VP Sales- Advisor Channel

Draxord•Tampa, FL
•$120,000 - $160,000•Remote

About The Position

Lead the development and growth of Draxord's U.S. advisor distribution channel by building long-term relationships with financial advisors, Registered Investment Advisors (RIAs), broker-dealers, family offices and other intermediary partners. Drive awareness and distribution of Draxord's private real estate investment opportunities through a consultative, education-focused approach while supporting the development of a scalable national capital-raising platform.

Requirements

  • Bachelor's degree in finance, business, economics, real estate or a related field preferred.
  • Seven or more years of progressively responsible experience in investment distribution, wholesaling, capital raising, alternative investments, asset management or related financial-services roles preferred.
  • Established relationships within the U.S. financial advisor, IRA, broker-dealer or wealth-management community strongly preferred.
  • Demonstrated experience raising capital or distributing alternative investment products through financial advisors and intermediary channels.
  • Strong understanding of private-market investments, including private real estate, private equity or other alternative asset classes.
  • Demonstrated ability to develop new relationships, manage a significant sales pipeline and convert relationships into long-term capital partnerships.
  • Strong presentation and communication skills with the ability to explain complex investment strategies clearly and effectively.
  • Experience working with advisor platform onboarding, investment due diligence and home-office relationships preferred.
  • Strong CRM discipline and ability to manage a national pipeline of advisor relationships and opportunities.
  • Relevant securities licenses, including Series 7 and Series 63 or equivalent, strongly preferred where applicable to the role and Draxord's distribution structure.
  • Ability and willingness to travel frequently throughout the United States for advisor meetings, conferences, platform meetings and other business-development activities.

Responsibilities

  • Develop and execute Draxord's business development strategy across the U.S. financial advisor and intermediary channels.
  • Build and nurture relationships with financial advisors, RIAs, broker-dealers, family offices and other qualified distribution partners.
  • Identify prospective advisors and firms whose clients may be appropriate for Draxord's private real estate investment opportunities.
  • Establish and maintain a disciplined pipeline of prospective advisor relationships, investment opportunities and capital commitments.
  • Conduct proactive outbound business development through calls, meetings, conferences, industry events and advisor introductions.
  • Present Draxord's investment strategy, portfolio, track record and individual investment opportunities to advisors and intermediary partners.
  • Develop long-term relationships based on education, consistency, transparency and a strong understanding of advisor and client objectives.
  • Support advisors throughout their evaluation and investment process and coordinate appropriate follow-up with Draxord's Capital Markets and Investor Relations teams.
  • Maintain accurate and timely activity, pipeline and relationship information within Draxord's CRM.
  • Prepare and present weekly business development and capital-raising reports to executive management.
  • Expand Draxord's presence across IRA, broker-dealer and other financial intermediary platforms throughout the United States.
  • Identify firms and platforms that provide scalable access to networks of financial advisors and accredited investors.
  • Develop relationships with home offices, due diligence teams, alternative investment groups and key decision-makers within advisor platforms.
  • Coordinate platform onboarding, due diligence and information requests with Draxord's executive, legal, compliance, finance and investment teams.
  • Support the preparation and delivery of investment presentations, due diligence materials, offering information and advisor education materials.
  • Maintain a strong understanding of Draxord's investment strategies, multifamily portfolio, underwriting philosophy, value-creation strategy and current investment opportunities.
  • Understand the competitive alternative investment landscape and communicate Draxord's positioning effectively to advisors and distribution partners.
  • Represent Draxord at industry conferences, advisor meetings, educational events and other business development activities across the United States.
  • Work closely with executive management to identify strategic distribution partnerships capable of generating meaningful and recurring capital relationships.
  • Develop a repeatable and scalable process for generating capital through the financial advisor channel.
  • Build a national network of productive advisor and intermediary relationships capable of supporting Draxord's long-term capital requirements.
  • Maintain regular communication with existing and prospective distribution partners regarding Draxord, current investment opportunities and future offerings.
  • Understand each advisor's business model, client base, investment criteria and alternative investment allocation strategy.
  • Coordinate with Investor Relations to ensure advisors and investors receive accurate, timely and professional information throughout the investment lifecycle.
  • Identify opportunities to deepen existing relationships and increase recurring participation across multiple Draxord investments.
  • Provide executive management with market intelligence, advisor feedback and competitive insights that may influence Draxord's investment products and distribution strategy.
  • Conduct all business development and capital-raising activities within Draxord's approved compliance framework and applicable securities regulations.

Benefits

  • Annual performance bonus
  • Incentive compensation
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