Leon Capital Group · 4 hours ago
Managing Director, Financial Services
Dallas, TX
Full-time
Onsite
Director/Executive
10+ years expLeon Capital Group is a founder-led diversified holding company focused on capital allocation across various sectors. They are seeking a Managing Director in Financial Services to deepen relationships within the Registered Investment Advisor and Family Office ecosystem, raise capital, and enhance distribution effectiveness across wealth management channels.
Commercial Real EstateReal Estate
Hiring Manager
Ricardo Cruz, M.A.
Responsibilities
Proactively originate new relationships with RIAs, Family Offices, Independent Broker-Dealers, and Aggregators
Build and execute a systematic relationship coverage strategy, segmenting prospects by AUM, geography, and investment preferences
Cultivate deep, long-term partnerships with senior decision makers, including CIOs, portfolio managers, investment committees, and platform due diligence teams
Represent Leon Capital Group’s investment platform at industry conferences, networking events, and investor roadshows
Drive commitments from wealth management channels into LCG’s alternative investment vehicles (real estate, private credit, private equity, and bespoke co-investments)
Collaborate with internal product, operations, and legal teams to align offering structures with wealth management channel needs (e.g., subscription lines, feeder structures, tax optimization)
Track and analyze pipeline performance, investor feedback, and competitive positioning
Partner closely with the Managing Director, Capital Formation, and senior leadership to refine distribution strategy and wealth management channel engagement priorities
Provide market intelligence on wealth management platform trends, M&A activity, and emerging allocator preferences
Contribute to the design and enhancement of marketing collateral, investor presentations, and thought leadership content tailored to the wealth management channel
Qualification
Required
10–15+ years of relevant experience within capital raising, distribution, or business development for alternative investment managers or multi-asset platforms
Deep network and established credibility within the RIA, Family Office, and Independent Wealth Management ecosystem
Demonstrated success in raising capital directly (not tangentially) from RIAs or high-net-worth intermediaries
Familiarity with private equity, real estate, private credit, and related investment structures (Reg D, 506(c), feeder funds, interval funds, etc.)
Strong understanding of RIA aggregator platforms (e.g., Focus Financial, Dynasty, Mercer, Hightower) and distribution partners (e.g., CAIS, iCapital, Altigo)
Ability to articulate complex investments clearly to sophisticated investors
Bachelor's degree required
Preferred
Advanced degree or FINRA licenses (Series 7, 63, 65, or 82) strongly preferred
Company
Leon Capital Group
Leon Capital Group (LCG) is a diversified holding company for a privately-owned group of entities based in Dallas, Texas.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Fernando De Leon
Founder and CEO
Doug Puckett
Chief Administrative Officer
Recent News
2025-12-29
Company data provided by crunchbase