VP of Capital Development

Key Responsibilities

• Lead all aspects of capital raising efforts for current and future investment funds.
• Develop and execute a fundraising strategy targeting institutional and private investors, including banks, credit unions, insurance companies, family offices, and high-net-worth individuals.
• Maintain and expand relationships with existing investors while cultivating new partnerships to increase the firm’s capital base.
• Present the firm’s investment philosophy, track record, and opportunities with credibility and professionalism.
• Conduct investor meetings, presentations, and follow-up communications to move prospects through the fundraising process.
• Leverage existing relationships and industry networks to identify new capital sources and distribution channels.
• Collaborate with executive leadership to align fundraising efforts with the firm’s growth strategy and investment objectives.
• Represent the firm at industry conferences, events, and investor gatherings to increase visibility and credibility.
• Provide market intelligence on investor sentiment, fundraising trends, and competitor positioning.

Qualifications

• A minimum of 8 years of experience in accounting or finance, with at least 2 years in the Financial Services Industry; experience in the operational side of private equity or investment sectors is a plus.
• Bachelor’s degree in accounting, finance, or related field; CPA designation preferred.
• Solid understanding of GAAP and experience with financial reporting and analysis.
• Strong knowledge of financial software and systems (e.g., QuickBooks, NetSuite, Excel).
• Familiarity with Revenue Recognition for Software and SaaS (ASC 606).
• Experience with tax rules and compliance.
• Ability to work in a fast-paced, dynamic environment and handle multiple tasks simultaneously.
• Excellent communication and interpersonal skills to effectively collaborate across teams and with external stakeholders.
• Exceptional analytical abilities and problem-solving capabilities, with a proactive approach to addressing challenges.
• Experience managing and/or working with global teams.