Capital Strategy Leader
The Capital Strategy Leader will spearhead fundraising and investor engagement across the platform, primarily through Registered Investment Advisor channels, pension funds, and institutional investors. This role owns the pursuit of new relationships, prepares and delivers materials, manages relationships, orchestrates follow-up, and maintains high-touch stakeholder experiences.
Key Responsibilities
* Drive initiatives aimed at raising capital through RIAs and other institutional channels.
* Develop and execute fundraising strategies aligned with the firm's product offerings and institutional investor appetite.
Investor Relationship Management
* Leverage and expand relationships with RIAs to accelerate equity and capital commitments.
* Act as a primary point of contact for investor inquiries, ensuring responsiveness, transparency, and high service standards.
* Prepare and present investment materials, pitch decks, detailed financial models, and updates.
Process & Tracking Ownership
* Implement systems and trackers 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 the Finance, Legal, Development, Acquisitions, and Asset Management teams to support fundraising and capital markets initiatives.
* Partner with the executive team for investor meetings, calls, 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.