Director Wealth Channel (55876)

Paycom; Houston (TX); Hybrid; USD 190,000 - 225,000; Full time

Benefits offered by this job

Full benefits

T&E budget

Conference spend

Job summary

Disrupt Equity in Houston, TX seeks a Director, Wealth Channel to build and own a new advisor channel for real estate and related platforms. You will lead territory strategy, direct outreach, and develop selling agreements with internal teams, aiming to fund early allocations and establish durable advisor relationships.

This role requires 5–10 years external wholesaling, a $50M+ personal track record, and a portable book.

Qualifications

• Five to ten years of external wholesaling for an alternatives sponsor or similar platform.
• $50M+ personally raised; transferable book preferred.
• Existing portable book with RIAs, family offices and IBD reps.
• Series 7 and 63 active (or 22/63); U4 clean.
• Comfort selling a sponsor rather than a product; real estate literacy required.

Responsibilities

• Territory strategy: define/segment RIA, family office, and IBD universe in Texas and the Southeast.
• Coverage: direct outreach, in-person meetings, lunches, and conference calendar; meet in person.
• Selling agreements: work with internal counsel/CFO to get platform approvals (due diligence, track records).
• Allocations: own the number; target $3.5M in early months and scale.
• Feedback into product: relay wealth-channel needs (minimums, structure, cadence, fees).

Skills

External wholesaling

Series 7/63

Portable book

Relationship building

Fundraising track record

Job description

**Director, Wealth Channel****Company** Disrupt Equity**Location** Houston, TX preferred. Will consider Dallas or Austin for the right book. Expect 30–40% travel.**Reports to** VP of Capital Formation**Type** Full-time, W-2**Openings** 1**Compensation** $190,000–$225,000 base depending on the depth and portability of the book, plus a discretionary annual bonus of up to 50% of base. Target total cash of $285,000–$340,000 in year one. The bonus is discretionary and determined across a range of factors — platform approvals secured, advisor activation, coverage discipline, and overall firm performance. No part of it is calculated as a percentage of capital raised.**The short version**We raise capital well from individuals. We have never systematically raised it from the people who advise them.This role builds that channel from zero: registered investment advisors, single- and multi-family offices, and independent broker-dealer reps across Texas and the Southeast. Fewer conversations than our retail desk has, each one worth ten to fifty times as much.We are hiring one person for this, not a team. You will be the channel for the first year, with full ownership of the strategy, the territory and the calendar.**Why now**We are five months into a $24 million equity raise, and the wealth channel carries $3.5 million of it. That is a deliberately conservative number for a channel starting from a standing start — one that assumes eight to twelve allocations, not fifty. The real prize is year two, when the selling agreements are in place and the diligence packages are already sitting in advisors' files.If you have spent your career carrying someone else's quota on someone else's product, this is the version where you build the thing.**What you'll own*** **Territory strategy.** Define and segment the RIA, family office and IBD universe in Texas and the Southeast. Decide who we chase and who we ignore.* **Coverage.** Direct outreach, in-person meetings, lunch-and-learns, and the regional conference calendar. Show up in person; this channel does not close over email.* **Selling agreements and diligence.** Work with internal counsel and our CFO to get us approved on platforms — due diligence questionnaires, track record packages, audited financials, ongoing reporting.* **Allocations.** Own the number. $3.5 million in the first five months, scaling from there.* **Feedback into product.** You will hear what the wealth channel actually wants — minimums, structure, reporting cadence, fee load. We want that back at the deal table, not filtered.**What we're looking for*** **Five to ten years of external wholesaling** for an alternatives sponsor, non-traded REIT, interval fund, DST sponsor, or a comparable platform. Internal wholesalers ready to go external will be considered if the track record supports it.* **$50 million or more personally raised.** In the interview we will ask you to name the last twenty allocations you sourced — the firm, roughly the size, and how the relationship started. Be ready for that conversation.* **An existing, portable book.** RIAs, family offices and IBD reps who will take your call in week one. This is the single most important qualification.* **Series 7 and 63 active, or 22 and 63.** Clean U4. We will run it.* **Comfort selling a sponsor, not just a product.** We are not a household name in the advisor channel yet. Your first job in every meeting is to make Disrupt Equity credible, and only then to talk about a deal.* **Real estate literacy.** You should be able to hold your own on cap rates, debt structure, rent growth assumptions, waterfall mechanics and downside cases with a skeptical CIO in the room.**What success looks like****By day 30 —** territory map complete, target list of 100+ firms built and prioritized, first 20 meetings booked, diligence package gaps identified and assigned.**By day 60 —** 40+ advisor meetings held, first selling agreement in process, first soft circles logged.**By day 90 —** first allocations funded, at least two platform approvals in motion, a defensible forecast for the following two quarters.**By month five —** $3.5 million funded, and a channel that no longer depends on any single relationship.**The honest version of the trade-offs**You should know these before you apply, because they will surface in month two anyway.We are a sponsor with a real portfolio and a real track record, but we are not Blackstone and no advisor is going to allocate to us because of the logo. Every approval will be earned on diligence and on you.We are building the diligence infrastructure in parallel with your outreach. Some of what a mature platform would hand you on day one, you will help build. If you need a fully-loaded shop, this is not it.We pay salary and a discretionary bonus rather than basis points on what you raise. If you are wholesaling today, that will be the first thing you notice. The reasoning is in the compensation note below, and we are not going to pretend it is a small thing — it changes the shape of the year for you.**What you get*** A base that reflects the book, and a discretionary bonus that is actually funded — not a theoretical number* Ownership of a channel rather than a slice of someone else's territory* Direct access to the President and the deal team — you will be in the room where the offerings get shaped* Full benefits, T&E budget, and conference spend**A note on how we pay**We do not pay basis points on funded capital. As an issuer using non-registered personnel, transaction-based compensation would put us outside the SEC's safe harbor under Rule 3a4-1. We have chosen to carry that in fixed cost rather than carry the regulatory risk, and we have set the base high enough that the trade is a real one.We are evaluating registration through a broker-dealer. If we complete it, production-based compensation can be structured properly through that entity and you would be first in that conversation. We are not promising it, and you should not take this seat assuming it.**How to apply**Send your resume and a short note answering one question: **what would you do in your first thirty days here that you were never allowed to do at your last shop?**Process: an initial call with the VP of Capital Formation, a working session with the President on territory strategy, a reference conversation with two advisors from your book, and a final meeting on comp structure. We move in two to three weeks for the right candidate.