What are the responsibilities and job description for the Capital Raise Specialist : Capital Raise for Consulting Startup position at Synergy Management Group?

Job Description

This is a remote position.

About Synergy Management Group (SMG) :

Synergy Management Group (SMG) is an elite, full-service consulting firm that partners with institutional investors, portfolio companies, and growing businesses. We specialize in sourcing, due diligence, operations / value creation, and strategic exits , working exclusively with top-tier private equity and venture capital clients . SMG has a proven track record of successful engagements with firms managing over $100B in assets .

After a brief pause in operations , we are now in a re-launch phase , focused on expanding SMG’s reputation through strategic hires and key partnerships to drive growth. Our prior engagements with top institutional investors have validated our business model and product-market fit , positioning us to scale operations with a fresh capital raise .

About the Role :

We are seeking an experienced Investment Banker to lead a seed-stage capital raise ($500K–$1M ) as we scale SMG’s infrastructure and services. This role involves developing SEC / FINRA-compliant investor materials , engaging high-net-worth investors , and managing the capital raise process in direct collaboration with the CEO . This is a remote position with a flexible schedule, offering a success-fee compensation structure with the potential for equity participation based on milestones.

Responsibilities :

Lead Capital Raise : Spearhead a seed-stage fundraising round , managing the entire process from investor material development to closing deals .
Investor Outreach & Negotiation : Identify, target, and engage elite, high-net-worth investors, family offices, and other relevant seed-stage investors . Present investment opportunities and negotiate deal terms.
Develop Investor Materials : Utilize SMG’s existing marketing materials, collateral, and related assets to develop and finalize SEC / FINRA-compliant investor materials , including the pitch deck, financials, and use of proceeds .
Strategic Planning : Define and execute the capital raise strategy , identify ideal investor targets , and structure optimal deal terms.
Collaborate with the CEO : Work directly with the CEO to ensure alignment on goals, strategy, and fundraising execution .

Requirements :

Experience : 10 years in investment banking, private equity, or venture capital , with a proven track record of successfully raising $500K–$5M for early-stage, high-caliber companies.

Network : Extensive connections to high-net-worth investors, family offices, and other seed-stage investors .

Licensing : Active SEC / FINRA broker-dealer licenses (Series 7, 63, and 79 preferred ) in good standing.

Skills : Strong communication, negotiation, and investor relations expertise. A self-starter who can independently manage the capital raise process while collaborating closely with the CEO .

Transparency : Ability to navigate the re-launch phase of a previously paused business, understanding the dynamics of a startup with validated market fit .

Compensation :

100% success-based compensation —no upfront retainers, salary, or guaranteed payments.

Fees are earned only as a percentage of successfully raised capital, paid upon closing .

Equity participation and advisory board involvement available based on performance.

Why Join SMG?

Elite Clientele : Past engagements with top institutional investors managing over $100B in assets .

Proven Product-Market Fit : Validation from prior high-value engagements , demonstrating our ability to deliver top-tier consulting services and results .

World-Class Team : Work alongside consultants with leadership experience at firms such as McKinsey, Bain, PwC, EY, Carlyle, Deloitte, and KPMG .

Growth Opportunity : Be part of a strategic re-launch , gaining early-stage equity exposure in a firm with validated market potential .

Additional Information :

Remote Role : Fully remote, flexible work hours.

Interview Process : Initial interviews conducted via video conference.

Transparency in Process : As part of our re-launch , we value open communication about our growth phase and the unique opportunities it brings .

To Apply :

Submit your resume and a summary of relevant experience .

Further details about SMG and the capital raise process will be provided during the interview.

This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Any terms outlined above are subject to change.

Apply for this job

Receive alerts for other Capital Raise Specialist : Capital Raise for Consulting Startup job openings

Capital Raise Specialist : Capital Raise for Consulting Startup

What are the responsibilities and job description for the Capital Raise Specialist : Capital Raise for Consulting Startup position at Synergy Management Group?

What is the career path for a Capital Raise Specialist : Capital Raise for Consulting Startup?

Job openings at Synergy Management Group

Not the job you're looking for? Here are some other Capital Raise Specialist : Capital Raise for Consulting Startup jobs in the New York, NY area that may be a better fit.

We don't have any other Capital Raise Specialist : Capital Raise for Consulting Startup jobs in the New York, NY area right now.

AI Assistant is available now!