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Placement Agent Jobs (NOW HIRING)

Marsh McLennan Agency

Placement Consultant

Houston, TX · On-site

Facilitate Insurance Placement Strategy Calls: * Schedule and conduct strategy calls with the ... Must be licensed as a Texas P&C Agent or able to obtain Texas P&C license * Minimum of 4-6 years of ...

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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.
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What states have the most Placement Agent jobs?

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

What job categories do people searching Placement Agent jobs look for?

The top searched job categories for Placement Agent jobs are:

Placement Agent jobs near you
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.

Investment Banking ECM Director / VP

Oppenheimer

New York, NY • On-site

$190K - $220K/yr

Full-time

Re-posted 26 days ago

Job description

Who We Are:

Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities brokerage, institutional sales and trading, investment banking (both corporate and public finance), equity & fixed income research, market making, trust services and investment advisory and asset management services.

Our Investment Banking Team is committed to providing in-depth industry knowledge and delivering creative, market-based strategies to clients in all major industries, with a specific focus on Consumer and Retail, Energy, Financial Institutions, Healthcare, Industrial Growth and Services, Rental Services, Technology, Media and Communications as well as Transportation and Logistics. Our range of services include Equity Capital Markets, Debt Capital Markets, Mergers and Acquisitions as well as Debt Advisory & Restructuring. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client high growth, entrepreneurial, middle market companies.

Since 2019, Oppenheimers ECM team has executed over 200 Active Book run or Lead Placement Agent transactions for its corporate clients.

Position available for immediate hire.

Job Description

Our Equity Capital Markets team is actively looking for a Director / VP for our New York office. The candidate will be working closely with senior members of our active Industry Groups to originate and execute equity and equity-linked transactions. This role will primarily focus on the Technology, Consumer, FIG and Industrials sectors.

Responsibilities:

  • Origination and execution of transactions including Initial Public Offerings, Follow-on Public Offerings, CMPOs, RDs, PIPEs, SPACs and Private Placements
  • Expand and develop client relationships with key institutional investors including mutual funds, hedge funds and family offices
  • Liaise with both internal and external parties (including corporate issuers, financial sponsors, legal counsel, among others) to expand corporate relationships and drive day-to-day deal process
  • Develop an in-depth understanding of our sectors
  • Lead pitch drafting as well as transaction marketing documents
  • Analyze and present deal data for senior level management teams and corporate issuers
  • Support new business and marketing initiatives as appropriate
  • Demonstrate a commitment to the groups success on new opportunities, mandates and overall growth
  • Management, training and stewardship of analysts and associates

Qualifications:

  • Must have 3-5 years of experience in ECM, primarily execution
  • SPAC experience preferred
  • Sales driven mentality with a strong capital markets acumen
  • Strong verbal and written communication skills
  • Elevated attention to detail and consistency in work product
  • Strong work ethic and team player
  • Dealogic, Ipreo, CapIQ, PlacementTracker, Bloomberg, MS Office suite knowledge strongly preferred
  • SIE, Series 63, 79 FINRA registrations required at time of hiring or shortly thereafter

Compensation:

For job postings in New York City, Oppenheimer is required by law to include a reasonable estimate of the salary range for this role. This salary range is specific to New York and takes into account the wide range of factors that are considered in making salary decisions including but not limited to your skills, qualifications, experience, licensure and certifications, and other business and organizational needs. A reasonable estimate of the current base salary range is $190,000.00 - $220,000.00 at the time of this posting. Also, certain positions are eligible for additional forms of compensation such as discretionary bonus.

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