Job Description

We are seeking an experienced and strategically focused Vice President of Private Wealth Capital Formation to spearhead the expansion of our client's high-net-worth, family office, and independent advisor investor relationships across RIA and Independent Broker-Dealer (IBD) networks. This role involves developing and implementing comprehensive private wealth fundraising strategies targeting institutional platforms, aggregators, and boutique distribution channels while showcasing our client's differentiated hospitality and real estate investment opportunities.

This high-impact position offers direct collaboration with executive leadership. The ideal candidate will drive capital formation through sophisticated investor engagement, strategic product positioning, and cross-functional partnership with investment, marketing, legal, and operations teams. The VP will establish themselves as both an internal subject matter expert and external representative of our client's expanding private wealth market presence.

Core Responsibilities

• Design and execute comprehensive capital formation strategies across the private wealth ecosystem, encompassing RIAs, IBDs, family offices, and ultra-high-net-worth individuals
• Develop and maintain robust new investor pipelines through targeted outreach, strategic alliances, and channel partnerships
• Create and present compelling investment stories customized for sophisticated wealth advisors, integrating asset class fundamentals, market analysis, and performance metrics
• Partner with executive leadership, investment, and capital markets teams to optimize product positioning for wealth channel distribution
• Build substantive relationships with key stakeholders across private wealth platforms—including gatekeepers, senior advisors, aggregators, custodians, and wealth strategists
• Represent the organization at premier industry conferences, family office events, and RIA/IBD gatherings to enhance brand recognition and market presence
• Function as the primary liaison to private wealth investors, providing white-glove service, proactive updates, and institutional-quality responsiveness
• Collaborate with compliance, legal, and operations teams to ensure all fundraising initiatives comply with FINRA and SEC regulatory requirements
• Manage onboarding procedures across third-party distribution platforms and due diligence systems
• Work with internal and external teams to develop channel-specific marketing materials, reporting tools, and educational resources
• Deliver market insights on capital flow trends, competitive landscape analysis, and emerging developments within the private wealth sector
• Counsel senior leadership on investor preferences, product development opportunities, and optimal timing for new offerings in the wealth management space
• Pioneer the development of our internal wealth capital capabilities with potential to build and lead an expanded sales and relationship management organization

Required Qualifications

• 7+ years of client-facing capital raising or fundraising experience with demonstrated success in private wealth channels—specifically RIAs, IBDs, and family offices
• Proven track record of building and nurturing investor relationships across traditional and emerging platforms
• Background in real estate private equity, alternative investments, or hospitality-focused investment vehicles strongly preferred
• Bachelor's degree in Finance, Business, Real Estate, or related discipline; MBA or advanced credentials (CFA, CAIA) preferred
• FINRA SIE, Series 7, and Series 63 licenses required; Series 65 and/or 24 advantageous

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