Director Wealth Channel

DISRUPT•Houston, TX

3d•$190,000 - $225,000•Hybrid

About The Position

This role builds the wealth channel from zero, targeting registered investment advisors, single- and multi-family offices, and independent broker-dealer reps across Texas and the Southeast. The individual will have full ownership of the strategy, territory, and calendar for the first year. The company is currently in the midst of a $24 million equity raise, with the wealth channel contributing $3.5 million in the first five months. The role involves defining and segmenting the target universe, direct outreach, in-person meetings, and securing selling agreements and platform approvals. The position requires real estate literacy and the ability to sell the sponsor, not just the product.

Requirements

Five to ten years of external wholesaling for an alternatives sponsor, non-traded REIT, interval fund, DST sponsor, or a comparable platform.
Internal wholesalers ready to go external will be considered if the track record supports it.
Raised $50 million or more personally.
Existing, portable book of RIAs, family offices, and IBD reps who will take your call in week one.
Series 7 and 63 active, or 22 and 63.
Clean U4.
Comfort selling a sponsor, not just a product.
Real estate literacy, including understanding of cap rates, debt structure, rent growth assumptions, waterfall mechanics, and downside cases.

Responsibilities

Define and segment the RIA, family office and IBD universe in Texas and the Southeast.
Decide who to chase and who to ignore within the territory.
Conduct direct outreach, in-person meetings, and lunch-and-learns.
Manage the regional conference calendar.
Work with internal counsel and CFO to get approved on platforms (due diligence questionnaires, track record packages, audited financials, ongoing reporting).
Own the allocation number, scaling from $3.5 million in the first five months.
Provide feedback into product development based on wealth channel needs (minimums, structure, reporting cadence, fee load).