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PEG Companies · 3 months ago

VP, Private Wealth Fundraising

United States

Full-time

Remote

Senior Level, Lead/Staff, Director/Executive

7+ years exp

PEG Companies is seeking a Vice President of Private Wealth Fundraising to lead and execute their capital-raising strategy. This role involves crafting investment proposals, building relationships with wealth advisors, and ensuring alignment with the firm's investment goals.

Property ManagementReal EstateReal Estate Investment

Responsibilities

Develop and implement a comprehensive fundraising strategy targeting private wealth platforms, independent wealth advisors, and high-net-worth individuals

Craft persuasive investment proposals, presentations, and marketing materials that effectively communicate deal fundamentals, portfolio performance, and strategic opportunities

Collaborate with the Investment and Capital Markets teams to ensure alignment between fundraising efforts and the firm’s overall strategic objectives

Build and nurture strong relationships with regional and global private wealth platforms, family offices, and independent wealth advisors

Maintain regular communication with current and prospective investors, providing updates on investment opportunities, market trends, and portfolio performance

Serve as the primary point of contact for private wealth investors, ensuring exceptional service and responsiveness to inquiries

Identify and engage new funding sources to diversify the firm’s investor base, leveraging existing networks and exploring untapped markets

Stay abreast of market trends and investor demands, adapting strategies to meet evolving capital needs and maintain a competitive edge

Represent the firm at industry conferences, events, and private wealth gatherings to enhance visibility and attract new investors

Coordinate with legal, compliance, and operations teams to ensure all fundraising activities are compliant with regulatory requirements and follow industry best practices

Oversee investor due diligence processes, including managing cross-functional teams to prepare detailed due diligence materials and facilitate investor assessments

Serve as a thought leader within the firm, providing insights on fundraising strategy, investor relations best practices, and market dynamics to senior executives and board members

Qualification

Private wealth fundraisingCapital raisingRelationship managementFinancial acumenCommunication skillsLeadership skillsProject managementStrategic mindset

Required

Bachelor's degree in Finance, Business, Real Estate, or a related field

7+ years of experience in private wealth fundraising, capital raising, or relationship management within the real estate, private equity, or investment management sectors, with a proven track record of managing private wealth relationships

Demonstrated success in engaging with private wealth platforms, family offices, and high-net-worth individuals

Strong financial acumen and deep understanding of real estate investment fundamentals, asset management, and capital market dynamics

Excellent verbal and written communication skills, with the ability to craft strategic, high-level presentations and communicate complex deal structures effectively

Proven leadership and project management skills, with the ability to guide cross-functional teams in the capital-raising process

Strategic mindset, proactive approach, and ability to work independently and as part of the executive leadership team

Must be able to tolerate prolonged periods of sitting and/or standing at desk

Must be able to operate a computer, telephone, and/or keyboard and tolerate prolonged periods performing work using a computer, telephone, and/or keyboard

Must be able to lift up to 15 pounds at times

Must be able to travel