Augustine Talent Group
ATG is looking for an Sr. Vice President, Capital Formation in Seattle, WA. Our client is a private investment firm founded in 2001 that specializes in exclusive access to unique alternative investments.
Sr. Vice President- Capital Formation The Capital Formation team is focused on expanding the capital base of the 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
Success as a Sr. Vice President in the Capital Formation team will be measured by your:
Ability to effectively provide service and expertise to the firm’s Partner base
Quantum of new Partners added to the 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
Existing ecosystem of RIA’s in Seattle, WA
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 firms’ profitability
After 30 days of employment, you will be eligible to participate in a Matching 401k plan
We offer a generous PTO plan, along with an excellent Benefit Portfolio
#J-18808-Ljbffr
Sr. Vice President- Capital Formation The Capital Formation team is focused on expanding the capital base of the 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
Success as a Sr. Vice President in the Capital Formation team will be measured by your:
Ability to effectively provide service and expertise to the firm’s Partner base
Quantum of new Partners added to the 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
Existing ecosystem of RIA’s in Seattle, WA
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 firms’ profitability
After 30 days of employment, you will be eligible to participate in a Matching 401k plan
We offer a generous PTO plan, along with an excellent Benefit Portfolio
#J-18808-Ljbffr