Strategic Capital Growth Lead
Team Architects
14 days+
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Benefits offered by this job
Job summary
A leading financial services firm in Dallas seeks an experienced professional in capital raising to drive growth and innovation in oil & gas and real estate investments. Responsibilities include building client relationships, delivering impactful presentations, and ensuring successful transaction closures. The ideal candidate will have experience with high-net-worth individuals and a relevant bachelor's degree, with licenses such as Series 7 or 63 preferred. Join us for a competitive salary and comprehensive benefits including health insurance and a generous PTO policy.
Qualifications
- Experience raising capital from high-net-worth individuals, family offices, and institutional investors.
- Must have strong communication, negotiation, and presentation skills.
- Series 7 or Series 63 licenses preferred.
Responsibilities
- Build and grow client base, targeting high-net-worth individuals and institutions.
- Drive capital-raising efforts and ensure timely closures.
- Deliver compelling presentations to showcase investment strategies.
Skills
Client relationship management
Capital raising
Presentation skills
Communication
Negotiation
Education
Bachelor's degree in finance, business, or related field
Master’s or CFA
Job description
A leading financial services firm in Dallas seeks an experienced professional in capital raising to drive growth and innovation in oil & gas and real estate investments. Responsibilities include building client relationships, delivering impactful presentations, and ensuring successful transaction closures. The ideal candidate will have experience with high-net-worth individuals and a relevant bachelor's degree, with licenses such as Series 7 or 63 preferred. Join us for a competitive salary and comprehensive benefits including health insurance and a generous PTO policy.
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