Vice President of Sales, Advisor Channel Greater Tampa, FL Area
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About the Role
Greater Tampa, FL Area (On-site - Headquarter location)(Tampa, Florida)
The Company is seeking a VP of Sales for the Advisor Channel with a mission to lead the development and growth of the U.S. advisor distribution channel. The successful candidate will be responsible for building long-term relationships with financial advisors, Registered Investment Advisors (RIAs), broker-dealers, family offices, and other intermediary partners. This role involves driving awareness and distribution of the company's private real estate investment opportunities through a consultative, education-focused approach, and supporting the development of a scalable national capital-raising platform. The VP will also be tasked with expanding the company's presence across various financial intermediary platforms, coordinating platform onboarding, and maintaining a strong understanding of the company's investment strategies and the competitive landscape. Candidates for this position should have a Bachelor's degree in a related field, with a preference for a degree in finance, business, economics, or real estate. A minimum of 7 years' experience in investment distribution, wholesaling, capital raising, or related financial services roles is required, with a strong preference for those with established relationships in the U.S. financial advisor and wealth management community. The ideal candidate will have a proven track record in raising capital or distributing alternative investment products, a strong understanding of private-market investments, and the ability to manage a significant sales pipeline. Strong presentation, communication skills, and the ability to work within a compliance framework are essential. Relevant securities licenses, including Series 7 and Series 63, are strongly preferred.
Functions:
- Sales/Revenue
- Business Development
About the Company
Dynamic real estate investment platform
Industry
Real Estate
Type
Privately Held
employees
1-10
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