Vice President, Strategic Relations

Realized Holdings•Austin, TX

3d•Hybrid

About The Position

Realized helps wealth-management firms and their advisors guide clients transitioning investment property into portfolios built around their goals. Its services include specialist planning, portfolio construction, exchange execution, and ongoing monitoring. The Vice President, Strategic Relations owns Realized’s relationships with partner-firm home offices, including RIAs and RIA aggregators, broker-dealers, banks and trust companies, and platforms. The role leads firms from initial conversations through due diligence, approval, and agreement, then works with Business Solutions to support sustained advisor adoption and production. Success calls for technical credibility in diligence conversations, sound judgment, and the ability to build lasting trust with senior decision-makers.

Requirements

At least 7 years of experience in financial services distribution, including senior home-office, strategic, or national-accounts relationships with RIAs, broker-dealers, banks, or platforms.
Demonstrated success converting home-office approvals and strategic relationships into measurable advisor adoption and production.
Direct experience leading firms through investment and operational due diligence, approvals, and distribution or service agreements.
Knowledge of alternative investments, real estate, and real estate securities, including DSTs, REITs, and QOZs.
Understanding of portfolio construction, risk measurement, and the advisory business model.
Strong negotiation, executive communication, and presentation skills.
Sound judgment and interpersonal skills to build long-term trust with senior decision-makers.
Bachelor’s degree.

Nice To Haves

1031 exchange experience is strongly preferred.
CFA, CAIA, CIMA, or MBA.

Responsibilities

Build and manage senior relationships with heads of alternatives, investment solutions, advanced planning, due diligence, compliance, and operations at partner and prospective firms.
Understand each firm’s business, advisor base, client needs, and priorities, and position Realized’s solution accordingly.
Identify and develop internal champions who advocate for Realized within their firms.
Hold regular relationship and business reviews, including annual planning conversations, to align firm goals with Realized’s support.
Lead firms through investment, operational, and compliance due diligence, coordinating Realized’s investment, compliance, legal, and operations teams.
Present Realized’s investment process, risk methodology, portfolio construction, and operating model to research and diligence professionals.
Negotiate and manage firm agreements and relationship terms in partnership with leadership, legal, and compliance.
Manage onboarding so approved firms are prepared for advisor engagement, including access, systems, training, and points of contact.
Develop a business plan for each priority firm, including goals, key contacts, initiatives, and measures of advisor adoption and firm-level production.
Partner with Business Solutions Consultants to open access to advisors and drive adoption within each firm.
Resolve escalated concerns and protect partner relationships when issues arise.
Identify opportunities to expand relationships, including new divisions, programs, and integrations.
Represent Realized at home-office meetings, due diligence sessions, partner-firm events, and industry conferences.
Share partner-firm feedback, competitive intelligence, and market trends with leadership.
Contribute to positioning, pricing, and terms based on partner-firm needs.
Maintain accurate CRM records of relationships, diligence status, and agreements.