributionLocation:
Miami, Florida (preferred)
Remote considered with travel
Employment Type:
Full-time
Compensation:
Up to $300,000 base salary + performance incentives + equity
Overview
A fast-growing, early-stage investment platform is seeking a Head of Distribution to build and scale the investor distribution engine for a tax-efficient exchange fund focused on concentrated equity diversification.
This is a founding-level role responsible for driving capital formation, developing strategic investor relationships, and growing assets under management (AUM). The ideal candidate is a proven capital raiser with direct experience working with family offices, RIAs, and accredited investors, and a strong understanding of exchange fund structures and tax-efficient diversification strategies.
Key
ResponsibilitiesDistribution Strategy & Capital Raising
- Design and execute the exchange fund distribution strategy from the ground up.
- Build and activate relationships with family offices, RIAs, and accredited investors.
- Drive capital inflows and directly contribute to AUM growth.
- Develop pipeline strategy, advisor segmentation, and investor acquisition channels.
Investor Relationships & Onboarding
- Own the investor lifecycle from initial outreach through allocation and onboarding.
- Present the exchange fund structure and value proposition to sophisticated investors.
- Support investor onboarding and ongoing engagement.
Platform Partnerships
- Develop relationships with alternative investment platforms and distribution channels.
- Identify and secure partnerships to expand investor access.
Product & Go-To-Market Collaboration
- Partner with leadership on fund positioning, messaging, and go-to-market strategy.
Founding-Level Execution
- Operate with high autonomy in a startup environment.
- Develop and present a 90-day execution plan, including pipeline strategy and allocation targets.
- Contribute to broader business growth initiatives.
Required Qualifications
- 5+ years of experience in wealth management, alternative investments, institutional fundraising, or investor distribution.
- Proven track record of personally raising capital (not solely as part of a team effort).
- Existing, activatable network of:
- Family Offices
- Registered Investment Advisors (RIAs)
- Accredited Investors
- Strong understanding of:
- Exchange funds
- Concentrated stock strategies
- Tax-efficient diversification structures
- Excellent communication, relationship-building, and closing skills.
- Ability to operate independently in a fast-paced, entrepreneurial environment.
Preferred Qualifications
- Series 65 license.
- Experience with alternative investment platforms or wealth-tech ecosystems.
- Background in venture capital, private equity, or real asset fundraising.
- Familiarity with:
- Reg D 506(c) offerings
- 721 / 1031 exchange structures
- Qualified Opportunity Zones
- Series 7 and/or Series 24 licenses.
- CFA, CAIA, or CFP designation.
Additional Requirements
- Miami, FL location is preferred but not required.
- Comfortable with frequent travel for investor meetings, conferences, and relationship-building activities.
- Ability to develop and present a clear 90-day distribution and fundraising plan.
Whats Offered
- Founding-level role with direct impact on fund growth and AUM expansion.
- Base salary up to $300,000.
- Performance-based compensation tied to fundraising success and AUM growth.
- Meaningful equity participation.
- High-autonomy, entrepreneurial environment with significant upside potential.