Wealth Channel Director: Build Regional Advisor Network

Disrupt Equity LLC; Houston (TX); Hybrid; USD 190,000 - 225,000; Full time

Benefits offered by this job

Full benefits

T&E budget

Conference spend

Job summary

Disrupt Equity in Houston, TX seeks a Director, Wealth Channel to build and own a new advisor channel for real estate and related platforms. You will lead territory strategy, direct outreach, and develop selling agreements with internal teams, aiming to fund early allocations and establish durable advisor relationships.

This role requires 5–10 years external wholesaling, a $50M+ personal track record, and a portable book.

Qualifications

• Five to ten years of external wholesaling for an alternatives sponsor or similar platform.
• $50M+ personally raised; transferable book preferred.
• Existing portable book with RIAs, family offices and IBD reps.
• Series 7 and 63 active (or 22/63); U4 clean.
• Comfort selling a sponsor rather than a product; real estate literacy required.

Responsibilities

• Territory strategy: define/segment RIA, family office, and IBD universe in Texas and the Southeast.
• Coverage: direct outreach, in-person meetings, lunches, and conference calendar; meet in person.
• Selling agreements: work with internal counsel/CFO to get platform approvals (due diligence, track records).
• Allocations: own the number; target $3.5M in early months and scale.
• Feedback into product: relay wealth-channel needs (minimums, structure, cadence, fees).

Skills

External wholesaling

Series 7/63

Portable book

Relationship building

Fundraising track record

Job description

Disrupt Equity in Houston, TX seeks a Director, Wealth Channel to build and own a new advisor channel for real estate and related platforms. You will lead territory strategy, direct outreach, and develop selling agreements with internal teams, aiming to fund early allocations and establish durable advisor relationships.

This role requires 5–10 years external wholesaling, a $50M+ personal track record, and a portable book.