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Vice President of Capital Formation

Dallas, TX, United States

ATG is looking for a Vice President of Capital Formation. Our client is a private investment firm founded in 2001 that specializes in exclusive access to unique alternative investments. The ideal candidate will exhibit high standards, excellent communication skills, and trustworthiness, with a strong drive to succeed. PLEASE NOTE: This prestigious firm takes hiring seriously and is very methodical. They have a robust interview process that can take 2-4 weeks to complete, depending on how quickly the candidate completes each phase. However, the rewards will be substantial for the right candidate to join this firm.

Vice President- Capital Formation- Dallas, TX

The Capital Formation team is focused on expanding the capital base of our client's Partner Group. This role will primarily support the ongoing service and advisory efforts for many of the firm's longest-term and deepest Partner relationships, in addition to sourcing new Partners to invest with the firm.

Key Responsibilities :

Support the management of ongoing relationships with Partners as led by a senior member of the team, including portfolio advisory, investment inquiries, and liquidity maintenance

Monitoring existing Partner investments and growing the assets with existing Partners

Leveraging personal networks to identify new prospective Partners

Your success as a Vice President in the Capital Formation team will be measured by :

Your ability to effectively provide service and expertise to the firm's Advisor base

The quantum of new Advisors you can add to our ecosystem

Your 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 Structure :

Guaranteed Compensation will be commensurate with experience

Long-term equity incentives are provided based on success

Opportunity to earn quarterly bonuses based on the value added to the organization and firms' profitability

After 30 days of employment, you will be eligible to participate in our Matching 401k plan

We offer a generous PTO plan, along with an excellent Benefit Portfolio

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