Private Wealth Funding Associate

Private Wealth Funding Associate 

CLASSIFICATION: Full-time, Exempt

COMPENSATION: $80,000 depending on experience

TEAM: Redstone Residential is a national student housing operator headquartered in Provo, Utah. Managing more than 38,000 beds of student housing in 20 states, Redstone is one of the largest 3rd-party management student housing companies in the U.S. Our conventional housing portfolios are also seeing rapid expansion!

Redstone Residential has at its core the mission statement "We create happiness for our residents, clients, and team members through clear communication and world-class customer service." The team at Redstone Residential is enthusiastic, energetic, and passionate about what we do. The Redstone Way, our core operating principles, are as follows:

• We Are Believers
• We Earn and Cultivate Trust
• We Communicate Authentically
• We Stay The Course
• We Embrace and Affect Change
• We Strive for Excellence

JOB SUMMARY: We are seeking a motivated and dynamic Private Wealth Funding Associate to join our growing team. This role is critical in expanding our investor base and maintaining strong relationships with high-net-worth individuals and private wealth platforms. The ideal candidate has a strong sales background, a deep understanding of investment strategies, and the ability to engage and build trust with investors. This role will play a key part in executing the firm’s private wealth capital-raising strategy.

Responsibilities:

• Execute targeted outreach strategies to engage private wealth platforms, independent wealth advisors, and high-net-worth individuals.
• Conduct direct outreach, including cold calling and networking, to build and expand the firm’s investor base.
• Develop and present persuasive investment proposals, ensuring alignment with investor needs and firm objectives.
• Collaborate with internal teams to structure investment opportunities and effectively communicate deal fundamentals to prospective investors.
• Build and nurture strong relationships with high-net-worth individuals, private wealth advisors, and family offices.
• Maintain ongoing communication with current and prospective investors, keeping them informed on market trends, investment opportunities, and portfolio performance.
• Represent the firm professionally at investor meetings, networking events, and industry conferences.
• Organize and participate in investor-related events, including social and entertainment activities such as golf outings, skiing, and networking dinners.
• Identify new funding sources to diversify the firm’s investor base, leveraging existing networks and new outreach efforts.
• Track and report on investor engagement, acquisition efforts, and investment commitments.

Experience and Qualifications:

• Minimum of 3-5 years of experience in sales, investment fundraising, capital raising, or investor relations.
• Bachelor’s degree in Finance, Business, Real Estate, or relevant experience in a related field is preferred but not required.
• Experience in real estate investment, private equity, financial advisory, or related industries is highly preferred.
• Exceptional verbal and written communication skills with the ability to present complex financial concepts clearly and persuasively.
• Sales acumen with excellent cold-calling and networking abilities.
• Professional presence with the confidence to engage with high-net-worth investors and financial professionals.
• Highly motivated, results-driven, and capable of managing multiple investor relationships simultaneously.
• Ability to work independently while collaborating effectively with internal teams.

BENEFITS: 

• Health, Vision, and Dental Insurance
• 401(k) plan with up to 6% match
• 15 Days of PTO and 10 paid holidays
• 3 Paid service days
• Paid parental leave
• Professional development program
• Rent discount if living on-site
• Employee assistance program

Salary : $80,000