Vice President, Private Wealth Fundraising

Founded in 2003, PEG Companies is a vertically integrated owner, operator, and developer of multifamily, hospitality and build-to-rent assets in the U.S. and Canada with a focus on the Mountain West. PEG currently manages approximately $2B of AUM across seven commingled funds and various separate accounts with over 1,100 employees.

Responsibilities:

The Vice President, Private Wealth Fundraising will lead and execute the firm’s private wealth capital-raising strategy, focusing on regional and global private wealth platforms and independent wealth advisors. This individual will craft compelling investment proposals, communicate complex deal fundamentals effectively, and build long-term relationships to diversify and expand the firm’s private wealth funding sources. The ideal candidate will be a strategic thinker, a skilled communicator, and a results-driven professional with a proven track record in private wealth fundraising. This senior role will report to the Managing Director of Capital Markets and work closely with executive leadership to align fundraising strategies with the firm’s investment goals.

Private Wealth Fundraising & Capital Strategy:

• Develop and implement a comprehensive fundraising strategy targeting private wealth platforms, independent wealth advisors, and high-net-worth individuals.
• Craft persuasive investment proposals, presentations, and marketing materials that effectively communicate deal fundamentals, portfolio performance, and strategic opportunities.
• Collaborate with the Investment and Capital Markets teams to ensure alignment between fundraising efforts and the firm’s overall strategic objectives.

Relationship Management:

• Build and nurture strong relationships with regional and global private wealth platforms, family offices, and independent wealth advisors.
• Maintain regular communication with current and prospective investors, providing updates on investment opportunities, market trends, and portfolio performance.
• Serve as the primary point of contact for private wealth investors, ensuring exceptional service and responsiveness to inquiries.

Market Expansion & Funding Diversification:

• Identify and engage new funding sources to diversify the firm’s investor base, leveraging existing networks and exploring untapped markets.
• Stay abreast of market trends and investor demands, adapting strategies to meet evolving capital needs and maintain a competitive edge.
• Represent the firm at industry conferences, events, and private wealth gatherings to enhance visibility and attract new investors.

Leadership, Compliance & Due Diligence:

• Coordinate with legal, compliance, and operations teams to ensure all fundraising activities are compliant with regulatory requirements and follow industry best practices.
• Oversee investor due diligence processes, including managing cross-functional teams to prepare detailed due diligence materials and facilitate investor assessments.
• Serve as a thought leader within the firm, providing insights on fundraising strategy, investor relations best practices, and market dynamics to senior executives and board members.

Requirements:

Education:

• Bachelor’s degree in Finance, Business, Real Estate, or a related field. Advanced degrees (MBA, CFA) or certifications highly preferred.

Experience:

• 7 years of experience in private wealth fundraising,, capital raising, or relationship management within the real estate, private equity, or investment management sectors, with a proven track record of managing private wealth relationships.
• Demonstrated success in engaging with private wealth platforms, family offices, and high-net-worth individuals.

Skills and Capabilities:

• Strong financial acumen and deep understanding of real estate investment fundamentals, asset management, and capital market dynamics.
• Excellent verbal and written communication skills, with the ability to craft strategic, high-level presentations and communicate complex deal structures effectively.
• Proven leadership and project management skills, with the ability to guide cross-functional teams in the capital-raising process.
• Strategic mindset, proactive approach, and ability to work independently and as part of the executive leadership team.

Physical Requirements:

• Must be able to tolerate prolonged periods of sitting and/or standing at desk.
• Must be able to operate a computer, telephone, and/or keyboard and tolerate prolonged periods performing work using a computer, telephone, and/or keyboard.
• Must be able to lift up to 15 pounds at times.
• Must be able to travel.

Compensation in this position can include:

• Competitive base salary and discretionary bonus.
• Competitive benefits package.