Job Details

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)