Director, Investor Relations
Equiton, Dallas, TX, United States
Equiton is expanding into the U.S. market and is seeking a dynamic and experienced Director, Sales – Private Capital Markets to lead and grow our capital raising efforts in our Direct to Retail investor platform. This is a foundational role, responsible for building our U.S. retail presence from the ground up and setting the strategy for distribution, relationship management, and revenue growth.
Reporting directly to the CEO, the Director, Sales – Private Capital Markets will be a seasoned licensed professional with deep knowledge of investment products (ideally in real estate or alternative investments) and a proven track record of raising capital from retail and high-net-worth investors. The successful candidate will bring a strong understanding of regulatory requirements within the U.S. investment landscape and possess the strategic vision, sales leadership, and hands‑on execution mindset to scale a high-performing retail distribution function in a new market.
While this role will ultimately hire and lead a sales team, it is intentionally designed as a player‑coach role in its early stages, requiring the Director to roll up their sleeves and personally engage in sales activity to build momentum, relationships, and revenue. This role demands an ambitious self‑starter with strong energy, discipline, and a results‑driven mindset to achieve and exceed monthly and annual sales targets.
Key Responsibilities
Lead Equiton’s U.S. retail/direct-to-investor sales efforts in the early phase of market entry, including collaborating with the firm’s marketing and advertising teams on lead generation, overseeing lead follow‑up and qualification, presiding over the client investment and onboarding process, and ensuring high‑touch client relationship management.
Personally engage in retail sales activity during the early stages of market entry, including prospecting, relationship development, pipeline management, and closing capital commitments.
Develop and execute Equiton’s U.S. retail sales strategy refining the go‑to‑market approach as the platform scales.
Build, hire and lead a high‑performing U.S. sales team, focused on capital raising and relationship development.
Collaborate with the firm’s broker‑dealer affiliate and external broker‑dealer partners to support licensed sales activity and regulatory compliance. Contribute to the firm’s strategic evaluation and preparation for potential future U.S. broker‑dealer registration, as required.
Proactively develop and manage a pipeline of business opportunities, continuously build and maintain relationships with private clients, and grow the firm’s distribution network.
Consistently achieve sales targets and contribute to the firm’s overall capital raise objectives.
Ensure high standards of service and compliance for both investor relationships.
Effectively assess investor suitability, provide tailored investment solutions, and represent the firm at corporate and industry events, conferences, and roadshows as required.
Collaborate with internal teams (Marketing, Product, Compliance) to drive U.S. market entry and ongoing growth.
What You Bring
Proven ability to drive capital raising efforts within retail and direct‑to‑investor channels, with a strong network of U.S.-based investor and advisor relationships.
10+ years of experience in financial services, investment product sales, or real estate capital markets, ideally with exposure to private or alternative investments.
Bachelor’s degree in business, finance, or related field; advanced designations (e.g., CFA) considered an asset.
U.S. securities licensing (e.g., Series 7 – General Securities, 82 – Private Securities, 63 – State Licensing) is required.
Familiarity with exempt securities like Regulation A and Regulation D offerings.
Strategic sales mindset with exceptional negotiation, presentation, and communication skills.
Demonstrated success as a hands‑on sales leader, capable of both driving revenue personally and building scalable sales teams.
Entrepreneurial drive, self‑motivation, and the ability to perform at a high level with minimal oversight.
A client‑first approach with strong relationship‑building and service orientation.
Resilience and adaptability to thrive in a fast‑paced, high‑growth environment.
Willingness and ability to travel within the U.S.
What We Offer
Competitive base salary, performance‑based incentives and benefits.
Generous PTO and paid holidays.
Opportunity to work on high‑value real estate investment strategies.
Exposure to fund structuring, portfolio growth, and U.S. market expansion.
A fast‑paced, entrepreneurial environment with direct access to executive leadership.
The opportunity to help build and scale a growing U.S. platform.
Predictive Index Assessments As part of our hiring process, candidates complete two short assessments from Predictive Index:
Behavioral Assessment
(5–10 minutes, untimed) to understand your work and communication style.
Cognitive Assessment
(12‑minute timed) to measure learning and problem‑solving abilities.
These are not tests of intelligence or experience, they simply help us understand how you work best.
Start the Behavioral Assessment here: https://assessment.predictiveindex.com/bo/3S57/DirSales
After completing the first assessment, you’ll receive an email with instructions for the second assessment.
About Us Founded in 2015, Equiton is a leading private real estate firm whose goal is to provide investors with hands‑off solutions to grow their wealth. These solutions are built on decades of expertise across a full spectrum of high‑quality real estate assets. This includes multifamily rentals, commercial properties, real estate development, and private lending.
Over the past decade, our 250+ professionals across a range of disciplines have supported the growth of our diversified solutions, creating more opportunities for our clients and partners. Collaboration, innovation, and a commitment to excellence define our culture, and our people are the driving force behind our success.
Why Equiton? We’re proud of a culture built on integrity, accountability, and innovation. Our team members are empowered to take initiative, think independently, and grow both personally and professionally. Transparency and strong governance are central to how we operate, giving our stakeholders confidence in the way we manage and report on our diverse real estate portfolio.
Creating an Environment of Respect and Opportunity Equiton is an equal opportunity employer. All employment decisions, including hiring, promotion, discipline, and termination, are made based on merit, performance, and business needs. We do not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, age, national origin, ancestry, disability, veteran status, or any other characteristic protected by law. We are committed to fostering a diverse, inclusive, and accessible workplace where all team members feel valued and supported. If you require accommodation during the hiring process, please let us know. We’re happy to assist.
