Vice President of Sales

Valiant Funds • Boston, MA

2d • Remote

About The Position

Valiant Funds is seeking an accomplished wholesaler to support the continued growth of our investment platform as Vice President of Sales. Experience in oil and gas and other tax-advantaged products is preferred. This role requires territory-based wholesaling, while partnering with and educating Financial Professionals and RIAs who serve accredited investors. The ideal candidate brings deep alternative investment experience, a proven record of capital raising ability, and the ability to work collaboratively within a growing team.

This role is responsible for driving the sale of Valiant’s offerings to financial advisors, RIAs, broker-dealers, and family offices. This role is ideal for a motivated professional with experience in alternative investments, advisor distribution, and business development, who thrives in a growth-oriented, entrepreneurial environment.

Requirements

• 5+ years of experience in wholesaling for alternative investment products, tax advantaged products, or private placements required
• Strong understanding of alternative investment products and advisor distribution channels
• Existing relationships with registered representatives and RIAs required
• Proven success in business development and relationship management
• Excellent communication, presentation, and interpersonal skills
• Entrepreneurial mindset with strong self-management abilities
• Ability to work independently within a remote environment
• Willingness to travel as needed for advisor meetings, conferences, and events

Nice To Haves

• Experience in oil and gas and other tax-advantaged products is preferred.
• FINRA Series 7 and Series 63 licenses preferred
• Bachelor’s degree in Finance, Business, Marketing, or related field preferred
• Knowledge of CRM platforms and investor relationship management systems (preferred).
• Familiarity with portfolio diversification and alternative asset strategies (preferred)

Responsibilities

• Develop and execute strategic territory and business development plans to drive fundraising and advisor engagement
• Build and maintain relationships with financial advisors, RIAs, broker-dealers, and family offices
• Present investment opportunities, market updates, and portfolio strategies to prospective advisor networks
• Educate advisors on alternative investment solutions, portfolio diversification strategies, and fund offerings
• Conduct virtual and in-person meetings, presentations, and networking events to expand distribution channels
• Identify new business opportunities and cultivate long-term strategic partnerships
• Maintain consistent communication with advisors and referral partners throughout the sales process
• Collaborate with internal leadership, operations, and compliance teams to support advisor onboarding and relationship management
• Maintain accurate CRM records, pipeline reporting, and sales activity tracking
• Represent Valiant Funds at conferences, industry events, and networking opportunities

Benefits

• Competitive compensation structure with performance-driven incentives
• Flexible remote work environment
• Access to leadership support, operational infrastructure, and marketing resources
• Opportunity to collaborate with experienced professionals in the alternative investment industry

What This Job Offers

• Job Type: Full-time
• Career Level: Senior