Capital Development Associate

We are a San Diego-based private real estate lending and investment firm seeking a motivated, outgoing, and results-driven Capital Development Associate to help grow our investor base and raise capital for our private lending investment fund. This position will focus heavily on new investor outreach and business development. The ideal candidate is comfortable picking up the phone, initiating conversations with prospective investors, developing referral relationships, and consistently following up with new and existing contacts. This is an opportunity for someone who enjoys sales, relationship building, and financial services and wants to develop a career in private investments and capital raising. Key ResponsibilitiesProactively identify and contact prospective investors through cold calling, email outreach, networking, referrals, and other business development effortsMake a high volume of outbound calls to prospective investors and referral sourcesDevelop relationships with high-net-worth individuals, financial advisors, wealth managers, CPAs, etcIntroduce and educate prospective investors to the firm and its private lending investment opportunitiesQualify prospective investors and identify appropriate opportunities for continued discussions with senior managementSchedule introductory calls and meetings with qualified prospective investorsDevelop and maintain a consistent pipeline of prospective investors and referral relationshipsConduct regular follow-up with prospects throughout the investor decision-making processAttend networking events, industry functions, investor meetings, and other business development opportunitiesMaintain accurate records of calls, contacts, follow-ups, and investor activity within the firm's CRMAssist with investor presentations, meetings, marketing initiatives, and investor communications

The information below covers the role requirements, expected candidate experience, and accompanying qualifications.
QualificationsStrong communication, interpersonal, and relationship-building skillsComfortable making cold calls and initiating conversations with people who have no prior relationship with the firmConfident, professional, personable, and persistentStrong sales mentality with the ability to build trust rather than rely on high-pressure sales tacticsHighly organized and disciplined with follow-upSelf-motivated and comfortable working toward measurable outreach and capital-raising goalsAbility to understand and clearly communicate financial and investment conceptsStrong written communication skillsExperience using CRM or sales-tracking software preferred
Preferred ExperienceExperience in one or more of the following areas is highly desirable:Investor relationsCapital raising or fundraisingPrivate equity or private creditReal estate investmentPrivate lendingWealth managementFinancial servicesSecurities or investment salesBusiness developmentHigh-net-worth client developmentCandidates with a strong track record in B2B sales, financial sales, or relationship-driven business development are also encouraged to apply. What We're Looking ForThe right person for this position is someone who is not afraid of the phone. You should enjoy meeting new people, developing relationships, asking for introductions and referrals, and turning an initial conversation into a long-term investor relationship. We are looking for someone who can take ownership of building a pipeline rather than waiting for leads to come to them. xzbcwsv Success in this position will be measured by consistent outreach, qualified investor relationships developed, meetings generated, and ultimately capital raised for the firm's investment funds. CompensationSalary: $60,000-$85,000 depending on experiencePerformance-based bonus opportunity Benefits401(k)Health, dental & vision insurancePaid time off