Managing Director, Wealth Distribution (Northeast)

Star Mountain Capital; United States; Remote; USD 120,000 - 250,000; Full time

Job summary

Join a dynamic and rapidly growing investment firm as a Managing Director, focusing on wealth distribution in the Northeast. This role offers the opportunity to leverage your extensive network of investor relationships to drive capital growth and enhance brand value. You'll work collaboratively with a dedicated fundraising team, educating financial advisors and executing strategic business plans. With a strong commitment to employee development and a culture that values long-term relationships, this position is ideal for an entrepreneurial professional looking to make a significant impact in the private investment landscape.

Qualifications

• 12+ years of experience in client services and fundraising.
• Proven ability to grow relationships and raise capital.

Responsibilities

• Build and maintain investor relationships to generate capital.
• Educate financial advisors on products and services.

Skills

Client Services

Fundraising

Investor Relations

Private Credit Knowledge

Technology Proficiency

Tools

CRM Systems

Job description

Managing Director, Wealth Distribution (Northeast)

Direct message the job poster from Star Mountain Capital

Senior HR Generalist at Star Mountain Capital

Firm Overview

Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary credit and PE fund investing, all focused within the U.S. LMM. The Firm’s track record, business model, growth trajectory and attractive culture provide compelling career opportunities for driven and talented individuals. Culture is a core principle which includes long-term alignment of interests with 100% of Full-Time U.S. employees participating in investment profits. The Firm has over $4 billion in assets under management (as of 3/31/25) and expects continued growth based on its performance, distinctive investment approach, and diversified investor base including public pensions, corporate pensions, insurance companies, banks, endowments, foundations, and family offices.

Star Mountain values team players with positive, solutions-based attitudes, a strong work ethic, and is committed to long-term training and career development. The Firm is employee-owned, offering material long-term wealth creation opportunities for entrepreneurial professionals. The team comprises over 100 full-time employees and 40+ Senior Advisors/Operating Partners.

The senior team has over 500 years of collective investment experience, including leadership roles at Blackstone / GSO, Fortress, Goldman Sachs, Citigroup, J.P. Morgan, and Merrill Lynch. Star Mountain has been recognized as one of the Best Places to Work by Crain’s and Pensions & Investments for four consecutive years.

Summary:

As an aligned executive, your role involves building assets, enhancing firm profitability, and increasing brand value by monetizing strategic investor relationships through a consultative fundraising model. You will provide investors with differentiated private credit, secondaries, and private equity investments across various fund structures and separate accounts, primarily covering regional investors such as RIAs, broker-dealer financial advisors, and family offices. You must have comprehensive, trusted, long-term relationships with investors and influencers, with a consultative approach to education and investment discussions. Your relationships should include some combination of RIAs, financial planners, broker/dealers, and/or family offices.

Position Description:

• Build and maintain investor relationships to generate capital within your territory.
• Educate financial advisors on Star Mountain’s products and services through meetings, seminars, conferences, and trade shows.
• Assist in developing and executing business plans to meet fundraising goals.
• Maintain activity logs and investor information in CRM systems.
• Collaborate with the fundraising team to follow up on leads within your territory.
• Travel approximately 2-3 days per week or as mutually agreed.
• Perform additional duties to support business and brand growth.

Required Qualifications:

• 12+ years of client services and fundraising experience.
• Experience at a reputable asset management firm with multiple strategies preferred.
• Proficiency with technology platforms for prospect management and pipeline tracking.
• Knowledge of private credit and equity concepts and practices.
• Extensive trusted relationships with investors.
• Proven ability to grow relationships and raise capital regionally.
• Series 7 and 66 licenses (or Series 7, 63, and 65) required.

Timing: Immediate

Location: Remote in the Northeast with flexible work options, including the possibility to work from Star Mountain’s New York office.

Compensation: Base salary, bonus, and equity package aligned with organizational culture.

Submit your resume via LinkedIn or the Star Mountain website.

Investing in the Growth Engine of America

www.StarMountainCapital.com