Vice President, 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

Vice President, Private Wealth Distribution**Join the team at RoboStrategy as Vice President, Private Wealth Distribution****About RoboStrategy**RoboStrategy (Nasdaq: BOT) is on a mission to become the leading public investment vehicle for robotics. We provide investors with access to what we believe are the most transformative companies in robotics, many of which remain private and inaccessible through traditional public markets. RoboStrategy offers strategic, actively managed exposure to the long-term leaders of the category.**Role Overview**We are seeking a Vice President, Private Wealth Distribution to own the wealth channel for RoboStrategy: RIAs, family offices, multi-family offices, and independent broker-dealer advisor teams. The mandate is to build this channel into a consistent source of flows, one firm at a time.The role is a raising mandate from the outset. We are looking for a professional who has distributed fund products through the wealth channel before, brings established, current advisor and family-office relationships, and can engage them within their first weeks. Experience distributing publicly listed funds is strongly preferred; candidates from private funds with directly transferable wealth-channel relationships will also be considered.RoboStrategy trades on Nasdaq, so the advisors and wealth managers you cover can allocate as soon as their process is complete. You will report to the Chief Commercial Officer (CCO) and work closely with the CEO and COO.**What You'll Do*** **Own the wealth channel.** Build and execute a named-account coverage plan across RIAs, family offices, MFOs, and IBD advisor teams.* **Raise from the outset.** Engage your existing network immediately; qualify interest, manage follow-up processes, and close allocations.* **Run committee processes.** Manage structured evaluations with RIA investment committees and aggregators, where a single approval can direct allocations across many client portfolios.* **Convert qualified demand.** Progress advisor meetings generated by the firm's outreach and marketing programs into diligence processes and allocations.* **Represent the strategy.** Present the robotics thesis at advisor events, webinars, and industry conferences.* **Operate compliantly.** Work closely with legal and compliance on communications involving a listed security.**Core Qualifications*** A proven, verifiable record of raising assets through the wealth channel, with specific outcomes you can speak to: flows driven, the firms they came from, and the role you played.* Distribution experience at a fund is required. 5+ years in wholesaling or private wealth distribution at an asset manager or fund platform; publicly listed fund experience strongly preferred.* Established, current relationships across RIAs, family offices, and IBD advisor teams that can be engaged from the start of the mandate.* Fluency in how wealth managers select funds: investment committees, platform menus, model portfolios, and fee dynamics.* Strong presentation and communication skills, with experience leading advisor meetings, webinars, and conference sessions.* FINRA Series 7 and 63 (or ability to obtain promptly); CIMA or CFA a plus.**Ideal Candidate Profile*** Has built or materially scaled a wealth-channel book at another fund and understands what consistent channel production requires.* Effective operating independently within a lean team, and comfortable being measured on flows.* Genuine conviction in robotics and frontier technology.* High judgment and discretion with sensitive information in a regulated, publicly listed context.* Proficient with modern AI tools to extend research, preparation, and coverage capacity.**Logistics****Reports to:** Chief Commercial Officer (CCO), working closely with the CEO and COO.**Location:** Fully remote (U.S.)**Compensation**Range: $150,000-$200,000 + BonusAI disclaimerThis application process may use AI-enabled systems to support candidate evaluation based on factors such as experience, technical skills, and qualifications. All processing is carried out in accordance with applicable data protection, AI governance, and labour laws. Human oversight is maintained at all stages, and final hiring decisions are made by people. Personal data submitted as part of this application is not used to train AI models.