Director, Sales & Distribution

Emery Partners is hiring a dedicated distribution professional to build and manage the firm's sales and distribution function. You will own the path from first contact to funded investor for Emery Partners’ registered fund (EPICX), private fund series (EPAS), and OCIO/Advisory program, working directly with the firm's partners. You will have an opportunity to design the sales process, own the CRM and pipeline, develop and maintain marketing materials, and become a face of the firm to RIAs, family offices, and existing investors.

• Design and document the firm's end-to-end distribution process: target segmentation, outreach cadence, meeting-to-diligence, platform onboarding, and close.
• Define pipeline stages, conversion metrics, and reporting to the partners.
• Identify and prioritize channels: primarily independent RIAs, multi-family and single-family offices, consultants, and wealth platforms.

• Source, qualify, and work a pipeline of RIA and family office prospects
• Run outbound campaigns and coordinate meetings.
• Prepare prospects for partner-led diligence meetings, and drive follow-up through to allocation. Eventually lead initial discovery meetings.
• Represent the firm at industry conferences and RIA events.

• Own the firm's CRM: data hygiene, contact and account structure, activity logging, pipeline and campaign tracking. Maintain dashboards.

• Maintain pitch decks, fact sheets, one-pagers, DDQs, and quarterly commentary.
• Coordinate monthly and quarterly data refreshes with fund operations.
• Build prospect-specific comparisons against competing funds.

• Serve as a primary contact for existing investors and their advisors.
• Assist with investor onboarding.

• 5–10 years in asset management distribution, with time as an internal wholesaler, crossover or IR associate at an established manager.
• Direct experience with a structured institutional or intermediary sales process: territory planning, pipeline discipline, consultant, and platform due diligence.
• Strong network among RIAs and familiarity with how they research, approve and allocate to alternatives.
• Working command of a CRM system.
• Strong written and verbal communication; able to explain a credit strategy clearly to an advisor in a 30-minute meeting.
• Self-directed, results-oriented and entrepreneurial: comfortable without a large support team, defining your own priorities and building from a blank page.

• Experience distributing private markets or private credit products, especially interval funds, tender offer funds, BDCs, or private LPs.
• Familiarity with family offices, OCIOs, or consultant channels.
• FINRA Series 7 or 6 and Series 63 (or willingness to obtain them promptly).
• Working knowledge of the SEC Marketing Rule and FINRA communications rules.
• Proficiency in Excel and PowerPoint; comfort maintaining data-heavy materials.

Emery Partners LLC is a Boston-based, SEC-registered investment adviser firm focused on sourcing, structuring, and allocating to private markets strategies on behalf of institutions, RIAs, and family offices. Emery Partners Income Credit Strategies Fund (EPICX) is a 1940 Act-registered closed-end tender offer fund investing across specialty finance strategies.

Base $110,000–$140,000, based on experience

Bonus Discretionary annual bonus tied to individual and firm objectives

Engagement Independent contractor initially, with opportunity to convert to full-time employment

Location Remote/Boston-based; periodic travel for meetings and conferences