Vice President, Alternative Investments Distribution – Texas & Oklahoma

Responsibilities: Own and develop theTexas and Oklahoma sales territory, building relationships with both existing and prospective financial advisor clients. Drive adoption ofalternative and private market investment strategiesacross the RIA, independent broker-dealer, regional broker-dealer, and bank/trust channels. Execute a disciplined, consultative sales process focused on understanding advisor needs, portfolio objectives, and client opportunities. Develop strong product knowledge acrossprivate equity, private credit, real estate, hedge funds, and other alternative investment strategies. Conduct regular in-market meetings withfinancial advisors, wealth management firms, centers of influence, and investment managers/GPs. Educate advisors on incorporating alternative investments into client portfolios and positioning private market strategies with end investors. Develop and execute a territory business plan usingCRM data, segmentation, pipeline management, and activity metricsto prioritize opportunities and drive sales. Build long-term client relationships and provide ongoing post-sale support. Partner closely with internal sales, product, investment, marketing, and client service teams.

Qualifications: 8+ years of experiencein alternative investments, private markets, asset management, wealth management, or investment distribution. Meaningful client-facing sales experience as anexternal wholesaler, alternative investments specialist, capital raising professional, client portfolio manager, product specialist, or similar distribution professional. Demonstrated experience selling to one or more of the following channels: Registered Investment Advisors (RIAs) Regional Broker-Dealers Bank / Trust organizations Strong knowledge of alternative investments, including exposure toprivate equity, private credit, real estate, hedge funds, or related private market strategies. Demonstrated successbuilding and managing a sales territory, developing new relationships, and growing assets or revenue. Experience usingCRM systems, sales analytics, and territory datato prioritize prospects and manage a structured sales process. Strong presentation, relationship-building, and consultative selling skills. Ability and willingness to travel regularly throughoutTexas and Oklahoma. Must be based in or nearAustin, Houston, or Dallas/Fort Worth. Series 7 and Series 63 required. CAIA designation preferred; willingness to obtain the designation following hire if not currently held.