Investor Acquisition & Capital Development Associate

Wilshire Quinn Capital, Inc.; San Diego (CA); On-site; USD 60,000 - 85,000; Full time

Job summary

Wilshire Quinn Capital, Inc. in San Diego is seeking a Capital Development Associate to grow our investor base and raise capital for our private lending investment fund.

The role emphasizes outbound outreach, relationship building, and turning conversations into long-term investor partnerships. You will cold call, host meetings, and maintain CRM records while collaborating with senior management to identify opportunities and present investment programs to prospects.

Qualifications

• Strong communication, interpersonal, and relationship-building skills.
• Comfortable making cold calls and initiating conversations with people who have no prior relationship with the firm.
• Confident, professional, personable, and persistent.
• Strong sales mentality with the ability to build trust rather than rely on high-pressure sales tactics.
• Highly organized and disciplined with follow-up.
• Self-motivated and comfortable working toward measurable outreach and capital-raising goals.
• Ability to understand and clearly communicate financial and investment concepts.

Responsibilities

• Proactively identify and contact prospective investors through cold calling, email outreach, networking, referrals, and other business development efforts
• Make a high volume of outbound calls to prospective investors and referral sources
• Develop relationships with high-net-worth individuals, financial advisors, wealth managers, CPAs, etc
• Introduce and educate prospective investors to the firm and its private lending investment opportunities
• Qualify prospective investors and identify appropriate opportunities for continued discussions with senior management
• Schedule introductory calls and meetings with qualified prospective investors
• Develop and maintain a consistent pipeline of prospective investors and referral relationships
• Conduct regular follow-up with prospects throughout the investor decision-making process
• Attend networking events, industry functions, investor meetings, and other business development opportunities
• Maintain accurate records of calls, contacts, follow-ups, and investor activity within the firm's CRM
• Assist with investor presentations, meetings, marketing initiatives, and investor communications

Skills

Communication skills

Cold calling

Relationship building

Sales mindset

Organization & follow-up

Tools

CRM software

Job description

Wilshire Quinn Capital, Inc. in San Diego is seeking a Capital Development Associate to grow our investor base and raise capital for our private lending investment fund.

The role emphasizes outbound outreach, relationship building, and turning conversations into long-term investor partnerships. You will cold call, host meetings, and maintain CRM records while collaborating with senior management to identify opportunities and present investment programs to prospects.