Managing Director - Capital Formation

u003cdivu003eu003ch2u003eManaging Director - Capital Formationu003c/h2u003eu003cpu003eOur 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.u003c/pu003eu003cpu003eThis 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 u003cstrongu003e$75M-$100M in equity annuallyu003c/strongu003e through private placement structures and will play a critical role in supporting the firm’s acquisition and growth strategy.u003c/pu003eu003cpu003eThis 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 u003cstrongu003eWestern Pennsylvaniau003c/strongu003e or requires regular access to the region u003cstrongu003e2-3 days per weeku003c/strongu003e.u003c/pu003eu003chru003eu003ch2u003eWhat Success Looks Likeu003c/h2u003eu003cpu003eThe successful candidate will demonstrate the ability to:u003c/pu003eu003culu003eu003cliu003eu003cpu003eBuild, scale, and continuously strengthen a repeatable capital-raising platformu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eDesign and execute a disciplined, end-to-end capital formation strategyu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eConsistently raise u003cstrongu003e$75M+ annuallyu003c/strongu003e from accredited investorsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eIndependently source capital through personal relationships, referrals, events, and targeted outreachu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eOwn investor engagement from initial relationship through closed capital and follow-on investmentsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eDrive efficient conversion through disciplined follow-up and relationship managementu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eGrow investor allocations by creating opportunities for repeat and increased investmentsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eMaintain a forward-looking investor pipeline sufficient to support annual targetsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eAchieve quarterly and annual capital goals with minimal oversightu003c/pu003eu003c/liu003eu003c/ulu003eu003chru003eu003ch2u003eCore Responsibilitiesu003c/h2u003eu003culu003eu003cliu003eu003cpu003eBuild, maintain, and expand the firm’s capital formation engineu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eArchitect, implement, and continuously refine capital-raising processesu003c/pu003eu003c/liu003eu003cliu003eu003cpu003ePersonally raise u003cstrongu003e$75M+ per yearu003c/strongu003e from accredited investors through private offeringsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eSource new investor relationships through personal networks, introductions, events, and targeted outreachu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eManage investor follow-ups, pipeline progression, and conversionsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eExpand existing investor relationships through repeat investments and increased commitmentsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eMaintain a robust and high-quality investor pipeline aligned with growth objectivesu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eOwn the full investor lifecycle, from initial engagement through close and reinvestmentu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eConsistently meet or exceed quarterly and annual capital-raising objectivesu003c/pu003eu003c/liu003eu003c/ulu003eu003cpu003eu003cstrongu003eInvestor Relationship Leadershipu003c/strongu003eu003c/pu003eu003culu003eu003cliu003eu003cpu003eBuild and strengthen long-term relationships with high-net-worth individuals, family offices, and sophisticated investorsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eRepresent the firm at relationship-driven events including dinners, conferences, site visits, and other investor engagementsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eServe as a trusted advisor by clearly articulating the firm’s investment strategy, offerings, and performanceu003c/pu003eu003c/liu003eu003cliu003eu003cpu003ePartner closely with investment, investor relations, legal, marketing, and asset management teams to execute offeringsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eProvide market feedback on offering structure, positioning, and investor objections to improve conversionu003c/pu003eu003c/liu003eu003c/ulu003eu003cpu003eu003cstrongu003eProcess, Compliance u0026Reportingu003c/strongu003eu003c/pu003eu003culu003eu003cliu003eu003cpu003eEnsure investor communications are accurate, compliant, and aligned with firm strategyu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eMaintain strong alignment between investment thesis, acquisitions, and capital messagingu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eAccurately track investor activity, pipeline stages, and commitments in the firm’s CRMu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eMaintain high standards for data integrity, forecasting accuracy, and reportingu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eProvide regular pipeline and capital forecasts to senior leadershipu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eAdhere to firmwide compliance, reporting, and data standardsu003c/pu003eu003c/liu003eu003c/ulu003eu003cpu003eu003cemu003eAdditional responsibilities may be assigned as needed to support the firm’s mission through real estate investment.u003c/emu003eu003c/pu003eu003chru003eu003ch2u003eValues u0026Operating Principlesu003c/h2u003eu003culu003eu003cliu003eu003cpu003eu003cstrongu003eCollaboration:u003c/strongu003e Team-oriented, approachable, and engagedu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eu003cstrongu003eHumility:u003c/strongu003e Selfless, respectful, and committed to continuous improvementu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eu003cstrongu003eBold Execution:u003c/strongu003e Proactive, decisive, and courageousu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eu003cstrongu003eIntegrity:u003c/strongu003e Trustworthy, principled, and sincereu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eu003cstrongu003eVision:u003c/strongu003e Forward-thinking, adaptable, and empatheticu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eu003cstrongu003eExcellence:u003c/strongu003e Accountable, dependable, and results-drivenu003c/pu003eu003c/liu003eu003c/ulu003eu003chru003eu003ch2u003eObjectives u0026Performance Measuresu003c/h2u003eu003culu003eu003cliu003eu003cpu003eCapital available to support acquisitionsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eCost efficiency of capital raisedu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eInvestor satisfaction and advocacyu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eTotal equity capital under managementu003c/pu003eu003c/liu003eu003c/ulu003eu003chru003eu003ch2u003eIdeal Candidate Profileu003c/h2u003eu003ch3u003eExperience u0026Backgroundu003c/h3u003eu003culu003eu003cliu003eu003cpu003e10+ years of capital raising, investor relations, or private placement experienceu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eProven track record raising u003cstrongu003e$75M-$100M+ annuallyu003c/strongu003e from accredited investorsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eEstablished network of high-net-worth individuals and sophisticated investorsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eExperience operating with full revenue accountabilityu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eDeep understanding of private offerings and accredited investor requirementsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eStrong knowledge of private real estate or alternative investmentsu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eFamiliarity with compliance and investor communication standardsu003c/pu003eu003c/liu003eu003c/ulu003eu003ch3u003eSkills u0026Attributesu003c/h3u003eu003culu003eu003cliu003eu003cpu003eExceptional relationship-building and trust developmentu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eClear, compelling investment storytellingu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eStrong financial and deal-level acumenu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eHighly self-directed with an ownership mindsetu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eAbility to influence across teams without direct authorityu003c/pu003eu003c/liu003eu003cliu003eu003cpu003eProficiency with modern productivity tools (email, documents, spreadsheets, presentations)u003c/pu003eu003c/liu003eu003c/ulu003eu003c/divu003e ', 'location ': 'Pittsburgh, PA ', 'remote ':null, 'jobtype ': 'directhire ', 'remoteoption ': 'hybrid ', 'featuredonjobboard ':false, 'ownedbyagency ':false, 'externalid ': 'PA84-2751593

Created: 2026-01-26