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Placement Agent Jobs (NOW HIRING)

$125.60 - $216.94/hr

Experience from a leading private equity, growth equity, asset management firm or placement agent with proven success in investor coverage, fundraising, or IR project management, with exposure to ...

Experience with a broker/agent, including marketing large middle market accounts to carriers ... placements. * Must currently hold an applicable insurance license * Experience with Epic a plus.

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Placement Agent information

What is a placement agent?

Placement agents are intermediaries who help investment fund managers, such as those running private equity, hedge, or real estate funds, raise capital from institutional investors and other sources. They leverage their network and expertise to connect fund managers with suitable investors, draft marketing materials, and guide both parties through the fundraising process. Placement agents typically earn a fee based on the amount of capital successfully raised for the fund.

How does a placement agent typically collaborate with fund managers and institutional investors during the fundraising process?

Placement Agents act as intermediaries between fund managers seeking to raise capital and institutional investors looking for new opportunities. They work closely with fund managers to understand the unique value proposition of the fund, develop marketing materials, and strategize outreach efforts. Throughout the fundraising process, Placement Agents coordinate meetings, facilitate due diligence, and address investor inquiries, ensuring both parties have clear communication. Successful Placement Agents often build long-term relationships with both managers and investors, making collaboration and networking essential parts of the role.

What are the key skills and qualifications needed to thrive as a placement agent, and why are they important?

To thrive as a Placement Agent, you need a solid understanding of financial markets, investment products, and fundraising strategies, often supported by a degree in finance or business. Familiarity with CRM software, investor databases, and compliance regulations is typically required, and certifications like FINRA Series 7 or 63 can be advantageous. Exceptional interpersonal skills, persuasive communication, and networking abilities set top performers apart in building investor relationships. These competencies are critical for effectively sourcing capital, maintaining regulatory compliance, and successfully closing investment deals.

What is the difference between Placement Agent vs Fundraiser?

AspectPlacement AgentFundraiser
Required CredentialsIndustry-specific knowledge, sales skills, possibly securities licensesFundraising experience, communication skills, sometimes certifications in nonprofit sectors
Work EnvironmentFinancial firms, investment firms, private equityNonprofits, charitable organizations, educational institutions
Employer & Industry UsageUsed in finance and investment sectors to raise capitalUsed across nonprofit and charitable sectors to gather donations

While both roles involve raising funds, a Placement Agent primarily focuses on securing investments for financial products or funds, often working within the finance industry. A Fundraiser typically works for nonprofits or charities, focusing on soliciting donations. The key differences lie in their target audiences, industries, and specific skill sets required.

How do you become a placement agent?

To become a placement agent, individuals typically need relevant experience in finance, sales, or investor relations, along with strong communication and networking skills. Some roles require licensing or registration with regulatory bodies, and obtaining industry certifications such as the NASAA Investment Adviser Representative exam can enhance credibility. Building a professional network and understanding the investment products are also important steps in establishing a career as a placement agent.

How much do placement agents make?

Placement agents typically earn between $50,000 and $150,000 annually, with compensation often including commissions or bonuses based on successful placements. Earnings can vary depending on experience, industry, and the size of deals they facilitate.
More about Placement Agent jobs

What states have the most Placement Agent jobs?

States with the most job openings for Placement Agent jobs include:

Infographic showing various Placement Agent job openings in the United States as of August 2026, with employment types broken down into 88% Full Time, 6% Part Time, and 6% Temporary. Highlights an 94% In-person, and 6% Remote job distribution.

Senior Living Placement Agent

INNOVATIVE SENIOR HOME CARE LLC

Wayne, PA • On-site

Full-time

Re-posted 21 days ago


Job description

Company: Innovative Senior Concepts
Location: Greater Philadelphia — Hybrid (remote + local field visits)
Employment Type: Independent Contractor (1099)
Compensation: Commission-based 
About Us
Innovative Senior Concepts  helps families find the right senior living option for their aging loved ones — We guide people through one of life's hardest decisions with compassion, local expertise, and a personal touch. Our advisors are the trusted bridge between families in need and the assisted living, memory care, and independent living communities in their area.
The Role
As a Senior Living Placement Agent, you'll work directly with families to understand their loved one's care needs, budget, and preferences, then match them with vetted senior living communities. You'll manage each family from first conversation through move-in, earning a referral commission for every successful placement.
This is a hybrid role: you'll work from home for calls and follow-ups, and get out into the field to tour communities and meet families in person when it counts.
What You'll Do
  • Respond quickly to inbound family inquiries and referrals
  • Conduct needs assessments over the phone, by video, and in person
  • Recommend and coordinate tours of assisted living, memory care, independent living, and residential care communities
  • Build and maintain strong relationships with local senior living community partners
  • Guide families through the decision and move-in process with patience and empathy
  • Follow up consistently to ensure a smooth placement and a positive family experience
  • Track leads, activity, and placements in the CRM
  • Develop local referral sources (hospitals, discharge planners, social workers, elder law attorneys, home health agencies)

What We're Looking For
  • Strong interpersonal and relationship-building skills — you genuinely enjoy helping people
  • Self-motivated and comfortable working independently toward commission-based goals
  • Excellent phone, written, and in-person communication
  • Organized, responsive, and reliable with follow-through
  • Reliable transportation and willingness to travel locally for tours and meetings
  • Comfortable with a CRM and standard digital tools
Preferred (not required):

  • Experience in senior living, home care, hospice, healthcare sales, or social work
  • Existing network of local healthcare or senior-care referral sources
  • Knowledge of levels of care and the senior living landscape
This is a commission-based role with strong earning potential for motivated agents.
  • Commission paid per successful placement — 20% of the net referral fee collected on each successful placement 
  • Commissions are paid once the community pays out on the placement — 30 days after the resident has completed the 30-day guarantee period
  • Typical placement commissions in this market range from Independent Living — ~$3,000 rent → ~$600 commission
    Personal Care / Assisted Living — ~$5,000 rent → ~$1,000 commission
    Memory Care — ~$7,000 rent → ~$1,400 commission per placement
  • Uncapped earning potential — the more families you help, the more you earn

Flexible work from home options available.