Director of Capital Formation

2 weeks ago

Boston, United States Selby Jennings Full time

Head of Capital Formation

A leading Private Debt Firm is looking for a dynamic and experienced individual to join their team as the Head of Capital Formation with a focus on cultivating and managing relationships within the private wealth sector. As a vital member, you will be responsible for driving capital formation initiatives and fostering strategic partnerships with high-net-worth individuals, family offices, and private wealth management firms.


Head of Capital Formation Responsibilities:

Strategic Relationship Management:

  • Develop and nurture strong relationships with high-net-worth individuals, family offices, and private wealth management firms to drive capital formation efforts.
  • Identify key decision-makers and stakeholders within target institutions and establish rapport to promote our offerings and investment opportunities.

Capital Formation Strategy:

  • Collaborate with senior leadership to develop comprehensive capital formation strategies aligned with business objectives and growth targets.
  • Evaluate market trends, investor preferences, and regulatory changes to optimize fundraising approaches and maximize capital inflows.

Client Advisory and Education:

  • Serve as a trusted advisor to private wealth clients, offering insights on investment opportunities, market trends, and portfolio diversification strategies.
  • Conduct presentations, seminars, and workshops to educate clients on relevant financial topics and promote our investment offerings.

Pipeline Management:

  • Manage a robust pipeline of potential investors, tracking interactions, commitments, and progress towards fundraising goals.
  • Utilize CRM systems and other tools to maintain accurate records and generate reports for senior management review.


Head of Capital Formation Qualifications:

  • Bachelor's degree in Finance, Business Administration, or related field; MBA or CFA preferred.
  • Proven track record of success in capital formation, fundraising, or business development within the financial services industry.
  • Deep understanding of private wealth management, including investment products, regulatory frameworks, and client servicing best practices.
  • Exceptional interpersonal skills with the ability to build rapport and credibility with high-net-worth individuals and institutional investors.
  • Strong analytical capabilities with the ability to assess investment opportunities, conduct due diligence, and mitigate risks.
  • Excellent communication and presentation skills, with the ability to articulate complex financial concepts in a clear and compelling manner.
  • Strategic thinker with the ability to develop and execute innovative capital formation strategies to achieve business objectives.
  • Leadership experience, with a demonstrated ability to inspire and motivate teams towards common goals.

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