Capital Formation Jobs in Texas (NOW HIRING)

Sanctuary Wealth is seeking an entrepreneurial investment professional to lead and expand its Private Direct Investments platform. This highly visible role combines institutional investment expertise, investment banking, private capital markets, and business development to build a scalable, advisor-centric private investment platform across Sanctuary's national network of independent advisors.

The Director will be responsible for evaluating, structuring, executing, and distributing differentiated private investment opportunities to high-net-worth and ultra-high-net-worth clients. The role will span private equity, private credit, real estate, venture capital, infrastructure, structured investments, and other alternative asset classes.

This individual will serve as the strategic leader of the Private Direct Investments business, developing relationships with investment sponsors, issuers, developers, asset managers, family offices, and institutional partners while working closely with Sanctuary's executive leadership and advisor network.

The successful candidate will go beyond traditional investment due diligence. He or she will help build the business by leading transactions, driving capital formation, expanding advisor adoption, developing strategic partnerships, and managing the financial performance of the platform. This is an opportunity for an investment professional who combines strong analytical and transaction capabilities with a commercial mindset and a passion for building businesses within the independent wealth management channel.

Key responsibilities include:

• Strategic leadership & platform development
• Investment analysis & due diligence
• Transaction structuring & execution
• Capital formation & advisor distribution
• Department leadership & financial performance

Qualifications required:

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related discipline.
• 5+ years of progressive experience in private markets, investment banking, capital markets, private equity, private credit, institutional investments, wealth management, or alternative investments.
• Demonstrated experience evaluating, structuring, or executing private investment transactions.
• Strong understanding of private equity, private credit, real estate, venture capital, structured investments, and alternative investment vehicles.
• Strong financial modeling, valuation, investment analysis, and due diligence capabilities.
• Experience presenting investment recommendations to senior executives, investment committees, or sophisticated investors.
• Demonstrated ability to develop relationships and drive business growth.
• Exceptional written, verbal, and executive presentation skills.
• Strong project management skills with the ability to manage multiple opportunities and transactions simultaneously.
• Ability to work effectively across investment, legal, compliance, operations, and distribution functions.
• FINRA Series 7 and Series 63/66 licenses, or ability to obtain required registrations.

Preferred:

• CFA or CAIA designation.
• MBA or advanced degree.
• Experience working directly with RIAs, independent wealth management firms, broker-dealers, or other advisor distribution channels.

Benefits & compensation package:

• Health & wellness: medical, dental, and vision insurance options; Health Savings Account (HSA) programs; employer-paid life and disability insurance; wellness initiatives and preventative care support
• Financial benefits: total compensation potential of $200,000$250,000; 401(k) retirement plan with company match; performance-based incentive program; equity and/or long-term incentive opportunity
• Time off & flexibility: unlimited paid time off (PTO) package; paid company holidays; paid parental leave; hybrid work schedule
• Professional development: ongoing learning and development opportunities; professional certification and continuing education support; career growth and internal mobility opportunities; access to mentorship and leadership development programs
• Additional perks: company-sponsored events and employee engagement activities; technology and equipment support for applicable roles; inclusive and collaborative workplace culture; volunteer and community engagement opportunities