Managing Director – Capital Formation

Our client is a growing real estate investment platform whose long-term success depends on consistent, scalable access to accredited investor capital. The Managing Director – Capital Formation will own and lead this function in its entirety.

This is a senior, high-impact leadership role designed for an accomplished capital raiser with an established network of accredited investors and a strong personal brand. The successful candidate will independently raise approximately $75M–$100M in equity annually through private placement structures and will play a critical role in supporting the firm’s acquisition and growth strategy.

This role carries full ownership of the capital formation process—from first investor contact through close and reinvestment—and requires a professional who operates with an entrepreneurial mindset, minimal oversight, and a high degree of accountability. The position is ideally based in Western Pennsylvania or requires regular access to the region 2–3 days per week.

What Success Looks Like

The successful candidate will demonstrate the ability to:

Build, scale, and continuously strengthen a repeatable capital-raising platform

Design and execute a disciplined, end-to-end capital formation strategy

Consistently raise $75M+ annually from accredited investors

Independently source capital through personal relationships, referrals, events, and targeted outreach

Own investor engagement from initial relationship through closed capital and follow-on investments

Drive efficient conversion through disciplined follow-up and relationship management

Grow investor allocations by creating opportunities for repeat and increased investments

Maintain a forward-looking investor pipeline sufficient to support annual targets

Achieve quarterly and annual capital goals with minimal oversight

Core Responsibilities

Build, maintain, and expand the firm’s capital formation engine

Architect, implement, and continuously refine capital-raising processes

Personally raise $75M+ per year from accredited investors through private offerings

Source new investor relationships through personal networks, introductions, events, and targeted outreach

Manage investor follow-ups, pipeline progression, and conversions

Expand existing investor relationships through repeat investments and increased commitments

Maintain a robust and high-quality investor pipeline aligned with growth objectives

Own the full investor lifecycle, from initial engagement through close and reinvestment

Consistently meet or exceed quarterly and annual capital-raising objectives

Investor Relationship Leadership

Build and strengthen long-term relationships with high-net-worth individuals, family offices, and sophisticated investors

Represent the firm at relationship-driven events including dinners, conferences, site visits, and other investor engagements

Serve as a trusted advisor by clearly articulating the firm’s investment strategy, offerings, and performance

Partner closely with investment, investor relations, legal, marketing, and asset management teams to execute offerings

Provide market feedback on offering structure, positioning, and investor objections to improve conversion

Process, Compliance & Reporting

Ensure investor communications are accurate, compliant, and aligned with firm strategy

Maintain strong alignment between investment thesis, acquisitions, and capital messaging

Accurately track investor activity, pipeline stages, and commitments in the firm’s CRM

Maintain high standards for data integrity, forecasting accuracy, and reporting

Provide regular pipeline and capital forecasts to senior leadership

Adhere to firmwide compliance, reporting, and data standards

Additional responsibilities may be assigned as needed to support the firm’s mission through real estate investment.

Values & Operating Principles

Collaboration: Team-oriented, approachable, and engaged

Humility: Selfless, respectful, and committed to continuous improvement

Bold Execution: Proactive, decisive, and courageous

Integrity: Trustworthy, principled, and sincere

Vision: Forward-thinking, adaptable, and empathetic

Excellence: Accountable, dependable, and results-driven

Objectives & Performance Measures

Capital available to support acquisitions

Cost efficiency of capital raised

Investor satisfaction and advocacy

Total equity capital under management

Ideal Candidate Profile Experience & Background

10+ years of capital raising, investor relations, or private placement experience

Proven track record raising $75M–$100M+ annually from accredited investors

Established network of high-net-worth individuals and sophisticated investors

Experience operating with full revenue accountability

Deep understanding of private offerings and accredited investor requirements

Strong knowledge of private real estate or alternative investments

Familiarity with compliance and investor communication standards

Skills & Attributes

Exceptional relationship-building and trust development

Clear, compelling investment storytelling

Strong financial and deal-level acumen

Highly self-directed with an ownership mindset

Ability to influence across teams without direct authority

Proficiency with modern productivity tools (email, documents, spreadsheets, presentations)