Ballard Global · 21 hours ago
Vice President, Capital Markets (Private Credit & Alternatives) – New England (Remote)
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $120K/yrBallard Global is a private investment firm seeking a senior, FINRA-licensed capital raiser to expand their investor base in the HNWI, Family Office, and Institutional allocator channels. The role involves building pipeline, closing deals, and managing investor relationships while ensuring compliance with broker-dealer regulations.
FinanceFinancial ServicesProfessional Services
Responsibilities
Raise capital into Regulation D Rule 506(c) private placements (verified accredited investors)
Source and close new relationships across HNWI/UHNW individuals, Family Offices, RIAs, and select institutional allocators (as applicable)
Build and manage your own book of investor relationships you originate
Drive a consistent prospecting and meeting cadence; convert interest to commitments and funded capital
Maintain accurate pipeline activity and notes in HubSpot CRM
Partner with internal teams on investor onboarding, events/webinars, and investor communications—within compliance-approved workflows
Qualification
Required
FINRA SIE + Series 63 + (Series 7 or Series 82 - Private Securities Offerings Representative) required
Able to register/hold licenses through our partner broker-dealer, subject to approval and onboarding
Proven capital raising experience in private credit, alternatives, private equity/real estate, or adjacent private market strategies
A meaningful existing network of accredited investors and/or HNWI, Family Office, RIA, and Institutional relationships you can engage immediately
Comfortable in a true hunter seat: self-sourced lead generation, high accountability, and consistent outbound cadence
High integrity, compliance-first mindset: operate under broker-dealer supervision and use approved materials only
Organized operator with disciplined follow-up and strong CRM habits
Preferred
Greater Boston / New England preferred
Occasional travel for investor meetings, conferences, and company events
Benefits
Medical insurance
PTO
Standard employee benefits
Company
Ballard Global
Ballard Global is a private investment firm providing opportunities for investors to maximize tax-deferred growth, protect capital through diversification, or create passive income streams that span generations.
Founded in 1997
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase