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:
• RIAs, financial advisors, and wealth managers
• Family offices
• 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
• Raise capital through proactive outreach and strategic partnerships across RIAs, advisors, and family offices
• Build and manage a pipeline of prospective investors and consistently achieve fundraising targets
• Develop and maintain relationships with key stakeholders (CIOs, portfolio managers, due diligence teams)
• Deliver presentations, meetings, and events to drive engagement and investor education
• Support investor onboarding, subscription processes, and Reg D compliance
• Maintain ongoing investor relationships, reporting, and communication
Qualifications
• 5–10+ years in alternative investment sales, private wealth distribution, or RIA/institutional sales
• Proven track record of raising capital and exceeding targets
• Existing network of RIAs, advisors, or family offices required
• Strong understanding of alternative investments (private credit, real estate, mREITs)
• Excellent communication, presentation, and relationship management skills
• Bachelor’s degree & FINRA licenses (Series 7/63) preferred
Compensation
• Base Salary: $120,000 – $175,000
• Incentive Compensation: Commission-based, performance-driven
• Total Compensation: $200,000 – $400,000+ (uncapped)
Benefits
• Medical, dental, vision, life, and disability insurance
• 401(k) with company match
• Paid time off
• Marketing and business development support
Why Join Alliance Portfolio
• High-impact role driving capital formation for a growing platform
• Entrepreneurial environment with significant upside
• Direct exposure to alternative investments and private markets
• Opportunity to build and scale a long-term investor network