Only those selected for an interview will be contacted.
#J-18808-Ljbffr
Reporting directly to the CEO, the Director, Sales – Private Capital Markets will be a seasoned licensed professional with deep knowledge of investment products (ideally in real estate or alternative investments) and a proven track record of raising capital from retail and high-net-worth investors. The successful candidate will bring a strong understanding of regulatory requirements within the U.S. investment landscape and possess the strategic vision, sales leadership, and hands‑on execution mindset to scale a high-performing retail distribution function in a new market.
While this role will ultimately hire and lead a sales team, it is intentionally designed as a player‑coach role in its early stages, requiring the Director to roll up their sleeves and personally engage in sales activity to build momentum, relationships, and revenue. This role demands an ambitious self‑starter with strong energy, discipline, and a results‑driven mindset to achieve and exceed monthly and annual sales targets.
Key Responsibilities
Lead Equiton’s U.S. retail/direct-to-investor sales efforts in the early phase of market entry, including collaborating with the firm’s marketing and advertising teams on lead generation, overseeing lead follow‑up and qualification, presiding over the client investment and onboarding process, and ensuring high‑touch client relationship management.
Personally engage in retail sales activity during the early stages of market entry, including prospecting, relationship development, pipeline management, and closing capital commitments.
Develop and execute Equiton’s U.S. retail sales strategy refining the go‑to‑market approach as the platform scales.
Build, hire and lead a high‑performing U.S. sales team, focused on capital raising and relationship development.
Collaborate with the firm’s broker‑dealer affiliate and external broker‑dealer partners to support licensed sales activity and regulatory compliance. Contribute to the firm’s strategic evaluation and preparation for potential future U.S. broker‑dealer registration, as required.
Proactively develop and manage a pipeline of business opportunities, continuously build and maintain relationships with private clients, and grow the firm’s distribution network.
Consistently achieve sales targets and contribute to the firm’s overall capital raise objectives.
Ensure high standards of service and compliance for both investor relationships.
Effectively assess investor suitability, provide tailored investment solutions, and represent the firm at corporate and industry events, conferences, and roadshows as required.
Collaborate with internal teams (Marketing, Product, Compliance) to drive U.S. market entry and ongoing growth.
What You Bring
Proven ability to drive capital raising efforts within retail and direct‑to‑investor channels, with a strong network of U.S.-based investor and advisor relationships.
10+ years of experience in financial services, investment product sales, or real estate capital markets, ideally with exposure to private or alternative investments.
Bachelor’s degree in business, finance, or related field; advanced designations (e.g., CFA) considered an asset.
U.S. securities licensing (e.g., Series 7 – General Securities, 82 – Private Securities, 63 – State Licensing) is required.
Familiarity with exempt securities like Regulation A and Regulation D offerings.
Strategic sales mindset with exceptional negotiation, presentation, and communication skills.
Demonstrated success as a hands‑on sales leader, capable of both driving revenue personally and building scalable sales teams.
Entrepreneurial drive, self‑motivation, and the ability to perform at a high level with minimal oversight.
A client‑first approach with strong relationship‑building and service orientation.
Resilience and adaptability to thrive in a fast‑paced, high‑growth environment.
Willingness and ability to travel within the U.S.
What We Offer
Competitive base salary, performance‑based incentives and benefits.
Generous PTO and paid holidays.
Opportunity to work on high‑value real estate investment strategies.
Exposure to fund structuring, portfolio growth, and U.S. market expansion.
A fast‑paced, entrepreneurial environment with direct access to executive leadership.
The opportunity to help build and scale a growing U.S. platform.
Predictive Index Assessments As part of our hiring process, candidates complete two short assessments from Predictive Index:
Behavioral Assessment
(5–10 minutes, untimed) to understand your work and communication style.
Cognitive Assessment
(12‑minute timed) to measure learning and problem‑solving abilities.
These are not tests of intelligence or experience, they simply help us understand how you work best.
Start the Behavioral Assessment here: https://assessment.predictiveindex.com/bo/3S57/DirSales
After completing the first assessment, you’ll receive an email with instructions for the second assessment.
About Us Founded in 2015, Equiton is a leading private real estate firm whose goal is to provide investors with hands‑off solutions to grow their wealth. These solutions are built on decades of expertise across a full spectrum of high‑quality real estate assets. This includes multifamily rentals, commercial properties, real estate development, and private lending.
Over the past decade, our 250+ professionals across a range of disciplines have supported the growth of our diversified solutions, creating more opportunities for our clients and partners. Collaboration, innovation, and a commitment to excellence define our culture, and our people are the driving force behind our success.
Why Equiton? We’re proud of a culture built on integrity, accountability, and innovation. Our team members are empowered to take initiative, think independently, and grow both personally and professionally. Transparency and strong governance are central to how we operate, giving our stakeholders confidence in the way we manage and report on our diverse real estate portfolio.
Creating an Environment of Respect and Opportunity Equiton is an equal opportunity employer. All employment decisions, including hiring, promotion, discipline, and termination, are made based on merit, performance, and business needs. We do not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, age, national origin, ancestry, disability, veteran status, or any other characteristic protected by law. We are committed to fostering a diverse, inclusive, and accessible workplace where all team members feel valued and supported. If you require accommodation during the hiring process, please let us know. We’re happy to assist.
Only those selected for an interview will be contacted.
#J-18808-Ljbffr