Director Wealth Channel

** Director, Wealth Channel
**** Company
* * Disrupt Equity
** Location
* * Houston, TX preferred. Will consider Dallas or Austin for the right book. Expect 30–40% travel.
** Reports to
** VP of Capital Formation
** Type
* * Full-time, W-2
** Openings
* * 1
* * Compensation** $190,000–$225,000 base depending on the depth and portability of the book, plus a discretionary annual bonus of up to 50% of base. Target total cash of $285,000–$340,000 in year one. The bonus is discretionary and determined across a range of factors — platform approvals secured, advisor activation, coverage discipline, and overall firm performance. No part of it is calculated as a percentage of capital raised.
** The short version
** We raise capital well from individuals. We have never systematically raised it from the people who advise them.

This role builds that channel from zero: registered investment advisors, single- and multi-family offices, and independent broker-dealer reps across Texas and the Southeast. Fewer conversations than our retail desk has, each one worth ten to fifty times as much.

We are hiring one person for this, not a team. You will be the channel for the first year, with full ownership of the strategy, the territory and the calendar.
** Why now
** We are five months into a $24 million equity raise, and the wealth channel carries $3.5 million of it. That is a deliberately conservative number for a channel starting from a standing start — one that assumes eight to twelve allocations, not fifty. The real prize is year two, when the selling agreements are in place and the diligence packages are already sitting in advisors' files.

If you have spent your career carrying someone else's quota on someone else's product, this is the version where you build the thing.
** What you'll own**
* ** Territory strategy.
** Define and segment the RIA, family office and IBD universe in Texas and the Southeast. Decide who we chase and who we ignore.
* ** Coverage.
** Direct outreach, in-person meetings, lunch-and-learns, and the regional conference calendar. Show up in person; this channel does not close over email.
* ** Selling agreements and diligence.
** Work with internal counsel and our CFO to get us approved on platforms — due diligence questionnaires, track record packages, audited financials, ongoing reporting.
* ** Allocations.
** Own the number. $3.5 million in the first five months, scaling from there.
* ** Feedback into product.
** You will hear what the wealth channel actually wants — minimums, structure, reporting cadence, fee load. We want that back at the deal table, not filtered.
** What we're looking for**
* ** 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.* **$50 million or more personally raised.
** In the interview we will ask you to name the last twenty allocations you sourced — the firm, roughly the size, and how the relationship started. Be ready for that conversation.
* ** An existing, portable book.
** RIAs, family offices and IBD reps who will take your call in week one. This is the single most important qualification.
* ** Series 7 and 63 active, or 22 and 63.
** Clean U4. We will run it.
* ** Comfort selling a sponsor, not just a product.
** We are not a household name in the advisor channel yet. Your first job in every meeting is to make Disrupt Equity credible, and only then to talk about a deal.
* ** Real estate literacy.
** You should be able to hold your own on cap rates, debt structure, rent growth assumptions, waterfall mechanics and downside cases with a skeptical CIO in the room.
** What success looks like
**** By day 30…