FINRA-LICENSED Investment Banker: Angel-Stage Capital Raise ($500K–$1M)

Synergy Management Group; San Francisco (CA); Remote; USD 50,000 - 200,000; Part time

Job summary

Synergy Management Group is seeking a U.S.-based, FINRA-licensed Investment Banker for a remote capital introduction engagement. This role focuses on leveraging personal networks to connect with accredited investors for a streamlined capital raise. Ideal candidates will have strong relationships with HNW Angel Investors and be open to performance-based compensation structures.

Benefits

Performance-based compensation

Optional equity participation

Qualifications

• Must hold FINRA licenses (Series 7, 63, 79, 82).
• Experience with early-stage capital raises (Reg D 506(c)).
• Strong personal network of accredited investors.

Responsibilities

• Make warm introductions to accredited HNW Angel Investors and Family Offices.
• Support the $500K–$1M Angel Round capital raise.
• Engage in a targeted capital introduction mandate.

Skills

Networking with accredited HNW Angel Investors

Capital raising experience

Performance-based compensation flexibility

Job description

Job Description: Investment Banker (Remote, U.S.-Based)

Be among the first 25 applicants. This is a remote position.

MUST BE A U.S.-BASED, FINRA-LICENSED INVESTMENT BANKER WITH PROVEN STARTUP CAPITAL RAISING EXPERIENCE — REQUIRED FOR SUCCESS-FEE COMPENSATION.

Acceptable FINRA Securities Registrations:

• Series 7 – General Securities Representative
• Series 63 – Uniform Securities State Law Exam
• Series 79 – Investment Banking Representative
• Series 82 – Private Securities Offerings Representative

THIS IS A REMOTE CAPITAL INTRODUCTION / INVESTOR REFERRAL ENGAGEMENT — not a full-time position.

About Synergy Management Group (SMG):

SMG is a private equity advisory startup built on principles of rigor, integrity, and value creation. We partner with top-tier private equity investors and portfolio companies, supporting sourcing, diligence, and value creation. Our prior engagements include institutional investors managing over $100B, with consultants from McKinsey, Bain, Carlyle, Deloitte, and other top firms.

About the Engagement:

SMG seeks a U.S.-based, FINRA-LICENSED INVESTMENT BANKER to support our $500K–$1M Angel Round (Reg D 506(c)) by making warm introductions to accredited HNW Angel Investors and/or Family Offices.

This is a targeted capital introduction/referral mandate, not a full-scope investment banking engagement. Given the prior unsolicited $500K SAFE term sheet, completed diligence, investor-ready materials, and minimal prep required, this is a streamlined, validated capital raise—ideal for professionals with strong HNW Angel Investor relationships and success-fee flexibility.

Apply if you:

• Have a strong personal network of accredited HNW Angel Investors / Family Offices
• Have experience with early-stage, angel-stage, pre-seed, or founder-led raises (Reg D 506(c))
• Are open to performance-based compensation (success-fee or equity-linked terms only; no upfront cash)
• Hold the required FINRA licenses to lawfully receive success-fee compensation (e.g., Series 7, 63, 79, 82, or equivalent).

Compensation:

• Success-fee, paid only upon investor close
• Optional equity participation based on contribution and strategic alignment

We’re moving quickly—apply now if you’re a fit for this validated, high-leverage referral engagement.

This job description is a summary of typical functions, not an exhaustive list of all responsibilities. Terms are subject to change.

Seniority level

• Entry level

Employment type

• Contract

Job function

• Finance

Industries

• Investment Banking