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Salary: USD 120,000 - 150,000 / annual
Monark Markets is building API infrastructure that embeds private market access directly into wealth management and brokerage platforms. The company enables brokerages, wealth platforms, and financial advisors to offer pre-IPO investments to their clients through seamless platform integration. Monark operates as MMM Securities LLC, a FINRA and SIPC member broker-dealer, and is backed by leading venture investors including F-Prime Capital, Commerce Ventures, The Treasury, and Grit Capital Partners.
As Head of Wealth Distribution, you will own the relationship lifecycle with financial advisors and home offices across Monark's integrated wealth platforms. You'll work hands-on at the center of the pre-IPO business, ensuring advisors understand the asset class and have the tools needed to make informed decisions for their clients. With tens of millions of accounts and hundreds of billions in AUM across integrated platforms, this role offers the opportunity to drive significant transaction volume in the pre-IPO space.
Key responsibilities include:
- Own end-to-end advisor relationships from onboarding through repeat investing across Monark's integrated platforms
- Educate advisors on pre-IPO investing mechanics: SPV structures, deal structuring, risk assessment, and client communication strategies
- Design and deliver advisor webinars, workshops, and one-on-one training sessions; develop supporting educational materials
- Collaborate with deal sourcing and origination teams to ensure opportunities align with advisor and client needs
- Partner with compliance and legal to ensure all advisor-facing communications meet regulatory standards
- Track pipeline and transaction volume metrics; share insights with product and engineering teams
The role offers significant early-stage opportunity: partner platforms provide warm introductions to their clients on day one (no prospecting required), marketing support for educational materials and collateral, and equity participation in Monark's upside.
Requirements:
- 5+ years in wealth management distribution, sales, or business development, ideally with experience communicating alternative assets or pre-IPO companies to financial advisors
- Credibility with advisors: ability to explain complex, illiquid asset classes clearly and persuasively
- Comfort with securities regulatory environment; must hold or be willing to obtain Series 7, 63, or 66 license
- Builder mentality suited to early-stage company; comfortable shaping playbooks rather than inheriting established processes
- Strong writing and presentation skills; equally effective in advisor Zoom calls and working sessions with engineers
