Head of Distribution

Funds Manager – Exchange Fund (Head of Distribution)

Location:

Miami, Florida (preferred) Remote considered with travel

Employment Type:

Full-time

Compensation: $150,000 – $200,000 base + performance incentives + equity

A fast-growing, early-stage investment platform is seeking a Funds Manager – Exchange Fund (Head of Distribution) to build and scale the investor distribution engine for a tax-efficient exchange fund focused on concentrated equity diversification.

This is a founding-level role responsible for driving capital formation, developing strategic investor relationships, and growing assets under management (AUM). The ideal candidate is a proven capital raiser with direct experience working with family offices, RIAs, and accredited investors, and a strong understanding of exchange fund structures and tax-efficient strategies.

• Design and execute the exchange fund distribution strategy from the ground up.
• Build and activate relationships with family offices, RIAs, and accredited investors.
• Drive capital inflows and directly contribute to AUM growth.
• Develop pipeline strategy, advisor segmentation, and investor acquisition channels.

• Own the investor lifecycle from initial outreach through allocation and onboarding.
• Present the exchange fund structure and value proposition to sophisticated investors.
• Support investor onboarding and ongoing engagement.

• Develop relationships with alternative investment platforms and distribution channels.
• Identify and secure partnerships to expand investor access.

• Partner with leadership on fund positioning, messaging, and go-to-market strategy.

• Operate with high autonomy in a startup environment.
• Develop and present a 90-day execution plan, including pipeline strategy and allocation targets.
• Contribute to broader business growth initiatives.

• 5+ years of experience in wealth management, alternative investments, or institutional fundraising.
• Proven track record of personally raising capital (not team-based).
• Existing, activatable network of:
• Family offices
• Registered Investment Advisors (RIAs)
• Accredited investors
• Strong understanding of:
• Exchange funds and concentrated stock strategies
• Tax-efficient diversification structures
• Series 65 license required (or ability to obtain quickly).
• Strong communication, relationship-building, and closing skills.
• Ability to operate independently in a fast-paced, ambiguous environment.

• Experience with alternative investment platforms or wealth tech ecosystems.
• Background in venture capital, private equity, or real asset fundraising.
• Familiarity with:
• Reg D 506(c) offerings
• 721 / 1031 exchange structures
• Qualified Opportunity Zones
• Series 7/24 licenses.
• CFA, CAIA, or CFP designation.

• Must be based in or willing to relocate to Miami, Florida.
• Comfortable with frequent travel for investor meetings and conferences.
• Must be able to present a clear 90-day distribution plan.

• Founding-level role with direct impact on fund growth.
• Competitive base salary ($150K–$200K).
• Performance-based compensation tied to AUM growth.
• Meaningful equity participation.
• High-autonomy, entrepreneurial environment.