Company Overview
Rex is a privately held ecosystem of entrepreneurial ventures led by Peter Rex,
spanning real estate private equity, technology, insurance, and AI. We build
businesses and investment platforms that generate both exceptional financial
returns and meaningful societal impact. At the core of our strategy is investor
engagement: attracting aligned capital partners who share our long-term vision.
We are building the most compelling investor-facing ecosystem in the private
markets. The role offers exposure to a uniquely diverse platform, combining
institutional-quality real estate and high-growth tech ventures, all aligned
under a singular mission-driven vision.
About Us
Our mission is to catalyze human flourishing through stewardship, serving people
in all nations. We seek a transcendent impact, second to none, crossing
geographies and making a permanent mark on history.
We aim to uplift investors, foster flourishing families, create enduring trust,
and contribute to a more beautiful world through our investments, products and
services, and new ventures.
Our investments are primarily in real estate, with additional allocations to
tech, energy, and alternatives, employing a downside-protected, long-term
approach to investing. We are grounded in timeless morals and seek to preserve
and grow both investor capital and our own.
The Opportunity
Rex is seeking a Managing Director, Capital Formation to build and lead the
firm's intermediary distribution engine across independent broker-dealers,
hybrid wealth platforms, and tax-advantaged channels. Rex has built a
disciplined multifamily investment platform on conservative underwriting and
deep, direct investor relationships. This leader exists to turn that foundation
into programmatic capital: durable aqueducts of passive LP equity that flow to
Rex offerings deal after deal, rather than capital raised one transaction at a
time. This role is anchored by three core mandates. First, build the
distribution infrastructure: retain and manage a managing broker-dealer, secure
third-party due diligence approvals, and clear home-office product committees so
Rex earns a place on approved sponsor shelves and every subsequent offering
moves through expedited review. Second, activate the selling network: execute
selling agreements with independent broker-dealers and hybrid advisory
platforms, architect share class structures that serve both commission-based
representatives and fee-based advisors through a single desk, and extend Rex's
reach onto alternative investment platforms. Third, own the tax-advantaged
product pipeline: partner with acquisitions and legal counsel to structure
multifamily assets into Delaware Statutory Trusts for 1031 exchange investors,
Reg D income funds, and Qualified Opportunity Zone funds that give advisors a
home for client gains from business sales, concentrated stock, and other
liquidity events. Across all three mandates, this leader wholesales directly to
top-producing representatives and wealth advisors while building a
high-performing internal and external wholesaling bench. The ideal candidate
brings 10+ years of alternative investment distribution experience, established
relationships with home-office due diligence teams and managing broker-dealers,
command of Reg BI and fiduciary dynamics, fluency in 1031, DST, and QOZ
mechanics, and active FINRA registrations. They combine principal-level
credibility with the relentless drive of a builder, an architect of systems who
protects investor trust with fiduciary discipline and holds their team to
uncompromising standards. Must be missionary to the bone, fully aligned with
Rex's mission and relentless in pursuit of it. Fully remote.
About the Role
Rex is hiring a Managing Director, Capital Formation to convert a track record
of direct, relationship-driven fundraising into a repeatable, programmatic
distribution engine. The mandate is to build the infrastructure, relationships,
and product shelf that let intermediary capital flow to Rex offerings
continuously, rather than being rebuilt from scratch on every raise.
This role owns outcomes across broker-dealer relations, selling network
activation, product structuring, and wholesaling execution, ensuring speed,
discipline, and fiduciary rigor at every stage. You will operate as the
connective tissue between Rex's acquisitions and legal teams, its managing
broker-dealer, and the independent broker-dealer and RIA channels where capital
ultimately gets committed, translating Rex's underwriting discipline and track
record into offerings that clear home-office diligence and win shelf space.
You will architect the systems, share class structures, and wholesaling cadence
that convert a single distribution agreement into durable, compounding capital
flow, and you will build and lead the internal and external wholesaling bench
that carries that reach to top-producing representatives and advisors
nationally. This is a hands-on, principal-level role for an operator who has
built distribution from the ground up and wants to own the full arc from due
diligence approval to closed commitment. Must be missionary to the bone.
Key Responsibilities
Retain and manage a managing broker-dealer relationship, positioning Rex
offerings to clear third-party due diligence approvals and home-office
product committees.
Build and maintain Rex's presence on approved sponsor shelves, engineering
expedited review pathways for subsequent offerings once initial approvals are
secured.
Execute and manage selling agreements with independent broker-dealers and
hybrid advisory platforms, expanding the number of active channels raising
capital for Rex.
Architect share class structures that serve commission-based representatives
and fee-based advisors through a single desk, removing friction from the
sales process across channel types.
Extend Rex's distribution reach onto alternative investment platforms to
widen access for advisors and representatives.
