About the role
- Build and scale a new product across multiple channels, targeting $1B in AUM inflows within a year.
- Build and lead a national sales team, with a focus on recruiting, training, and cultivating a performance-driven culture.
- Develop sales enablement tools—playbooks, collateral, and education—to support advisor-led growth.
- Develop KPIs and success metrics for pipeline, conversion, and channel productivity; report to leadership and the Board.
- Shape and execute brand and marketing strategies in coordination with marketing lead across media, distribution partners, and direct channels.
Requirements
- 10+ years in asset-management distribution, including placing registered interval/tender-offer in retail channels.
- Deep relationships across RIAs/IBDs/aggregators; experience negotiating platform economics.
- Strong command of FINRA/1940-Act/Securities Act distribution rules and compliance workflows.
- Data-driven operator who can build repeatable playbooks and dashboards.
- Startup/operating experience with a lean team is a plus.
- None specified
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Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
sales enablement toolsKPI developmentsuccess metricsdata-driven decision makingplaybook creationdashboard development
Soft skills
leadershiprecruitingtrainingperformance-driven culturenegotiation