Director, RIA Distribution
Overview:
SimpleCITI Companies is a vertically integrated real estate and specialty finance platform built to execute across the full investment lifecycle. Our operating companies specialize in real estate acquisitions, investment advisory, property management, development, and specialty lending. Backed by a multi-generation family office legacy, SimpleCITI offers differentiated real estate and private investment solutions to institutional and private wealth investors.
Our operating companies include:
- SimpleEQUITIES – Private Equity Real Estate
- SimpleADVISORY – SEC-Registered Investment Adviser
- SimpleMANAGE – Commercial Property Management
- SimpleBRICKS – Development
- SimpleSPACES – Industrial & Warehouse Platforms
Job Description:
SimpleCITI is seeking a results-driven Director of RIA & Family Office Distribution to support and expand distribution of SEC RIA-advised real estate and specialty finance investment products. This role is responsible for developing and managing relationships across the RIA, family office, and private wealth channels, driving product approvals, capital inflows, and long-term advisor partnerships.
This is a hybrid role, combining in-office collaboration with client-facing travel, meetings, and industry events.
Key Responsibilities:
Advisor & Relationship Development: Develop and maintain strong relationships with Registered Investment Advisors (RIAs), family offices, and select institutional-adjacent investors.
Product Distribution & AUM Growth: Execute distribution strategies to drive product adoption and asset growth across SimpleCITI’s investment offerings.
Product Presentation & Education: Present investment products through in-person and virtual meetings, webinars, conferences, and industry events.
Market Intelligence & Opportunity Identification: Monitor advisor demand, competitive offerings, and industry trends to identify new distribution opportunities.
Primary External Point of Contact: Serve as the primary relationship manager for external advisors, providing ongoing support, follow-up, and communication.
Internal Coordination & Alignment: Collaborate with internal investment, operations, marketing, and compliance teams to ensure alignment between distribution efforts and operational capabilities.
Sales & Marketing Support: Assist in the development of sales materials, product decks, and advisor-facing communications tailored to specific client needs.
Compliance Partnership: Coordinate closely with the compliance team to ensure all sales and marketing activities adhere to regulatory requirements.
Field Feedback & Strategic Input: Provide structured feedback from advisor interactions to support product refinement and strategic planning.
Requirements
Qualifications:
- Proven track record in wholesaling investment products, preferably within the RIA, real estate, or specialty finance sectors.
- Established relationships with RIAs are required.
- 3+ Years of Experience
- Deep understanding of real estate investment vehicles (e.g., REITs, private equity funds, 1031 exchanges) and specialty finance products.
- Exceptional communication and presentation skills with the ability to convey complex concepts clearly and persuasively.
- Strong organizational skills and the ability to balance external and internal responsibilities effectively.
- Proficiency in CRM tools and data analysis to track client interactions and sales performance.
- Bachelor’s degree in finance, business, or a related field. Advanced degrees or certifications (e.g., CFA, CAIA, Series 7, 63, 65/66) are preferred.