Sr. Vice President of Capital Formation

CAZ Investments; Seattle (WA); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

401k matching

Generous PTO

Excellent benefits portfolio

Job summary

CAZ Investments is seeking a Sr. Vice President for Capital Formation in Seattle, WA. This role focuses on expanding the capital base by managing existing Investor relationships and sourcing new Investors in the Pacific Northwest. Candidates should have at least 5 years of experience in relationship management, strong communication skills, and proficiency in Microsoft Office Suite. A competitive salary and benefits package, including a PTO plan and a matching 401k plan, will be offered.

Qualifications

• 5 years of experience in a relationship management and business development role in a fast‑paced industry.
• Outgoing personality with the ability to interact confidently with others.
• Exceptional organizational and written communication skills.

Responsibilities

• Support management of ongoing relationships with Investors.
• Monitor existing Investor investments and grow assets.
• Identify new prospective Investors through personal networks.

Skills

Relationship management

Business development

Networking

Organizational skills

Communication skills

Tools

Microsoft Office Suite

CRM software

Job description

Sr. Vice President - Capital Formation - Washington State

The Capital Formation team is focused on expanding the capital base of our Investor Group. This role will primarily support the ongoing service and advisory efforts for many of the firm's longest-term and deepest Investor relationships, in addition to sourcing new Investors to invest with the firm. This position will primarily focus on the Pacific Northwest, specifically Washington.

Key Responsibilities

• Support the management of ongoing relationships with Investors as led by a senior member of the team, including portfolio advisory, investment inquiries, and liquidity maintenance
• Monitoring existing Investor investments and growing the assets with existing Investors
• Leveraging personal networks to identify new prospective Investors

Your success as a Sr. Vice President in the Capital Formation team will be measured by

• Ability to effectively provide service and expertise to the firm's Investor base
• Quantum of new Investors added to our ecosystem
• Capacity to work within and across teams to bring success to all members of the firm

Requirements

• 5 years of experience in a relationship management and business development role in a fast‑paced industry
• Outgoing personality and the ability to interact with rooms full of people with confidence
• Team player with a strong work ethic
• Ability to work in a fast‑paced environment under strict deadlines
• Exceptional organizational and written communication skills and exacting attention to detail
• Proficient in Microsoft Office Suite
• Basic competencies in CRM software with an ability to expand

Compensation and Benefits

• Base salary will be commensurate with experience
• Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
• Participation in our matching 401k plan
• We offer a generous PTO plan, along with an excellent benefits portfolio