Job Description

A leading investment firm with a vertically integrated platform is seeking a dynamic professional to lead private wealth capital raising efforts. The firm specializes in alternative investments and has a strong track record across real estate, private equity, and other asset classes.

Key Responsibilities

• Develop and lead a comprehensive private wealth fundraising strategy across RIAs, IBDs, family offices, and UHNW investors.
• Source and manage a robust pipeline of new investor relationships through outreach and strategic partnerships.
• Tailor investment messaging to wealth advisors, leveraging data, market trends, and asset class insights.
• Align product offerings with investor preferences in collaboration with investment, capital markets, and marketing teams.
• Build strong relationships with key decision-makers and gatekeepers across wealth channels.
• Represent the firm at industry events, summits, and conferences to raise brand visibility.
• Serve as a client-facing expert, ensuring high-quality engagement and communication with investors.
• Partner with legal, compliance, and operations to maintain full regulatory compliance in fundraising efforts.
• Manage onboarding processes and platform integrations across third-party distribution networks.
• Collaborate on the creation of channel-specific marketing and investor education materials.
• Provide market intelligence on trends, capital flows, and competitor positioning.
• Advise senior leadership on investor sentiment and support product design initiatives.
• Help build and scale the firm’s internal wealth capital infrastructure, including potential team growth.

Experience

• 7–10+ years in external capital raising or fundraising roles, with a focus on RIAs, broker-dealers, and family offices.
• Strong record of developing and managing investor relationships across the wealth management ecosystem.
• Prior experience in real estate, private equity, or alternative investments is highly preferred.

Education & Licensing

• Bachelor’s degree in Finance, Business, Real Estate, or a related field; advanced degrees or certifications (e.g., CFA, CAIA) are a plus.
• FINRA SIE, Series 7, and Series 63 required; Series 65 and/or 24 preferred.

Skills & Competencies

• Deep understanding of capital markets, wealth management structures, and investor psychology.
• Strong communication skills with the ability to present complex concepts clearly.
• Entrepreneurial spirit, high energy, and strong organizational and project management skills.

***Position requires presence in Miami, FL. If you are not local, then you must be willing to relocate within 3–6 months.

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