Description

Capital Markets Representative

Overview

Alliance Portfolio is seeking a driven Capital Markets Representative to lead capital raising for the Alliance Mortgage Fund (Reg D mREIT) .

This role focuses on building and managing relationships with:

1. RIAs, financial advisors, and wealth managers
2. Family offices
3. High-net-worth (HNW) and ultra-high-net-worth (UHNW) investors

You will play a key role in scaling capital formation while delivering a high-quality investor experience.

Key Responsibilities

1. Raise capital through proactive outreach and strategic partnerships across RIAs, advisors, and family offices
2. Build and manage a pipeline of prospective investors and consistently achieve fundraising targets
3. Develop and maintain relationships with key stakeholders (CIOs, portfolio managers, due diligence teams)
4. Deliver presentations, meetings, and events to drive engagement and investor education
5. Support investor onboarding, subscription processes, and Reg D compliance
6. Maintain ongoing investor relationships, reporting, and communication

Qualifications

1. 5-10+ years in alternative investment sales, private wealth distribution, or RIA/institutional sales
2. Proven track record of raising capital and exceeding targets
3. Existing network of RIAs, advisors, or family offices required
4. Strong understanding of alternative investments (private credit, real estate, mREITs)
5. Excellent communication, presentation, and relationship management skills
6. Bachelor's degree & FINRA licenses (Series 7/63) preferred

Compensation

1. Base Salary: $120,000 - $175,000
2. Incentive Compensation: Commission-based, performance-driven
3. Total Compensation: $200,000 - $400,000+ (uncapped)

Benefits

1. Medical, dental, vision, life, and disability insurance
2. 401(k) with company match
3. Paid time off
4. Marketing and business development support

Why Join Alliance Portfolio

1. High-impact role driving capital formation for a growing platform
2. Entrepreneurial environment with significant upside
3. Direct exposure to alternative investments and private markets
4. Opportunity to build and scale a long-term investor network