Vice President Td Direct Investing Jobs in Racine, WI

Description

Position: Vice President or Assistant Vice President - Title will be commensurate with experience

Location: Open to either Brookfield, WI, Boston, MA, or Sarasota, FL

Position Overview:

MLG Capital is a private real estate manager with a 38-year track record of delivering exceptional returns to investors through its differentiated tax-efficient strategies. MLG is seeking a Vice President (or Assistant Vice President) to lead fundraising business development efforts for the East region within the Retail (High Net Worth) channel. This role involves crafting and executing a strategic plan to raise capital, with a primary focus on fostering relationships with High Net Worth Individuals. The ideal candidate will possess the expertise to establish trust within the investor community, drive a structured sales process, and collaborate with internal teams to achieve capital-raising goals.

 Essential Functions:

Source and manage strong relationships with High Net Worth Individuals within the East region

Collaborate with Fundraising leadership team to develop a sales plan and communicate progress towards that plan

Develop an in-depth understanding of MLG Capital's offerings and communicate benefits effectively with existing investors and prospects

Lead investor calls, meetings and presentations of fund offerings and financial performance

Demonstrate strong teamwork with internal business units including other regional teams, channel leads, National Accounts, Investor Operations, Marketing, and Acquisitions

Maintain detailed records of prospect statuses and interactions with target accounts within the CRM

Identify and attend industry conferences to help expand brand awareness and meet prospective investors

Requirements

Qualifications:

Bachelor's Degree required (preferably in finance, real estate, or similar field)

3-5 years of successfully raising capital for alternative investment strategies. Experience in a similar private real estate role will be considered

FINRA Series 7 and 63 licenses are required. Candidates without these licenses will be not be considered

Demonstrated knowledge of real estate, capital markets, and performance metrics with a strong financial acumen

Strong existing relationships with target investor types in the East region

Strong presence in meetings or over the phone and ability to establish trust quickly

Strong communication and negotiation skills

Detail-oriented and exceptionally organized

Experience utilizing a CRM to maintain relationships (experience specifically with Salesforce is preferred)

Ability to travel within the East region with occasional trips back to MLG headquarters (Brookfield, WI)

Physical Requirements: 

Ability to operate office machinery; including but not limited to: telephone, computer, copy machine, fax machine, printer, and mobile phone. Ability to sit for extended periods (up to 4 hours) and use a computer for up to 8 hours per day. Ability to lift up to 10 pounds on an occasional basis. Ability to travel 50% of the time or more via automobile or airplane (occasionally overnight) for meetings.

Working Conditions: 

Open office workstation environment, quiet to moderate noise levels.

As MLG has a subsidiary Registered Investment Adviser, many employees are subject to SEC-mandated compliance requirements. As part of these requirements, employees must disclose personal brokerage accounts and financial holdings, for themselves and any household members whose investment activities they influence.

This information is collected solely for regulatory compliance and conflict of interest monitoring. All disclosures are handled with strict confidentiality and are accessible only to the Chief Compliance Officer and designated compliance personnel when a business or SEC related need arises 

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, sexual orientation, national origin or any other category protected by law.

In compliance with the Americans with Disabilities Act, a "reasonable accommodation" will be made for an individual with a known physical or mental limitation unless it would require an action of significant difficult causing undue hardship.

This document covers the most significant duties performed but does not exclude other occasional work assignments not mentioned.