Strategic Partnerships Director - Wealth & Capital Markets

EPL Group; Miami (FL); On-site; USD 150,000 - 400,000; Part time

Job summary

EPL Group’s Florida-based Director role focuses on building and managing senior relationships with advisors, wealth managers and family offices serving HNW clients entering the US AI market.

You will generate introductions to accredited investors, support investor meetings and educational events, and help shape our intermediary strategy. The position offers a partner-track path with success-fee economics and no base salary.

Qualifications

• 4+ years in wealth management, asset management, private markets, capital formation, investment banking or SFOs.
• Established relationships with RIAs, MFOs, SFOs, attorneys or accountants.
• Proven record originating investors or capital.

Responsibilities

• Build and manage senior relationships with advisors and family office principals
• Generate qualified introductions to accredited investors and other appropriate capital sources
• Support investor meetings, private dinners and educational events
• Build repeatable intermediary channels, not one-off prospecting
• Help shape our intermediary and capital-formation strategy

Skills

Wealth management

Asset management

Capital formation

Investment banking

SFOs

Job description

EPL Group’s Florida-based Director role focuses on building and managing senior relationships with advisors, wealth managers and family offices serving HNW clients entering the US AI market.

You will generate introductions to accredited investors, support investor meetings and educational events, and help shape our intermediary strategy. The position offers a partner-track path with success-fee economics and no base salary.