About this opportunity
CAZ Investments lists this Sr. Vice President of Capital Formation opportunity in seattle, Washington. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Sr. Vice President - Capital Formation - Washington State
The Capital Formation team is focused on expanding the capital base of our Investor Group. This role will primarily support the ongoing service and advisory efforts for many of the firm's longest-term and deepest Investor relationships, in addition to sourcing new Investors to invest with the firm. This position will primarily focus on the Pacific Northwest, specifically Washington.
Key Responsibilities
Support the management of ongoing relationships with Investors as led by a senior member of the team, including portfolio advisory, investment inquiries, and liquidity maintenance
Monitoring existing Investor investments and growing the assets with existing Investors
Leveraging personal networks to identify new prospective Investors
Your success as a Sr. Vice President in the Capital Formation team will be measured by
Ability to effectively provide service and expertise to the firm's Investor base
Quantum of new Investors added to our ecosystem
Capacity to work within and across teams to bring success to all members of the firm
Requirements
5 years of experience in a relationship management and business development role in a fast‑paced industry
Outgoing personality and the ability to interact with rooms full of people with confidence
Team player with a strong work ethic
Ability to work in a fast‑paced environment under strict deadlines
Exceptional organizational and written communication skills and exacting attention to detail
Proficient in Microsoft Office Suite
Basic competencies in CRM software with an ability to expand
Compensation and Benefits
Base salary will be commensurate with experience
Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio
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Worksite address
seattle, WA, 98127, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.