Sr. Vice President of Capital Formation

1 month ago

Kansas City, United States CAZ Investments Full time

CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.


We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbin's latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.


We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Partners to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Partners do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.


Sr. Vice President- Capital Formation- Kansas City, MO

The Capital Formation team is focused on expanding the capital base of our Partner Group. This role will primarily support the ongoing service and advisory efforts for many of the firm's longest-term and deepest Partner relationships in addition to sourcing new Partners to invest with the firm.


Key Responsibilities:

  • Support the management of ongoing relationships with Partners as led by a senior member of the team, including portfolio advisory, investment inquiries, and liquidity maintenance
  • Monitoring existing Partner investments and growing the assets with existing Partners
  • Leveraging personal networks to identify new prospective Partners


Your success as a Sr. Vice President in the Capital Formation team will be measured by:

  • Ability to effectively provide service and expertise to the firm's Partner base
  • Quantum of new Partners added to our ecosystem
  • Capacity to work within and across teams to bring success to all members of the firm


Requirements:

  • 5 years of experience in a relationship management and business development role in a fast-paced industry
  • Outgoing personality and the ability to interact with rooms full of people with confidence
  • Team player with a strong work ethic
  • Ability to work in a fast-paced environment under strict deadlines
  • Exceptional organizational and written communication skills and exacting attention to detail
  • Proficient in Microsoft Office Suite
  • Basic competencies in CRM software with an ability to expand


Compensation Structure:

  • Guaranteed Compensation will be commensurate with experience
  • Long-term equity incentives are provided based on success
  • Opportunity to earn quarterly bonuses based on the value added to the organization and firm's profitability
  • After 30 days of employment, you will be eligible to participate in our Matching 401k plan
  • We offer a generous PTO plan, along with an excellent Benefit Portfolio

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