Head of investor sales / senior investment closer
industry
private equity
key asset classes
real estate investments
alternative assets
location
remote (latam)
reports to
managing partner
rate
usd
about us
we are a high-growth investment firm focused on real estate and alternative assets.
Our mission is to identify, structure, and manage investment opportunities that generate exceptional returns for our investors.
We pride ourselves on a collaborative, dynamic, and transparent work environment where innovation, strategic thinking, and accountability are highly valued.
Our team works closely with investors, partners, and internal stakeholders to ensure every investment achieves its full potential while maintaining the highest standards of integrity and professionalism.
Role purpose
this position will be responsible for leading the acquisition, closing, and retention strategy for investors in our real estate and alternative assets fund.
It will play a key role in consolidating strategic partnerships with broker-dealers and placement agents, as well as directly managing relationships with accredited and institutional investors.
Key responsibilities
design and implement the investor acquisition strategy (hnwis, family offices, institutional).
Lead and execute high-level investment closing processes.
Develop, consolidate, and follow up on partnerships with broker-dealers and placement agents.
Serve investors directly, building long-term trust-based relationships.
Recruit, train, and coordinate a network of placement agents and / or broker-dealers.
Manage administrative and back-office aspects related to the investment process.
Align sales initiatives with the high-growth business model (fix-and-flip and alternative vehicles).
Commercially represent the fund in roadshows, conferences, and international forums.
Requirements and experience
5+ years of experience closing investments in private equity, real estate, venture capital, or alternative assets.
Minimum 2 years in the alternative investments industry.
Proven track record closing tickets between $100k usd and $5m+ usd.
Experience managing relationships with broker-dealers, placement agents, and fund distribution networks.
Mandatory: finra licenses required in the u.s.: series 7 and series 63 (series 65 or 82 also desirable).
Solid knowledge of
financial structures and metrics: irr, preferred returns, equity multiples, waterfall.
Legal documentation: ppm, subscription agreement.
Regulations: sec reg d 506(b), (c), aml/kyc.
Languages
fluent english and spanish (spoken and written).
Key skills
excellent negotiator with the ability to generate high-value strategic partnerships.
Experience handling sophisticated objections and financial storytelling.
Leadership and mentorship of advisory and sales teams.
Ability to serve investors with a consultative and personalized approach.
Organization and follow-up on administrative and back-office tasks linked to commercial activities.
Results-oriented, focusing on conversion metrics and capital raised.
Confidence without arrogance and high emotional intelligence.
Ability to connect with investors of diverse profiles (conservative family offices and tech-savvy hnwis).
Adaptability and accountability
strategic mindset with a focus on continuous improvement and execution excellence.
% conversion of qualified leads to signed contracts.
Monthly volume of closed capital
creation and management of strategic partnerships with broker-dealers and placement agents.
Average time to close per investment.
Post-closing satisfaction and loyalty.
Seniority level
associate
employment type
full-time
job function
administrative
industries
technology, information and internet
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