Head of Distribution

Location:
Miami, Florida (preferred)
Remote considered with travel

Employment Type:
Full-time

Compensation:
Up to $300,000 base salary + performance incentives + equity

Overview

A fast-growing, early-stage investment platform is seeking a Head of Distribution to build and scale the investor distribution engine for a tax-efficient exchange fund focused on concentrated equity diversification.

This is a founding-level role responsible for driving capital formation, developing strategic investor relationships, and growing assets under management (AUM). The ideal candidate is a proven capital raiser with direct experience working with family offices, RIAs, and accredited investors, and a strong understanding of exchange fund structures and tax-efficient diversification strategies.

Key Responsibilities

Distribution Strategy & Capital Raising

Design and execute the exchange fund distribution strategy from the ground up.
Build and activate relationships with family offices, RIAs, and accredited investors.
Drive capital inflows and directly contribute to AUM growth.
Develop pipeline strategy, advisor segmentation, and investor acquisition channels.

Investor Relationships & Onboarding

Own the investor lifecycle from initial outreach through allocation and onboarding.
Present the exchange fund structure and value proposition to sophisticated investors.
Support investor onboarding and ongoing engagement.

Platform Partnerships

Develop relationships with alternative investment platforms and distribution channels.
Identify and secure partnerships to expand investor access.

Product & Go-To-Market Collaboration

Partner with leadership on fund positioning, messaging, and go-to-market strategy.

Founding-Level Execution

Operate with high autonomy in a startup environment.
Develop and present a 90-day execution plan, including pipeline strategy and allocation targets.
Contribute to broader business growth initiatives.

Required Qualifications

5+ years of experience in wealth management, alternative investments, institutional fundraising, or investor distribution.
Proven track record of personally raising capital (not solely as part of a team effort).
Existing, activatable network of:
- Family Offices
- Registered Investment Advisors (RIAs)
- Accredited Investors
Strong understanding of:
- Exchange funds
- Concentrated stock strategies
- Tax-efficient diversification structures
Excellent communication, relationship-building, and closing skills.
Ability to operate independently in a fast-paced, entrepreneurial environment.

Preferred Qualifications

Series 65 license.
Experience with alternative investment platforms or wealth-tech ecosystems.
Background in venture capital, private equity, or real asset fundraising.
Familiarity with:
- Reg D 506(c) offerings
- 721 / 1031 exchange structures
- Qualified Opportunity Zones
Series 7 and/or Series 24 licenses.
CFA, CAIA, or CFP designation.

Additional Requirements

Miami, FL location is preferred but not required.
Comfortable with frequent travel for investor meetings, conferences, and relationship-building activities.
Ability to develop and present a clear 90-day distribution and fundraising plan.

What’s Offered

Founding-level role with direct impact on fund growth and AUM expansion.
Base salary up to $300,000.
Performance-based compensation tied to fundraising success and AUM growth.
Meaningful equity participation.
High-autonomy, entrepreneurial environment with significant upside potential.