Managing Director, Alternative Investment Distribution
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-10-02
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Finance & Banking
Portfolio & Asset Management, Financial Sales, BD Manager, Capital Markets
Company Overview
Rex is a privately held ecosystem of entrepreneurial ventures led by Peter Rex, spanning real estate private equity, technology, insurance, and AI. We build businesses and investment platforms that generate both exceptional financial returns and meaningful societal impact. At the core of our strategy is investor engagement: attracting aligned capital partners who share our long‑term vision. We are building the most compelling investor‑facing ecosystem in the private markets.
The role offers exposure to a uniquely diverse platform, combining institutional‑quality real estate and high‑growth tech ventures, all aligned under a singular mission‑driven vision.
Our mission is to catalyze human flourishing through stewardship, serving people in all nations. We seek a transcendent impact, second to none, crossing geographies and making a permanent mark on history.
We aim to uplift investors, foster flourishing families, create enduring trust, and contribute to a more beautiful world through our investments, products and services, and new ventures.
Our investments are primarily in real estate, with additional allocations to tech, energy, and alternatives, employing a downside‑protected, long‑term approach to investing. We are grounded in timeless morals and seek to preserve and grow both investor capital and our own.
The OpportunityRex is seeking a Managing Director, Capital Formation to build and lead the firm’s intermediary distribution engine across independent broker‑dealers, hybrid wealth platforms, and tax‑advantaged channels. Rex has built a disciplined multifamily investment platform on conservative underwriting and deep, direct investor relationships. This leader exists to turn that foundation into programmatic capital: durable aqueducts of passive LP equity that flow to Rex offerings deal after deal, rather than capital raised one transaction at a time.
This role is anchored by three core mandates. First, build the distribution infrastructure: retain and manage a managing broker‑dealer, secure third‑party due diligence approvals, and clear home‑office product committees so Rex earns a place on approved sponsor shelves and every subsequent offering moves through expedited review.
Second, activate the selling network: execute selling agreements with independent broker‑dealers and hybrid advisory platforms, architect share class structures that serve both commission‑based representatives and fee‑based advisors through a single desk, and extend Rex’s reach onto alternative investment platforms.
Third, own the tax‑advantaged product pipeline: partner with acquisitions and legal counsel to structure multifamily assets into Delaware Statutory Trusts for 1031 exchange investors, Reg D income funds, and Qualified Opportunity Zone funds that give advisors a home for client gains from business sales, concentrated stock, and other liquidity events. Across all three mandates, this leader wholesales directly to top‑producing representatives and wealth advisors while building a high‑performing internal and external wholesaling bench.
The ideal candidate brings 10+ years of alternative investment distribution experience, established relationships with home‑office due diligence teams and managing broker‑dealers, command of Reg BI and fiduciary dynamics, fluency in 1031, DST, and QOZ mechanics, and active FINRA registrations. They combine principal‑level credibility with the relentless drive of a builder, an architect of systems who protects investor trust with fiduciary discipline and holds their team to uncompromising standards.
Must be missionary to the bone, fully aligned with Rex’s mission and relentless in pursuit of it. Fully remote.
Rex is hiring a Managing…
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