Remote VP, Private Wealth Distribution

Deel; United States; Remote; USD 150,000 - 200,000; Full time

Job summary

RoboStrategy seeks a Vice President of Private Wealth Distribution to own and grow the wealth channel across RIAs, family offices, and IBD advisor teams. You will drive allocations and close investments with established relationships, while navigating committee and diligence processes.

Ideal candidates have 5+ years in private wealth distribution, fund experience, and fluency in wealth-manager decision processes; FINRA 7/63 and CFA/CIMA credentials are a plus.

Qualifications

• Proven track record raising assets through wealth channels with measurable outcomes.
• Distribution experience at a fund is required (5+ years in wholesaling/private wealth).
• Established relationships across RIAs, family offices, and IBD teams.
• Fluency in how wealth managers select funds: investment committees, platform menus, model portfolios, fees.

Responsibilities

• Own the wealth channel across RIAs, family offices, and IBD teams.
• Raise assets from the outset using existing networks and close allocations.
• Run investment/advisor committee processes and diligence for allocations.
• Convert demand into allocations and represent the strategy at events.
• Operate compliantly with legal and regulatory requirements.

Skills

Wealth distribution

RIA relationships

Family offices

Investment committee

Public speaking

Regulatory compliance

AI tools

Education

FINRA Series 7

FINRA Series 63

CIMA or CFA

Tools

AI tooling

Job description

RoboStrategy seeks a Vice President of Private Wealth Distribution to own and grow the wealth channel across RIAs, family offices, and IBD advisor teams. You will drive allocations and close investments with established relationships, while navigating committee and diligence processes.

Ideal candidates have 5+ years in private wealth distribution, fund experience, and fluency in wealth-manager decision processes; FINRA 7/63 and CFA/CIMA credentials are a plus.