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Vice President, Private Wealth Distribution

L7

robostrategy advisorsColumbia, MO17 days ago

Occupations

Investment Fund ManagersPersonal Financial AdvisorsRobotics Engineers

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Join the team at RoboStrategy as Vice President, Private Wealth Distribution About Robo StrategyRoboStrategy (Nasdaq: BOT) is on a mission to become the leading public investment vehicle for the robotics revolution. We provide investors with access to the most transformative companies in robotics, many of which remain private and inaccessible through traditional public markets. RoboStrategy is designed to meet surging global demand for exposure to this rapidly advancing category, while offering strategic, actively managed access to long-term industry leaders. RoboStrategy is managed by FP Strategies, its investment advisor. This position is employed by FP Strategies. More about us: 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.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

ManagerL7

Location

Columbia, MO

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

17 days ago

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