
Capital Fundraising Specialist
3 days ago
The role of the VP of Capital Strategy involves leading fundraising and investor engagement efforts. This includes developing strategies to raise capital through Registered Investment Advisor channels, pension funds, and institutional investors.
Key Responsibilities
- Lead initiatives aimed at raising capital through RIAs and other institutional channels.
- Develop fundraising strategies aligned with product offerings and institutional investor appetite.
Investor Relationship Management
- Leverage relationships with RIAs to accelerate equity and capital commitments.
- Act as primary point of contact for investor inquiries, ensuring responsiveness and high service standards.
- Prepare and present investment materials, pitch decks, detailed financial models, and updates.
- Coordinate with senior executives to deliver polished materials.
Process & Tracking Ownership
- Implement systems to monitor fundraising campaigns, investor touchpoints, timelines, commitments, and next steps.
- Report on KPIs and progress to the executive team.
Thought Leadership & Market Insight
- Stay ahead of industry trends, emerging capital sources, and RIA market dynamics.
- Align internal stakeholders by sharing market intelligence and positioning insights.
Cross-Functional Collaboration
- Work closely with Finance, Legal, Development, Acquisitions, and Asset Management teams to support fundraising initiatives.
- Partner with senior executives for investor meetings and strategic outreach.
Qualifications & Experience
- 7–10 years in a capital or fundraising role – preferably in real estate, private equity, or alternative asset management.
- A proven track record of raising capital through RIA networks and institutional channels.
RIA Network
- Strong relationships with a national/regional RIA base, credible reputation as a trusted partner.
Communication & Presentation Skills
- Exceptional written and verbal communication; adept at building compelling investment recommendations and materials.
- Comfortable leading presentations to sophisticated audiences.
Project Management
- Highly organized, detail-oriented, and able to manage multiple live fundraising efforts.
- Proactive, with strong follow-through and ability to pivot quickly.
Team Player & Strategist
- Collaborative by nature; able to partner across functions and lead constituents.
- Strategic, with a growth mindset and entrepreneurial spirit.
Searchable TitleCapital Fundraising Specialist
-
VP of Capital Strategy
4 days ago
Charlotte Bay, Australia Macdonald & Company Full timeRole OverviewMacdonald & Company is exclusively retained to appoint a 'VP of Capital Strategy' in Baltimore, MD. Our client is a well-established real estate investment and development firm, seeking a leader to drive fundraising and investor engagement across the platform, primarily through Registered Investment Advisor channels, pension funds, and...
-
VP of Capital Strategy
4 days ago
Charlotte Bay, Australia Macdonald & Company Full timeRole OverviewMacdonald & Company is exclusively retained to appoint a 'VP of Capital Strategy' in Baltimore, MD. Our client is a well-established real estate investment and development firm, seeking a leader to drive fundraising and investor engagement across the platform, primarily through Registered Investment Advisor channels, pension funds, and...
-
Capital Strategy Director
21 hours ago
Charlotte Bay, Australia beBeeFundraiser Full time $180,000 - $250,000Are you a skilled professional seeking a challenging role in capital strategy leadership?About the RoleWe are currently seeking a seasoned executive to lead our fundraising and investor engagement efforts across various channels, including Registered Investment Advisor (RIA) networks and institutional investors.Main ResponsibilitiesDevelop and execute...
-
VP of Capital Strategy
3 days ago
Charlotte Bay, Australia beBeeFundraising Full time $120,000 - $180,000About This RoleWe are seeking an exceptional leader to spearhead our capital strategy initiatives. Reporting directly to the President, this individual will be responsible for driving fundraising efforts and investor engagement across various channels.Key ResponsibilitiesDevelop and execute comprehensive fundraising strategies aligned with our product...
-
Fundraising Program Manager
1 week ago
Byron Bay, Australia Beaumont People Full time**Contribute to protecting and restoring rainforests**: - **Flexible work arrangements, work from home**: - **Work for an organisation that actively fosters a culture of collaboration** **Rainforest 4 Foundation** Rainforest 4 Foundation is protecting and restoring rainforests for wildlife, climate, people, and the planet. The Foundation provide...
-
Operations Finance Specialist
5 days ago
Charlotte Bay, Australia beBeeFinancial Full time $90,000 - $120,000Treasury Operations SpecialistWe are seeking a detail-oriented and organized professional to join our Treasury Operations team. As a Treasury Operations Analyst, you will play a critical role in supporting wire activity across Treasury, Investment, and Accounting operations.You will be responsible for coordinating daily cash balance reporting, processing...
-
Cash Flow Management Expert
3 days ago
Charlotte Bay, Australia beBeeCashFlow Full time $59,400 - $120,900Job Description:This role is responsible for overseeing the full cycle of cash flow management operations, managing risk and supporting working capital objectives. The successful candidate will lead a team of specialists responsible for daily cash applications, customer evaluations and approvals, collections, and account reconciliations.Key...
-
Hr Services Specialist
1 day ago
Charlotte Bay, Australia Isolved Full timeOverview HR Services Specialist is responsible for promoting and selling isolved's HR Services solutions to existing clients.This role focuses on identifying HR-related challenges and providing technology-driven solutions to optimize workforce management.By developing strong relationships with clients, the HR Services Specialist helps organizations...
-
HR Services Specialist
4 days ago
Charlotte Bay, Australia isolved Full timeOverviewHR Services Specialist is responsible for promoting and selling isolved's HR Services solutions to existing clients. This role focuses on identifying HR-related challenges and providing technology-driven solutions to optimize workforce management. By developing strong relationships with clients, the HR Services Specialist helps organizations...
-
Project Coordination Specialist
1 day ago
Charlotte Bay, Australia beBeeProjectManagement Full time $90,000 - $120,000Job OverviewThis role requires strong end-to-end project management experience in Capital Markets and/or Sales & Trading environments.The ideal candidate will have a proven track record of managing projects from initiation through delivery, ensuring milestones, tasks, and sub-tasks are completed on time and within scope.Key Responsibilities:Develop...