Funds Manager Exchange Fund (Head of Distribution)

Funds Manager Exchange Fund (Head of Distribution)Location: Miami, Florida (preferred) Remote considered with travelEmployment Type: Full-timeCompensation: $150,000 $200,000 base + performance incentives + equityOverviewA 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.Key ResponsibilitiesDistribution Strategy & Capital RaisingDesign 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.Investor Relationships & OnboardingOwn 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.Platform PartnershipsDevelop relationships with alternative investment platforms and distribution channels.Identify and secure partnerships to expand investor access.Product & Go-To-Market CollaborationPartner with leadership on fund positioning, messaging, and go-to-market strategy.Founding-Level ExecutionOperate 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.Required Qualifications5+ 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 officesRegistered Investment Advisors (RIAs)Accredited investorsStrong understanding of: Exchange funds and concentrated stock strategiesTax-efficient diversification structuresSeries 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.Preferred QualificationsExperience with alternative investment platforms or wealth tech ecosystems.Background in venture capital, private equity, or real asset fundraising.Familiarity with: Reg D 506(c) offerings721 / 1031 exchange structuresQualified Opportunity ZonesSeries 7/24 licenses.CFA, CAIA, or CFP designation.Additional RequirementsMust 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.What's OfferedFounding-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.