VP, Capital Formation

Lumida Wealth; Wayne (NJ); On-site; USD 180,000 - 300,000; Full time

Job summary

Lumida Wealth is hiring a licensed Vice President of Capital Formation to lead end-to-end fundraising for Lumida-sponsored investment vehicles. You will cultivate and close commitments from accredited investors, family offices, RIAs, and institutions, leveraging your network and Lumida's community.

You will work directly with the CEO, CIO, and investment team to shape materials, manage a disciplined pipeline, and build a scalable capital-formation process for a growing private-investments

Qualifications

• Active U.S. securities licensing suitable for capital formation (e.g., Series 7, 63, 65, 66, 82)
• Proven track record of raising capital for private funds, alternatives, private companies, or institutional strategies
• Established U.S. network across family offices, UHNW investors, RIAs, founders, and institutional allocators
• Crucial ability to discuss investment strategies with sophisticated investors and manage subscription workflows

Responsibilities

• Lead end-to-end fundraising for Lumida-sponsored investment vehicles, from prospecting through subscription and close.
• Build and manage a high-quality pipeline of qualified purchasers from your network and Lumida's community (accredited investors, family offices, RIAs, institutions).
• Develop trusted senior relationships and convert them into repeat capital commitments.
• Partner with the investment team to communicate vehicle strategy, portfolio construction, risks, and fit for prospective investors.
• Create a rigorous fundraising operating cadence: CRM hygiene, pipeline reviews, conversion reporting, investor follow-up, and forecast accuracy.

Skills

Capital raising

Investor relationships

Strategic fundraising

Networking with UHNW/institutional

Tools

Grok Bot

Claude CoWork

ChatGPT

Hubspot

Job description

Vice President, Capital Formation

Location: Wayne, New Jersey, New York, NY

Employment: Full-time

Build the capital engine behind differentiated private-market access.

Lumida is an AI-native modern wealth advisor and Wealth Architect for owners and creators.

Our mission is to make money intelligent. We bring investing, trust and estate planning, and tax strategy together in a single wealth architecture - helping clients grow, protect, and transfer wealth with greater intention.

Our investment platform spans public markets and differentiated alternatives, including select pre-IPO opportunities for qualified clients. Our approach is institutional in its breadth, non-consensus in its thinking, and deeply personal in its application.

Our team shares the mindset of our clients: curious, original, and driven to build what does not yet exist. Lumida is venture-backed, with real traction, an ambitious product vision, and a rapidly growing community.

We are hiring a licensed Vice President, Capital Formation to raise capital for Lumida-sponsored investment vehicles. This is a senior, revenue-owning role for someone who can earn the confidence of sophisticated investors, translate investment theses into clear conviction, and turn a strong network into durable capital relationships.

Lumida’s private-investment track record includes CoreWeave, Shield AI, Atoms (founded by Travis Kalanick), Kraken and other deals.

We are building a focused private-investment platform across the themes reshaping the next decade.

The mandate

Own capital formation for Lumida vehicles and build toward $100 million of capital raised in your first 12 months.

You will source, cultivate, and close allocations from:

• Family offices and ultra-high-net-worth investors
• Founders, entrepreneurs, and senior operators
• RIAs and wealth-management platforms
• Institutional allocators

You will work directly with Lumida's CEO, CIO, and investment team to shape investor materials, position each opportunity, run a disciplined pipeline, and create the repeatable fundraising infrastructure that supports a growing alternatives platform.

Investment themes

Lumida invests where structural change creates asymmetric opportunity:

• AI infrastructure
• Energy Infrastructure
• Aging and longevity
• Defense technology
• Fintech

What you will do

• Lead end-to-end fundraising for Lumida-sponsored investment vehicles, from prospecting through subscription and close.
• Build and manage a high-quality pipeline of qualified purchasers from your own network and Lumida's community: accredited investors, family offices, RIAs, and institutions.
• Develop trusted senior relationships and convert them into repeat capital commitments.
• Partner with the investment team to communicate each vehicle's strategy, portfolio construction, risks, and fit for prospective investors.
• Create a rigorous fundraising operating cadence: CRM hygiene, pipeline reviews, conversion reporting, investor follow-up, and forecast accuracy.
• Help refine positioning, investor materials, due-diligence responses, and capital-formation processes.
• Represent Lumida at investor meetings, industry events, and targeted relationship-building opportunities.
• Attend Lumida community events and deepen relationships with investors, founders, and family-office leaders.
• Operate with exacting attention to securities-law, firm-policy, and investor-suitability requirements.

What you bring

• Active U.S. securities licensing appropriate to capital formation, including one or more of Series 7, 63, 65, 66, or 82
• Confidence in AI tooling such as Grok Bot, Claude CoWork and Chat GPT to raise productivity, and related tools such as Hubspot.
• A demonstrated record of raising capital for private funds, alternative investments, private companies, or institutional strategies.
• An established, relevant U.S. network across family offices, UHNW investors, RIAs, founders, and/or institutional allocators.
• Strong command of private-market fundraising, investor qualification, diligence processes, and subscription workflows.
• Credibility discussing investment strategies with sophisticated investors; intellectual range across technology, alternatives, macroeconomic themes, and portfolio construction.
• Excellent judgment, concise communication, and the ability to represent Lumda with discretion.
• Entrepreneurial ownership

Nice to have

• Experience originating private-market opportunities and developing an informed point of view on prospective investments.
• Ability to support investment underwriting, diligence, and the preparation of clear, decision-useful deal memos.

Why Lumida

• Work directly with the CEO on company-defining initiatives across AI, growth, capital raising, and company building.
• You’ll have a front-row seat to a company that is in the leading edge of disrupting a trillion dollar market.
• Join a venture-backed company with real traction, an ambitious product vision, and a rapidly growing community.

The Opportunity

This is a rare opportunity to help scale a differentiated private-investments business inside a modern wealth platform. You will work directly with the CEO, CIO, and investment team to bring exceptional opportunities to sophisticated investors.