Managing Director, Client Portfolio Manager, Northeast

Forum Investment Group; Denver (CO); Hybrid; USD 100.000 - 250.000; Vollzeit

Benefits dieser Stelle

Medical benefits

Dental benefits

Vision benefits

Life insurance

Long-term disability insurance

Short-term disability insurance

Health Savings Account

Flexible Spending Accounts

401(k) with company match

Paid holidays

Self-managed PTO

Zusammenfassung

Forum Investment Group is seeking a Managing Director, Client Portfolio Manager, Northeast to lead investor client acquisition and capital-raising efforts across the Northeast US for its real estate and private markets offerings. The role requires an established network of investors and a track record of fundraising excellence.

You will build and optimize the client acquisition funnel, speak fluently about real estate debt and private markets, and develop strategic partnerships.

Qualifikationen

• 8+ years demonstrated experience in capital raise within financial intermediaries.
• Experience in financial services, investment management, private banking, fintech, CRE, or related fields.
• Experience raising capital from and managing intermediary investors.
• Proven entrepreneurial mindset with senior-level accountability.

Aufgaben

• Identify and pursue capital and strategic opportunities in the Northeast US.
• Lead client acquisition and capital raising across syndicated multi-family developments, debt, and private markets.
• Speak persuasively to investors about real estate and private markets.
• Build and maintain relationships with influencers, partners, and clients.
• Develop and monitor measurable goals; report progress and optimize cycles.
• Collaborate with Marketing to enhance investment materials and campaigns.
• Maintain CRM records and leverage analytics for decision-making.

Kenntnisse

Capital raise

Investor relations

Real estate / private markets

Strategic thinking

Relationship building

Communication

Sales / business development

Team leadership

Ausbildung

Bachelor’s in Finance/Real Estate

MBA / CFA / CAIA (plus)

Tools

Hubspot

Dakota

RIA database

Microsoft Office

Jobbeschreibung

This posting will be closedNovember 30, 2026,and will only be extended if we need to see more candidates to fill the position.

POSITION SUMMARY

The Managing Director, Client Portfolio Manager, Northeast is responsible for leading Forum’s investor client acquisition and capital raising efforts in the Northeast US on behalf of all business within their region for the Forum companies. This role will identify and pursue new capital and strategic opportunities in the Northeast US to grow Forum’s portfolio. The capital raise efforts will include syndicated multi-family developments, real estate debt, structured finance, and 1031 Real Estate Exchange initially focused on the Registered Investment Advisor, Wire, and IBD channels. The successful candidate will be a brand ambassador for Forum and have an existing network of investors to bring to the company.

• Communicate a clear vision about who Forum’s client is, what problems we solve for them, and how we plan to find these clients.
• Control and optimize the entire client acquisition funnel by developing and executing marketing and client acquisition plans and programs.
• Be able to speak intelligently and persuasively to our investors about real estate, debt investments & private markets.
• Establish and maintain relationships with industry influencers, key strategic partners, and clients.
• Establish professional network and maintain contacts and records of activity in company CRM
• Work closely with Marketing to enhance marketing materials for our commercial real estate and private equity investment offerings.
• Develop clear and measurable goals, report progress regularly, communicate results, and re-incorporate results to improve the next cycle.
• Monitor competitor products and keep abreast of industry developments to inform business and marketing initiatives.
• Adhere to regulatory constraints concerning fair disclosure of information.

Skills, Qualifications, Additional Responsibilities

• 8+ years demonstrated experience in capital raise, specifically within financial intermediaries.
• Experience in financial services, investment management, private banking, financial technology, commercial real estate, or a similar field is required.
• Experience raising capital from and managing relationships with intermediary investors.
• A personal passion to perform with uncompromising alignment with team members, clients, and partners.
• Proven track record of performance in the Northeast US with extreme accountability.
• Adherence to the highest levels of professional standards and ethics.
• Demonstrated entrepreneurial, business management and general financial management skills.
• Client-oriented approach, with ability to think creatively, strategically, and analytically.
• Must have excellent interpersonal, relationship-building skills, with a strong desire to win.
• Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively in a fast paced, entrepreneurial environment.
• Superior communication and presentation skills.
• Ability to act as a player coach.

Education & Technical Skills

• Bachelor’s degree in Finance, Real Estate or related field or equivalent work experience required, MBA, CFA, CAIA a plus
• FINRA Series 7 and 65/66 licenses required.
• Experience with Hubspot, Dakota, RIA database preferred
• Advanced Proficiency in Microsoft Suite: Word, PowerPoint, Excel

In addition to the above, Forum employees are expected to demonstrate these Forum Core Values:

• DRIVEN
• COLLABORATIVE
• CONVICTION
• HUMBLE

Physical Demands:

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision. Travel is required.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Compensation Information:

Annual base salary range is $100,00 to $250,000. This range is estimated for this role; actual pay may be different. Additional compensation to include commission and/or bonus. This position could be hired as x or x depending on the level of experience we find.

Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program/awards, gift matching program.