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Vice President, Private Wealth Group (RIA & Family Office)
Coatesville, PAApril 1st, 2026
Vice President, Private Wealth Group (RIA & Family Office)About the CompanyCommunity-focused real estate investment firm (REIT)Industry
Financial ServicesType
Privately HeldFounded
1994Employees
501-1000CategoriesConsulting & Professional Services
Financial Services
Finance
Hollywood
REIT
Asset Management
Commercial Real Estate
Property Development
Property ManagementSpecialtiesreal estate
infrastructure
financial services
commercial real estate
development
reit
net-lease real estate
diversity
community-focused
lending
professional people
institutional
professional development
asset management
property management
urban
repositioning
creditworthy tenants
investor-focused
and shareholder-focusedAbout the RoleThe Company is seeking a Vice President for its Private Wealth Group, RIA/FO Channel in the Central Region. The successful candidate will be responsible for supporting the company's fundraising campaigns across its platform of real estate, infrastructure, and debt offerings. This role involves articulating the company's investment strategy, developing and maintaining relationships with a focus on large RIA firms and family offices, and managing a territory to achieve product sales objectives. The VP will also be expected to leverage strong presentation skills, industry expertise, and strategic messaging to enhance the experience for RIA advisors and their clients. Collaboration, mentoring, and participation in industry events are also key aspects of the position.Candidates for the Vice President role should have a Bachelor’s degree in business, finance, or a related field, with an MBA preferred. A minimum of 5-10 years' of regional sales experience, particularly in the alternative investments space, is required. The role demands a professional with deep relationships in the large RIA and family office sector, a thorough understanding of deliverable platforms, and mastery of the aggregator space for the RIA channel. The ideal candidate will possess excellent communication, organizational, and presentation skills, and be naturally collaborative with a strong drive for team success. A high level of energy, discipline, and self-motivation, as well as the ability to work under pressure and manage multiple responsibilities, are essential. Integrity, a commitment to self-development, and the ability to operate with a balance of IQ and EQ are also key attributes for the role.Hiring Manager Title
1st VP, Western Divisional SalesTravel Percent
60%FunctionsGeneral Management
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