Director of IBD Distribution Services - Remote

Overview

The Director of IBD Distribution Services at WealthForge will lead efforts to distribute alternative investment products through independent broker-dealers, leveraging technology and expertise to enhance client success.

In Short

• Engage with independent broker-dealers to promote WealthForge sponsor clients' products.
• Build relationships with due diligence officers to enhance product discovery.
• Coordinate product rollouts and maximize sales opportunities.
• Create documentation for product features and client profiles.
• Develop marketing collateral for effective communication.
• Utilize CRM for tracking activities with sponsors and broker-dealers.
• Travel regularly for client support and prospecting.

Requirements

• 5+ years of experience in alternative investments with broker-dealers.
• Intermediate knowledge of alternative investment products.
• Understanding of broker-dealer due diligence processes.
• Ability to multi-task and maintain a positive attitude.
• Strong verbal and written communication skills.
• Possession of Series 7 and 63 licenses.
• Bachelor’s degree required.

Benefits

• Competitive salary and sales commission.
• Comprehensive benefits package including retirement plan.
• 100% employer paid medical, dental, and vision coverage.
• Parental leave and paid time off (PTO).
• Flexible remote work options with occasional office visits.