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: • Build, scale, and continuously strengthen a repeatable capital-raising platform • Design and execute a disciplined, end-to-end capital formation strategy • Consistently raise $75M+ annually from accredited investors • Independently source capital through personal relationships, referrals, events, and targeted outreach • Own investor engagement from initial relationship through closed capital and follow-on investments • Drive efficient conversion through disciplined follow-up and relationship management • Grow investor allocations by creating opportunities for repeat and increased investments • Maintain a forward-looking investor pipeline sufficient to support annual targets • Achieve quarterly and annual capital goals with minimal oversight Core Responsibilities • Build, maintain, and expand the firm's capital formation engine • Architect, implement, and continuously refine capital-raising processes • Personally raise $75M+ per year from accredited investors through private offerings • Source new investor relationships through personal networks, introductions, events, and targeted outreach • Manage investor follow-ups, pipeline progression, and conversions • Expand existing investor relationships through repeat investments and increased commitments • Maintain a robust and high-quality investor pipeline aligned with growth objectives • Own the full investor lifecycle, from initial engagement through close and reinvestment • Consistently meet or exceed quarterly and annual capital-raising objectives Investor Relationship Leadership • Build and strengthen long-term relationships with high-net-worth individuals, family offices, and sophisticated investors • Represent the firm at relationship-driven events including dinners, conferences, site visits, and other investor engagements • Serve as a trusted advisor by clearly articulating the firm's investment strategy, offerings, and performance • Partner closely with investment, investor relations, legal, marketing, and asset management teams to execute offerings • Provide market feedback on offering structure, positioning, and investor objections to improve conversion Process, Compliance & Reporting • Ensure investor communications are accurate, compliant, and aligned with firm strategy • Maintain strong alignment between investment thesis, acquisitions, and capital messaging • Accurately track investor activity, pipeline stages, and commitments in the firm's CRM • Maintain high standards for data integrity, forecasting accuracy, and reporting • Provide regular pipeline and capital forecasts to senior leadership • 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 • Collaboration: Team-oriented, approachable, and engaged • Humility: Selfless, respectful, and committed to continuous improvement • Bold Execution: Proactive, decisive, and courageous • Integrity: Trustworthy, principled, and sincere • Vision: Forward-thinking, adaptable, and empathetic • Excellence: Accountable, dependable, and results-driven Objectives & Performance Measures • Capital available to support acquisitions • Cost efficiency of capital raised • Investor satisfaction and advocacy • Total equity capital under management Ideal Candidate Profile Experience & Background • 10+ years of capital raising, investor relations, or private placement experience • Proven track record raising $75M-$100M+ annually from accredited investors • Established network of high-net-worth individuals and sophisticated investors • Experience operating with full revenue accountability • Deep understanding of private offerings and accredited investor requirements • Strong knowledge of private real estate or alternative investments • Familiarity with compliance and investor communication standards Skills & Attributes • Exceptional relationship-building and trust development • Clear, compelling investment storytelling • Strong financial and deal-level acumen • Highly self-directed with an ownership mindset • Ability to influence across teams without direct authority • Proficiency with modern productivity tools (email, documents, spreadsheets, presentations)
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