Partner with acquisitions and legal counsel to structure multifamily assets
into Delaware Statutory Trusts for 1031 exchange investors.
Develop and manage Reg D income fund and Qualified Opportunity Zone fund
offerings, giving advisors a home for client liquidity events including
business sales and concentrated stock positions.
Wholesale directly to top-producing representatives and wealth advisors,
building and maintaining a pipeline of relationships that convert into
recurring capital commitments.
Recruit, train, and manage a high-performing internal and external
wholesaling bench, scaling distribution reach beyond personal bandwidth.
Maintain fluency in Reg BI, fiduciary standards, and the regulatory dynamics
governing broker-dealer and RIA distribution, ensuring all activity is
compliant and defensible.
Track pipeline activity, channel performance, and capital raised by channel,
reporting results with the same rigor Rex applies to its investments.
Serve as a principal-level representative of Rex to due diligence teams,
managing broker-dealers, and platform gatekeepers, building the credibility
that sustains long-term shelf presence.
Ideal Candidate Profile
10+ years of experience in alternative investment distribution, with a proven
record raising capital through broker-dealer and hybrid RIA channels.
Direct experience distributing Delaware Statutory Trusts, private REITs, or
Reg D real estate offerings.
Established relationships with home-office due diligence teams, managing
broker-dealers, and third-party diligence firms.
Command of Reg BI and fiduciary dynamics across commission-based and
fee-based advisory channels.
Fluency in 1031 exchange, DST, and Qualified Opportunity Zone mechanics, and
the ability to translate that fluency into advisor-ready product structures.
Active FINRA registrations required.
Track record of building and leading a wholesaling function, including
recruiting and managing an internal or external wholesaling team.
Principal-level credibility with due diligence teams, managing
broker-dealers, and platform gatekeepers.
Builder mentality: an architect of distribution systems and infrastructure,
not solely a relationship-driven fundraiser.
Protects investor trust with fiduciary discipline and holds team performance
to uncompromising standards.
Comfortable operating across regulatory, structuring, and sales functions
simultaneously, translating complex product mechanics into advisor and
investor conviction.
Missionary mindset: fully aligned with Rex's mission and relentless in
pursuit of it.
Rex Ecosystem-Wide Mission
Catalyze Human Flourishing through our products and services and to elevate and
further humanity in all our business dealings.
Rex Values / Rex Culture
Customer Fanatic. We fanatically focus on customers, seeking to ever-deliver
more value, and inventing and innovating on their behalf.
Product/Service Passion. Our business thrives or dies by products and
services.
Ludicrous Speed. Our default pace is extremely fast. Time is precious, life
is short, and moving fast is more fun and effective.
FAWOMO. We will find a way, or make one.
Loves Going to War. Prefers wartime to peacetime, always hungry to move
forward, do more, and push growth.
Chutzpah. Nothing ventured, nothing gained. Fortune favors the bold. Duc in
altum.
Fun. We should only do work, over the long run, that is fun, and work with
fun people. Jokes and humor welcomed, PC stuff and uptight behavior
prohibited.
Never-Lose-Money Approach. Protects the downside, using careful analysis
before deploying significant resources, and ensuring cash is plentiful, never
risking what others have and need for what they do not have and do not need.
Other-Centered. Idealist, desperate more than anything to leave an impact
with their life by helping other people, seeing money as a means to serve.
Creative Cost Cutting Constantly. There is always a smarter way, always room
to cut, always ways to do more with less. A cost advantage is a competitive
edge.
Fewer, More Capable. Bias to as lean of a team as possible, with the highest
competency, reducing communication and coordination, creating more
effectiveness.
Underdogs. What we have done is nothing compared to what we are going to
achieve now. We are fighting to be the best, clawing and biting up and
forward, aiming to be the champs, be number one. Scrappy AF no matter how
much we accomplish. We have never arrived in our minds. We are the underdogs
always.
Other Attributes Valued. Point-blank forthrightness in conversation with
teammates, brutally facing problems. Velvet glove with iron fist in human
dealings. Shrewd as a serpent innocent as a dove. Hardcore work hustle.
Invictus mentality. Swagger with humility. Quiet professionalism. Thrifty and
not materialistic. Loves who they work with, loves what they do, and loves
who we serve.
Compensation & Benefits
Base Salary: Commensurate with experience and market standards
Opportunity for performance-based bonus and/or equity in deals and funds
Benefits:
Comprehensive health, dental, and vision insurance
401(k) with company matching
Fully remote work environment
Employment Eligibility Requirements
Applicants will be required to pass a background check and reference check prior
to their first day to verify their employment eligibility. Given this role's
direct handling of investor capital and FINRA-registered activity, a credit
check is required.