Remote Director, Capital Formation for HNW & Family Office

Rex Teams; Florida; Ibrido; USD 180.000 - 350.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401(k) with company matching

Fully remote

Descrizione del lavoro

Rex seeks a Director of Capital Formation, High Net Worth to fund its growing real estate and tech platforms. You will raise equity from HNW/UHNW individuals and family offices, closing deals on time while building and coaching a high-performing raising team.

You’ll run a sales-oriented capital formation process, from first touch to funded capital, with precise CRM and forecasting. This role is fully remote and requires a missionary mindset toward investor stewardship.

Competenze

• 7–10+ years direct experience raising capital from HNW/UHNW and family offices.
• Real estate private equity or syndication experience preferred.
• Proven ability to build and train capital raisers and maintain CRM discipline.
• Deep network with UHNW contacts and wealth advisors a plus.
• Strong command of SEC, FINRA, Regulation D and accredited investor verification.

Mansioni

• Own direct capital raising from HNW/UHNW and family offices, ensuring on-time funding.
• Lead and develop raisers as a player-coach, building a scalable team.
• Run full funnel from lead to accredited verification to funded capital with reliable forecasts.
• Create investor events and programs to drive reinvestment and referrals.
• Represent Rex to investors in person and on LinkedIn; capture market signals for marketing.

Conoscenze

Capital raising

HNW/UHNW outreach

CRM discipline

Reg D compliance

LinkedIn presence

Investors relations

Team leadership

Sales operations

Formazione

Bachelor's degree in finance/business/economics

Strumenti

Juniper Square

InvestNext

SyndicationPro

Salesforce

HubSpot

DocuSign

Descrizione del lavoro

Rex seeks a Director of Capital Formation, High Net Worth to fund its growing real estate and tech platforms. You will raise equity from HNW/UHNW individuals and family offices, closing deals on time while building and coaching a high-performing raising team.

You’ll run a sales-oriented capital formation process, from first touch to funded capital, with precise CRM and forecasting. This role is fully remote and requires a missionary mindset toward investor stewardship.