Senior VP, Wholesale Sales — Alt Investments (Remote)

Valiant Funds

Boston (MA)

Remote

USD 180,000 - 260,000

Full time

14 days+

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Job summary

Valiant Funds is seeking an accomplished Vice President of Sales to drive fundraising and expand advisor networks with RIAs, family offices, and broker-dealers. You will lead territory-based wholesaling, presenting opportunities and education on alternative investments.

The role requires strong relationship management, a proven capital-raising track record, and the ability to work remotely within a growth-focused team. Travel to meetings and events is expected.

Qualifications

  • 5+ years of wholesaling experience in alternative investment products or private placements.
  • FINRA Series 7 and Series 63 licenses preferred.
  • Strong understanding of advisor distribution channels.
  • Existing relationships with registered representatives and RIAs required.
  • Excellent communication, presentation, and interpersonal skills.
  • Entrepreneurial mindset with strong self-management abilities.

Responsibilities

  • Develop and execute strategic territory and business development plans to drive fundraising and advisor engagement.
  • Build and maintain relationships with financial advisors, RIAs, broker-dealers, and family offices.
  • Present investment opportunities, market updates, and portfolio strategies to advisor networks.
  • Educate advisors on alternative investment solutions and diversification strategies.
  • Conduct virtual and in-person meetings, presentations, and networking events to expand distribution channels.
  • Identify new business opportunities and cultivate long-term strategic partnerships.
  • Maintain CRM records, pipeline reporting, and sales activity tracking.
  • Represent Valiant Funds at conferences, industry events, and networking opportunities.

Skills

Wholesaling
Relationship management
Business development
Communication skills
Entrepreneurial mindset

Education

Bachelor's degree in Finance/Business/Marketing

Tools

CRM platforms

Job description

Valiant Funds is seeking an accomplished Vice President of Sales to drive fundraising and expand advisor networks with RIAs, family offices, and broker-dealers. You will lead territory-based wholesaling, presenting opportunities and education on alternative investments.

The role requires strong relationship management, a proven capital-raising track record, and the ability to work remotely within a growth-focused team. Travel to meetings and events is expected.

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