Vice President, Strategic Relations

Realized Holdings Inc•Austin, TX

2d•Hybrid

About The Position

The Vice President, Strategic Relations owns Realized’s relationships with the home offices of partner firms, 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, and works with Business Solutions to turn those relationships into sustained advisor adoption and production. The position builds trust with senior decision-makers and brings technical credibility and sound judgment to diligence conversations. It develops senior relationships, coordinates investment, operational and compliance diligence, presents Realized’s investment and operating processes, negotiates agreements, and manages onboarding. The role also creates business plans for priority firms, supports advisor access and adoption, resolves escalated concerns, identifies expansion opportunities, represents Realized in partner and industry settings, and shares market feedback and competitive insight with leadership. Success is measured by firm approvals and onboarding, time to approval, capital flow and investments, relationship retention and depth, diligence outcomes, agreement quality, and partner feedback.

Requirements

7+ years 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 required.

Nice To Haves

1031 exchange experience 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.
Conduct regular relationship and business reviews, including annual planning conversations.
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 ready for advisor engagement, including access, systems, training and points of contact.
Develop business plans for priority firms, with 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 firms’ needs.
Maintain accurate CRM records of relationships, diligence status and agreements.