VP, Private Wealth Distribution — Robotics Investments

RoboStrategy Advisors; United States; On-site; USD 200,000 - 320,000; Full time

Job summary

RoboStrategy in the United States seeks a Vice President, Private Wealth Distribution to lead the wealth channel across RIAs, family offices, MFOs, and IBD advisor teams. The role focuses on building a steady flow of allocations by leveraging existing relationships and distributing publicly listed funds where applicable.

Reporting to the Chief Commercial Officer and collaborating with the CEO and COO, you will drive outreach, manage follow-up processes, and close opportunities from day one.

Qualifications

• Proven, verifiable record of raising assets through the wealth channel with measurable outcomes.
• Experience distributing funds through wealth channels; 5+ years in wholesaling/private wealth distribution.
• Established relationships across RIAs, family offices, and IBD advisor teams.
• Strong presentation and communication skills for advisor meetings, webinars, and conferences.
• FINRA Series 7 and 63 or ability to obtain; CFA/CIMA a plus.

Responsibilities

• Own the wealth channel across RIAs, family offices, MFOs, and IBD teams.
• Raise from the outset by engaging your network and closing allocations.
• Run committee processes with advisor investment committees and aggregators.
• Convert qualified demand into diligence processes and allocations.
• Represent the strategy at advisor events, webinars, and conferences.
• Operate compliantly with legal and regulatory requirements.

Skills

Asset raising

Distribution experience

Relationships with RIAs/family offices

Presentation skills

FINRA licenses

CIMA/CFA

Robotics interest

Job description

RoboStrategy in the United States seeks a Vice President, Private Wealth Distribution to lead the wealth channel across RIAs, family offices, MFOs, and IBD advisor teams. The role focuses on building a steady flow of allocations by leveraging existing relationships and distributing publicly listed funds where applicable.

Reporting to the Chief Commercial Officer and collaborating with the CEO and COO, you will drive outreach, manage follow-up processes, and close opportunities from day one.