VP, Strategic Relations — Hybrid Partnerships Leader

Realized Holdings; Austin (TX); Hybrid; USD 180,000 - 290,000; Full time

Job summary

Realized seeks a Vice President, Strategic Relations to own home-office relationships with partner firms, from initial conversation through due diligence and agreement, ensuring adoption and production with our solutions.

You will build credibility with senior decision-makers, lead negotiations, and coordinate across investment, compliance, and operations teams to protect and expand these crucial partnerships.

Qualifications

• 7+ years in financial services distribution.
• Experience with RIAs, broker-dealers, banks or platforms.
• Experience leading firms through investment and distribution due diligence, approvals and agreements.
• Knowledge of alternative investments and real estate (DSTs, REITs, QOZs).
• Bachelor’s degree required; CFA/CAIA/MBA a plus.

Responsibilities

• Build and manage senior relationships with heads of alternatives, investment solutions, due diligence, compliance and operations at partner firms.
• Understand each firm’s business, advisor base, client needs and priorities, and position Realized’s solution to fit them.
• Identify and develop internal champions who advocate for Realized within their firms.
• Lead firms through due diligence, approvals and firm agreements with Realized’s teams.
• Manage onboarding so that approved firms are ready for advisor engagement.
• Develop a business plan for each priority firm with goals and measures of advisor adoption and production.
• Represent Realized at home-office meetings and industry conferences; share feedback and market trends with leadership.

Skills

Senior home-office relationships

Strategic/national accounts

Investment due diligence

Negotiation & exec communication

Education

Bachelor’s degree

MBA or CFA/CAIA a plus

Tools

CRM systems

Job description

Realized seeks a Vice President, Strategic Relations to own home-office relationships with partner firms, from initial conversation through due diligence and agreement, ensuring adoption and production with our solutions.

You will build credibility with senior decision-makers, lead negotiations, and coordinate across investment, compliance, and operations teams to protect and expand these crucial partnerships.