West Region Private Wealth Capital Advisor

Dwight Securities Management LLC; Los Angeles (CA); On-site; USD 130,000 - 200,000; Full time

Job summary

Dwight Securities Management LLC is seeking a Vice President to lead regional capital raising and intermediary distribution in the Western Territory. This senior role requires building high-value relationships with financial advisors, RIAs, wirehouses, private banks, and platform contacts to drive asset growth for our real estate credit and private lending platforms.

You will sit in-market and collaborate with internal sales support to deliver exceptional service and results.

Qualifications

• Active Series 7 and Series 63 (or Series 66) licenses.
• 5–8+ years capital raising or external sales in wealth management.
• Established network across RIAs, wirehouses, private banks, and independent broker-dealers in the Western region.
• Bachelor’s degree or equivalent in financial services.
• Excellent verbal, written, and presentation skills for virtual meetings and client interactions.
• Proficiency with CRM systems (Salesforce) and financial sales tools; familiarity with AI productivity tools.
• Strong organizational and critical-thinking skills; ability to manage competing priorities in a fast-paced, sales-driven environment.
• MS Office Suite (Outlook, Excel, PowerPoint, Word)

Responsibilities

• Lead capital formation and business development in the Western Territory across intermediary channels.
• Cultivate relationships with financial advisors and wealth management teams across key firms.
• Oversee Central territory strategy with internal sales support for pipelines and accounts.
• Deliver platform fund strategy presentations in person or virtually.
• Expand product availability and maintain mindshare with key wealth management firms.
• Represent DSM at industry conferences, regional advisor events, and roundtables.

Skills

Capital raising

Sales experience

Relationship management

Communication skills

CRM experience

MS Office

Education

Bachelor's degree

Tools

Salesforce

Financial tools

Job description

Dwight Securities Management LLC is seeking a Vice President to lead regional capital raising and intermediary distribution in the Western Territory. This senior role requires building high-value relationships with financial advisors, RIAs, wirehouses, private banks, and platform contacts to drive asset growth for our real estate credit and private lending platforms.

You will sit in-market and collaborate with internal sales support to deliver exceptional service and results.