Vice President of Sales

Valiant Funds; Boston (MA); On-site; USD 180,000 - 260,000; Full time

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

Vice President of Sales

Valiant Funds

About Valiant Funds

Valiant Funds is an investment platform focused on delivering alternative investment opportunities and diversified portfolio solutions designed to help investors pursue long-term growth, income generation, tax mitigation, and portfolio diversification. The firm works with financial professionals and investors seeking access to alternative strategies beyond traditional equity and fixed‑income markets.

Valiant Funds is seeking an accomplished wholesaler to support the continued growth of our investment platform as Vice President of Sales. Experience in oil and gas and other tax‑advantaged products is preferred. This role requires territory‑based wholesaling, while partnering with and educating financial professionals and RIAs who serve accredited investors. The ideal candidate brings deep alternative investment experience, a proven record of capital‑raising ability, and the ability to work collaboratively within a growing team.

Position Summary

This role is responsible for driving the sale of Valiant’s offerings to financial advisors, RIAs, broker‑dealers, and family offices.

This role is ideal for a motivated professional with experience in alternative investments, advisor distribution, and business development, who thrives in a growth‑oriented, entrepreneurial environment.

Key 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 prospective advisor networks
• Educate advisors on alternative investment solutions, portfolio diversification strategies, and fund offerings
• 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 consistent communication with advisors and referral partners throughout the sales process
• Collaborate with internal leadership, operations, and compliance teams to support advisor onboarding and relationship management
• Maintain accurate CRM records, pipeline reporting, and sales activity tracking
• Represent Valiant Funds at conferences, industry events, and networking opportunities

Qualifications

• FINRA Series 7 and Series 63 licenses preferred
• Bachelor’s degree in Finance, Business, Marketing, or related field preferred
• 5+ years of experience in wholesaling for alternative investment products, tax‑advantaged products, or private placements required
• Strong understanding of alternative investment products and advisor distribution channels
• Existing relationships with registered representatives and RIAs required
• Proven success in business development and relationship management
• Excellent communication, presentation, and interpersonal skills
• Entrepreneurial mindset with strong self‑management abilities
• Knowledge of CRM platforms and investor relationship management systems (preferred). Familiarity with portfolio diversification and alternative asset strategies (preferred)
• Ability to work independently within a remote environment
• Willingness to travel as needed for advisor meetings, conferences, and events

What We Offer

• Entrepreneurial growth opportunity within an expanding investment platform
• Competitive compensation structure with performance‑driven incentives
• Flexible remote work environment
• Access to leadership support, operational infrastructure, and marketing resources
• Opportunity to collaborate with experienced professionals in the alternative investment industry
• Growth‑focused and relationship‑driven culture

Who You Are

• A proactive relationship‑builder who thrives on developing strategic partnerships
• A confident communicator who is comfortable presenting investment opportunities to registered representatives and RIAs
• A self‑starter with a strong business development mindset
• A professional seeking long‑term growth within the alternative investment space
• A collaborative individual who values integrity, performance, and client relationships

Join Valiant Funds

If you are seeking an opportunity to grow within the alternative investment industry while building meaningful relationships with advisors and investors, we encourage you to apply for confidential consideration.

For more information, visit:

Valiant Funds