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About the Role

The Vice President, Strategic Relations owns Realized’s relationships with the home offices of partner firms, including RIAs, RIA aggregators, broker-dealers, banks, trust companies, and platforms. This role involves leading firms through due diligence, approval, and agreement processes, and ensuring sustained advisor adoption and production. The position requires technical credibility, sound judgment, and the ability to build lasting trust with senior decision-makers.

Responsibilities

Build and manage senior relationships with key stakeholders at partner and prospective firms.
Understand firm needs and position Realized’s solution accordingly.
Identify and develop internal champions within partner firms.
Conduct regular relationship and business reviews to align goals.
Lead firms through investment, operational, and compliance due diligence.
Present Realized’s investment process and methodology credibly.
Negotiate and manage firm agreements and relationship terms.
Manage onboarding to ensure readiness for advisor engagement.
Develop business plans for priority firms, setting goals and tracking adoption.
Partner with Business Solutions Consultants to drive advisor adoption.
Resolve escalated concerns and protect firm relationships.
Identify opportunities to expand existing relationships.
Represent Realized at industry events and meetings.
Share partner feedback, competitive intelligence, and market trends with leadership.
Contribute to positioning, pricing, and terms based on partner needs.
Maintain accurate CRM records of relationships and diligence status.

Requirements

7+ years in financial services distribution, including senior home-office, strategic or national accounts relationships with RIAs, broker-dealers, banks or platforms.
Demonstrated success converting home-office approvals and strategic relationships into measurable advisor adoption and production.
Direct experience leading firms through investment and operational due diligence, approvals, and distribution or service agreements.
Knowledge of alternative investments, real estate and real estate securities (including DSTs, REITs and QOZs).
Understanding of portfolio construction, risk measurement, and the advisory business model.
Strong negotiation, executive communication, and presentation skills.
Sound judgment and interpersonal skills to build long-term trust with senior decision-makers.

Skills

Financial services distribution
Home-office relationships
Strategic accounts
RIA relationships
Broker-dealer relationships
Bank relationships
Platform relationships
Due diligence
Approval processes
Agreement negotiation
Advisor adoption
Production management
Investment due diligence
Operational due diligence
Compliance due diligence
Alternative investments
Real estate
Real estate securities
DSTs
REITs
QOZs
1031 exchange experience
Portfolio construction
Risk measurement
Advisory business model
Negotiation
Executive communication
Presentation skills
Judgment
Interpersonal skills
CRM management

Location

Hybrid

Work Type

Hybrid

Experience Level

7+ years

Education Level

Bachelor’s degree required
CFA, CAIA, CIMA or MBA a plus

About the Company

Realized helps wealth-management firms and their advisors guide clients through investment property transitions into goal-oriented portfolios.
The company facilitates 1031 exchanges through specialist planning, portfolio construction, exchange execution, and ongoing monitoring, enabling advisors to offer this solution without needing to be real estate specialists.