Capital Markets Representative
Alliance Portfolio., Aliso Viejo, CA, United States
Director of Investor Relations & Capital Formation
Overview Alliance Portfolio is seeking a driven
IN-OFFICE Capital Markets Representative
to lead capital raising for the
Alliance Mortgage Fund (Reg D mREIT) .
This role focuses on building and managing relationships with:
RIAs, financial advisors, and wealth managers
Family offices
High-net-worth (HNW) and ultra-high-net-worth (UHNW) investors
You will play a key role in scaling capital formation while delivering a high-quality investor experience.
Key Responsibilities
Raise capital through proactive outreach and strategic partnerships across RIAs, advisors, and family offices
Build and manage a pipeline of prospective investors and consistently achieve fundraising targets
Develop and maintain relationships with key stakeholders (CIOs, portfolio managers, due diligence teams)
Deliver presentations, meetings, and events to drive engagement and investor education
Support investor onboarding, subscription processes, and Reg D compliance
Maintain ongoing investor relationships, reporting, and communication
Qualifications
5–10+ years in alternative investment sales, private wealth distribution, or RIA/institutional sales
Proven track record of raising capital and exceeding targets
Existing network of RIAs, advisors, or family offices required
Strong understanding of alternative investments (private credit, real estate, mREITs)
Excellent communication, presentation, and relationship management skills
Compensation
Incentive Compensation:
Commission-based, performance-driven
Total Compensation:
$200,000 – $400,000+ (uncapped)
Medical, dental, vision, life, and disability insurance
401(k) with company match
Paid time off
Marketing and business development support
Why Join Alliance Portfolio
High-impact role driving capital formation for a growing platform
Entrepreneurial environment with significant upside
Direct exposure to alternative investments and private markets
Opportunity to build and scale a long-term investor network
#J-18808-Ljbffr
Overview Alliance Portfolio is seeking a driven
IN-OFFICE Capital Markets Representative
to lead capital raising for the
Alliance Mortgage Fund (Reg D mREIT) .
This role focuses on building and managing relationships with:
RIAs, financial advisors, and wealth managers
Family offices
High-net-worth (HNW) and ultra-high-net-worth (UHNW) investors
You will play a key role in scaling capital formation while delivering a high-quality investor experience.
Key Responsibilities
Raise capital through proactive outreach and strategic partnerships across RIAs, advisors, and family offices
Build and manage a pipeline of prospective investors and consistently achieve fundraising targets
Develop and maintain relationships with key stakeholders (CIOs, portfolio managers, due diligence teams)
Deliver presentations, meetings, and events to drive engagement and investor education
Support investor onboarding, subscription processes, and Reg D compliance
Maintain ongoing investor relationships, reporting, and communication
Qualifications
5–10+ years in alternative investment sales, private wealth distribution, or RIA/institutional sales
Proven track record of raising capital and exceeding targets
Existing network of RIAs, advisors, or family offices required
Strong understanding of alternative investments (private credit, real estate, mREITs)
Excellent communication, presentation, and relationship management skills
Compensation
Incentive Compensation:
Commission-based, performance-driven
Total Compensation:
$200,000 – $400,000+ (uncapped)
Medical, dental, vision, life, and disability insurance
401(k) with company match
Paid time off
Marketing and business development support
Why Join Alliance Portfolio
High-impact role driving capital formation for a growing platform
Entrepreneurial environment with significant upside
Direct exposure to alternative investments and private markets
Opportunity to build and scale a long-term investor network
#J-18808-Ljbffr