Director, RIA Distribution
SimpleCITI(1 year ago)
About this role
A Director of RIA & Family Office Distribution at SimpleCITI leads the firm's efforts to expand its SEC RIA-advised real estate and specialty finance investment offerings across institutional and private wealth channels. The role is a senior, client-facing position within a vertically integrated platform spanning acquisitions, advisory, property management, development, and specialty lending. It is a hybrid position combining office-based collaboration with travel to client meetings and industry events.
Required Skills
- Relationship Management
- Product Distribution
- Presentation Skills
- Market Research
- Compliance Coordination
- CRM Proficiency
- Data Analysis
- Communication
- Organization
Qualifications
- Bachelor’s Degree
- CFA
- CAIA
- Series 7
- Series 63
- Series 65/66
About SimpleCITI
simpleciti.comSimpleCiti is a financial services company specializing in simplifying complex investments, including private equity, real estate, and specialty finance. With over 125 years of combined expertise, the firm aims to provide clarity and accessibility in traditionally opaque markets. SimpleCiti focuses on innovative solutions tailored to meet the needs of investors seeking to navigate these intricate sectors while delivering value and growth.
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