Jobs · Finance · California

Vice President, Institutional Sales - North America (West Coast)

Patria Investments · Sausalito, CA · 1 mo ago
HybridFinance$61/hrFull-time

The VP of Private Markets Institutional Sales at Patria Investments is responsible for accelerating fundraising and relationship management efforts across the Western United States and Canada. This role requires extensive institutional fundraising and investor relations experience, particularly in private markets.

About the role

This position is based on the West Coast and works closely with the firm's senior salesperson in San Francisco. It involves regular travel throughout the region and collaboration with the broader North American commercial team.

Responsibilities

  • Develop and cultivate strong relationships throughout the Western institutional investment community, ensuring Patria's brand, platform, and capabilities are effectively represented.
  • Systematically map and target investors not currently invested with Patria; establish new relationships and coordinate meetings and roadshows.
  • Drive follow-up after presentations, field information requests, and coordinate internally to ensure responses are delivered efficiently and the sales process advances.
  • Interface with field consultants where relevant, in coordination with existing sales leadership and product teams.
  • Deliver market intelligence — investor developments, changes in appetite and buying behavior, competitive dynamics — that informs the firm's marketing and business strategy.
  • Work with product leadership to package and position new funds and strategies based on LP and consultant input and competitive assessment.

Qualifications

  • Bachelor's degree in Finance, Business, or a related field; Master's degree preferred.
  • Minimum of 6–8 years of directly relevant fundraising / investor relations experience with a recent focus on private markets, in-house or at a third-party placement agent.
  • In-depth knowledge of private markets products, including private equity, credit, infrastructure, real assets, and semi-liquid structures.
  • Experience navigating institutional LP relationships across one or more channels: pension funds, insurers, endowments, foundations, consultants, RIAs.
  • An existing West Coast network is a strong plus.
  • A consultative, solutions-oriented approach to investor engagement — asset-allocation-level dialogue rather than product push.
  • Strong analytical and communication skills, with the ability to convey complex investment concepts to diverse audiences and a track record of exceeding sales targets.
  • Willingness to travel extensively across the Western US.

Professional Experience / Qualifications

  • Bachelor's degree in Finance, Business, or a related field; Master's degree preferred.
  • Minimum of 6–8 years of directly relevant fundraising / investor relations experience with a recent focus on private markets, in-house or at a third-party placement agent.
  • In-depth knowledge of private markets products, including private equity, credit, infrastructure, real assets, and semi-liquid structures.
  • Experience navigating institutional LP relationships across one or more channels: pension funds, insurers, endowments, foundations, consultants, RIAs.
  • An existing West Coast network is a strong plus.
  • A consultative, solutions-oriented approach to investor engagement — asset-allocation-level dialogue rather than product push.
  • Strong analytical and communication skills, with the ability to convey complex investment concepts to diverse audiences and a track record of exceeding sales targets.
  • Willingness to travel extensively across the Western US.

Patria is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, or disability, or any other federal, state or local protected class. Our employment policies strictly prohibit all forms of discrimination, and all employment practices are based solely on individual merit and the organization's needs.

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