Managing Director - Capital Raising

Remote Full-time
Managing Director - Capital Formation Our client is a growing real estate investment platform whose long-term success depends on consistent, scalable access to accredited investor capital. The Managing Director - Capital Formation will own and lead this function in its entirety. This is a senior, high-impact leadership role designed for an accomplished capital raiser with an established network of accredited investors and a strong personal brand. The successful candidate will independently raise approximately $75M-$100M in equity annually through private placement structures and will play a critical role in supporting the firm's acquisition and growth strategy. This role carries full ownership of the capital formation process-from first investor contact through close and reinvestment-and requires a professional who operates with an entrepreneurial mindset, minimal oversight, and a high degree of accountability. The position is ideally based in Western Pennsylvania or requires regular access to the region 2-3 days per week. What Success Looks Like The successful candidate will demonstrate the ability to: β€’ Build, scale, and continuously strengthen a repeatable capital-raising platform β€’ Design and execute a disciplined, end-to-end capital formation strategy β€’ Consistently raise $75M+ annually from accredited investors β€’ Independently source capital through personal relationships, referrals, events, and targeted outreach β€’ Own investor engagement from initial relationship through closed capital and follow-on investments β€’ Drive efficient conversion through disciplined follow-up and relationship management β€’ Grow investor allocations by creating opportunities for repeat and increased investments β€’ Maintain a forward-looking investor pipeline sufficient to support annual targets β€’ Achieve quarterly and annual capital goals with minimal oversight Core Responsibilities β€’ Build, maintain, and expand the firm's capital formation engine β€’ Architect, implement, and continuously refine capital-raising processes β€’ Personally raise $75M+ per year from accredited investors through private offerings β€’ Source new investor relationships through personal networks, introductions, events, and targeted outreach β€’ Manage investor follow-ups, pipeline progression, and conversions β€’ Expand existing investor relationships through repeat investments and increased commitments β€’ Maintain a robust and high-quality investor pipeline aligned with growth objectives β€’ Own the full investor lifecycle, from initial engagement through close and reinvestment β€’ Consistently meet or exceed quarterly and annual capital-raising objectives Investor Relationship Leadership β€’ Build and strengthen long-term relationships with high-net-worth individuals, family offices, and sophisticated investors β€’ Represent the firm at relationship-driven events including dinners, conferences, site visits, and other investor engagements β€’ Serve as a trusted advisor by clearly articulating the firm's investment strategy, offerings, and performance β€’ Partner closely with investment, investor relations, legal, marketing, and asset management teams to execute offerings β€’ Provide market feedback on offering structure, positioning, and investor objections to improve conversion Process, Compliance & Reporting β€’ Ensure investor communications are accurate, compliant, and aligned with firm strategy β€’ Maintain strong alignment between investment thesis, acquisitions, and capital messaging β€’ Accurately track investor activity, pipeline stages, and commitments in the firm's CRM β€’ Maintain high standards for data integrity, forecasting accuracy, and reporting β€’ Provide regular pipeline and capital forecasts to senior leadership β€’ Adhere to firmwide compliance, reporting, and data standards Additional responsibilities may be assigned as needed to support the firm's mission through real estate investment. Values & Operating Principles β€’ Collaboration: Team-oriented, approachable, and engaged β€’ Humility: Selfless, respectful, and committed to continuous improvement β€’ Bold Execution: Proactive, decisive, and courageous β€’ Integrity: Trustworthy, principled, and sincere β€’ Vision: Forward-thinking, adaptable, and empathetic β€’ Excellence: Accountable, dependable, and results-driven Objectives & Performance Measures β€’ Capital available to support acquisitions β€’ Cost efficiency of capital raised β€’ Investor satisfaction and advocacy β€’ Total equity capital under management Ideal Candidate Profile Experience & Background β€’ 10+ years of capital raising, investor relations, or private placement experience β€’ Proven track record raising $75M-$100M+ annually from accredited investors β€’ Established network of high-net-worth individuals and sophisticated investors β€’ Experience operating with full revenue accountability β€’ Deep understanding of private offerings and accredited investor requirements β€’ Strong knowledge of private real estate or alternative investments β€’ Familiarity with compliance and investor communication standards Skills & Attributes β€’ Exceptional relationship-building and trust development β€’ Clear, compelling investment storytelling β€’ Strong financial and deal-level acumen β€’ Highly self-directed with an ownership mindset β€’ Ability to influence across teams without direct authority β€’ Proficiency with modern productivity tools (email, documents, spreadsheets, presentations)
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