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Open nowPosted 60 days ago

Vice President, Private Wealth Distribution

RoboStrategy16 open roles

Pay
$150,000 – $200,000 a year
Where
Remote
Work mode
Remote
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Your applicationOpen nowVice President, Private Wealth DistributionRoboStrategy · Remote

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The clock on this job

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Share of postings closed within
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  2. 4.5%3 days
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  4. 19.3%14 days
  5. 35.6%30 days
  6. 57.8%60 days
This job: posted 60 days ago

The posting

Join the team at RoboStrategy as Vice President, Private Wealth Distribution

About RoboStrategy

RoboStrategy (Nasdaq: BOT) is on a mission to become the leading public investment vehicle for robotics. We provide investors with access to what we believe are the most transformative companies in robotics, many of which remain private and inaccessible through traditional public markets. RoboStrategy offers strategic, actively managed exposure to the long-term leaders of the category.

More about us: www.robostrategy.co

Role Overview

We are seeking a Vice President, Private Wealth Distribution to own the wealth channel for RoboStrategy: RIAs, family offices, multi-family offices, and independent broker-dealer advisor teams. The mandate is to build this channel into a consistent source of flows, one firm at a time.

The role is a raising mandate from the outset. We are looking for a professional who has distributed fund products through the wealth channel before, brings established, current advisor and family-office relationships, and can engage them within their first weeks. Experience distributing publicly listed funds is strongly preferred; candidates from private funds with directly transferable wealth-channel relationships will also be considered.

RoboStrategy trades on Nasdaq, so the advisors and wealth managers you cover can allocate as soon as their process is complete. You will report to the Chief Commercial Officer (CCO) and work closely with the CEO and COO.

What You’ll Do

  • Own the wealth channel. Build and execute a named-account coverage plan across RIAs, family offices, MFOs, and IBD advisor teams.
  • Raise from the outset. Engage your existing network immediately; qualify interest, manage follow-up processes, and close allocations.
  • Run committee processes. Manage structured evaluations with RIA investment committees and aggregators, where a single approval can direct allocations across many client portfolios.
  • Convert qualified demand. Progress advisor meetings generated by the firm’s outreach and marketing programs into diligence processes and allocations.
  • Represent the strategy. Present the robotics thesis at advisor events, webinars, and industry conferences.
  • Operate compliantly. Work closely with legal and compliance on communications involving a listed security.

Core Qualifications

  • A proven, verifiable record of raising assets through the wealth channel, with specific outcomes you can speak to: flows driven, the firms they came from, and the role you played.
  • Distribution experience at a fund is required. 5+ years in wholesaling or private wealth distribution at an asset manager or fund platform; publicly listed fund experience strongly preferred.
  • Established, current relationships across RIAs, family offices, and IBD advisor teams that can be engaged from the start of the mandate.
  • Fluency in how wealth managers select funds: investment committees, platform menus, model portfolios, and fee dynamics.
  • Strong presentation and communication skills, with experience leading advisor meetings, webinars, and conference sessions.
  • FINRA Series 7 and 63 (or ability to obtain promptly); CIMA or CFA a plus.

Ideal Candidate Profile

  • Has built or materially scaled a wealth-channel book at another fund and understands what consistent channel production requires.
  • Effective operating independently within a lean team, and comfortable being measured on flows.
  • Genuine conviction in robotics and frontier technology.
  • High judgment and discretion with sensitive information in a regulated, publicly listed context.
  • Proficient with modern AI tools to extend research, preparation, and coverage capacity.

Logistics

Reports to: Chief Commercial Officer (CCO), working closely with the CEO and COO.

Location: Fully remote (U.S.)

Compensation

Range: $150,000-$200,000 + Bonus

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