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Larson Financial Holdings

Head of Distribution

Business Development & PartnershipsConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A record of raising capital in alternative investments, ideally real estate or other private markets, with specific investors and amounts that can be documented.
  • Established relationships with RIAs, family offices, and/or broker-dealers that can be credibly engaged.
  • Experience selling to fiduciary investors who use formal diligence and approval processes.
  • A track record of building a program, channel, or team.
  • Appropriate FINRA registrations, or the ability to obtain them, typically Series 7 and 63, with other registrations possible, and a clean regulatory record.

Responsibilities

  • Build the foundation for outside investors with Product, Legal, Compliance, and Operations teams, including diligence materials, reviewed marketing collateral, subscription and onboarding processes, platform applications, and allocation policy.
  • Open and grow relationships with RIAs and family offices, develop centers of influence, and establish selling agreements with broker-dealers.
  • Recruit, hire, and lead the first wholesalers and internal sales support, and design how the team grows.
  • Work with Larson Financial Group leadership so the new channel and the existing advisor network complement each other.
  • Track pipeline, approvals, investor retention, and the cost of raising capital, and report results to senior leadership.

Desired Qualifications

  • Experience managing sales professionals is strongly preferred.
  • Familiarity with development, Opportunity Zone, or 1031/DST real estate is a plus.

About the Company

Company size
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Company stage
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Total funding
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Headquarters
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Founded
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