At a glanceSummarised by Seekless from the posting.
Must have4
Experience raising capital from and managing relationships with high net worth, ultra-high net worth, family office, and institutional investors
Experience in financial services, investment management, private banking, financial technology, commercial real estate, or a similar field
Strong communication, negotiation, and presentation skills
Bachelor's degree in finance, business, or a related field
Nice to have3
Master’s or CFA is a plus
Series 7 or Series 63 licenses preferred
Passion for results, innovation, and collaboration
Eligibility1
Must complete Job Fit Assessment for consideration
Skills
CRM
Benefits
Health insurance
401(k)
Unlimited PTO
Are you experienced in Capital Raising and eager to make a meaningful impact?
About the company
Join a dynamic team committed to driving growth, innovation, and purpose in oil & gas royalty and real estate investments. This is your opportunity to elevate your career while shaping the future of investing.
Your Responsibilities
•
Build and grow our client base, targeting high-net-worth individuals, family offices, RIAs, and institutional investors.
•
Drive capital-raising efforts for oil & gas and real estate deals, ensuring timely transaction closures.
•
Deliver compelling presentations that highlight our investment strategies and opportunities.
•
Represent RPC at industry events, building and nurturing strategic relationships.
•
Maintain CRM integrity by tracking investor interactions and activity.
•
Track key KPIs, including capital raised, new investors, and ROI on marketing efforts.
Requirements
Qualifications
•
Must complete Job Fit Assessment for consideration
•
Experience raising capital from and managing relationships with high net worth, ultra-high net worth, family office, and institutional investors
•
Experience in financial services, investment management, private banking, financial technology, commercial real estate, or a similar field
•
Strong communication, negotiation, and presentation skills.
•
Bachelor’s degree in finance, business, or a related field (Master’s or CFA is a plus).
•
Series 7 or Series 63 licenses preferred.
•
Passion for results, innovation, and collaboration.
Job Fit Assessment
To apply for this job, please take this assessment as soon as possible. Allow roughly 45 minutes of undistracted time to complete: