Director of Capital Formation
Director of Capital Formation - Miami Metro
Role Overview
Our client, a growing real estate investment manager with an established track record and institutional foundation, is seeking a Director of Capital Formation to play a leadership role in scaling its distribution platform. The firm has historically raised capital through direct relationships and is now expanding into the RIA channel via a scalable, open-ended investment structure. This individual will be a key driver of that initiative, with the opportunity to help build and grow a durable capital base over time.
The Director of Capital Formation will be responsible for:
- Leading capital formation efforts with a focus on Registered Investment Advisors (RIAs)
- Designing and executing a scalable distribution strategy for an open-ended investment vehicle
- Building and managing relationships across RIAs, multi-family offices, family offices, and broader wealth platforms
- Origination and execution of new investor relationships, with accountability for capital raised
- Partnering closely with Investor Relations to deliver an institutional-quality, high-touch investor experience
- Advising on product structuring, positioning, and go-to-market strategy
- Representing the firm externally through meetings, conferences, and ongoing relationship management
- Contributing to the long-term buildout of the firm's capital formation function
The Director of Capital Formation should have:
- 10-15+ years of experience in capital formation, fundraising, or distribution
- A proven track record of raising meaningful capital (ideally $50M+ annually)
- Demonstrated success in the RIA channel (not solely institutional fundraising experience)
- Established relationships across RIAs, family offices, MFOs, and/or wirehouses
- Strong understanding of real estate and/or alternative investment products
- A history of originating and closing investor relationships, not just maintaining them
- Ability to operate effectively in a growing, entrepreneurial platform
- Strong communication skills and comfort engaging with a sophisticated, demanding investor base
- High level of initiative, ownership, and a proactive, builder-oriented mindset
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