VP, Strategic Relations — Wealth Management Partnerships

Realized Holdings Inc; Austin (TX); Hybrid; USD 180,000 - 280,000; Full time

Job summary

Realized seeks a Vice President, Strategic Relations to manage home-office relationships with RIAs, broker-dealers, banks and platforms. You will guide relationships from initial conversations through due diligence, approvals, and ongoing adoption, collaborating with Business Solutions to drive advisor production.

The role demands credible diligence discussions, sound judgment, and the ability to build long-term trust with senior decision-makers across partner firms in a hybrid work environment.

Qualifications

• Bachelor's degree required; advanced credentials a plus (CFA/CAIA/CIMA/MBA).
• 7+ years in financial services distribution with senior home-office or national accounts experience.
• Experience leading firms through due diligence, approvals and distribution agreements.
• Strong knowledge of alternative investments, real estate, DSTs, REITs and QOZs.

Responsibilities

• Manage senior relationships with heads of alternatives, investment solutions, due diligence, compliance and operations at partner firms.
• Understand each firm’s business and advisor base to position Realized’s solution.
• Identify internal champions and drive advisor adoption and production.
• Lead due diligence, approvals and agreements and coordinate across teams.
• Represent Realized at meetings and events; maintain CRM records.

Skills

Senior relationship management

Strategic sales

Executive communication

Negotiation

Relationship analytics

Investor/RIAs knowledge

Portfolio construction understanding

Trust-building with executives

Education

Bachelor's degree

CFA

CAIA

CIMA

MBA

Job description

Realized seeks a Vice President, Strategic Relations to manage home-office relationships with RIAs, broker-dealers, banks and platforms. You will guide relationships from initial conversations through due diligence, approvals, and ongoing adoption, collaborating with Business Solutions to drive advisor production.

The role demands credible diligence discussions, sound judgment, and the ability to build long-term trust with senior decision-makers across partner firms in a hybrid work environment.