Demo

FINRA/SEC-Licensed Investment Banker: Angel-Stage Capital Raise for Consulting Startup ($500K–$1M)

Synergy Management Group
New York, NY Full Time
POSTED ON 2/18/2025
AVAILABLE BEFORE 5/15/2025

Job Description

This is a remote position.

About The Role

Synergy Management Group (SMG) is a consulting firm that partners with institutional investors, portfolio companies, and growing businesses. We collaborate with top-tier organizations in private equity and venture capital to drive growth through sourcing, due diligence, operations, and strategic exits.

We are executing a fast-track seed-stage capital raise and are seeking an experienced Investment Banker to lead this fundraising effort. This role involves developing investor materials, targeting high-net-worth investors, and managing the entire capital raise process from start to finish in collaboration with the CEO.

Responsibilities :

  • Lead Capital Raise : Spearhead a seed-stage fundraising round ($250K–$500K) by managing the entire capital raise cycle, from developing investor materials to closing deals.
  • Investor Outreach & Negotiation : Target and engage elite, high-net-worth investors. Present investment opportunities and negotiate deal terms.
  • Develop Investor Materials : Refine and leverage SMG’s existing assets to create compelling, comprehensive investor materials (pitch deck, use of proceeds, financials).
  • Strategic Planning : Define strategy for fundraising, including targeting the right investors and identifying optimal deal structures.

Requirements :

  • 10 years of experience in angel, VC, or PE capital markets.
  • Must hold active SEC / FINRA broker-dealer licenses in good standing.
  • Proven track record of successful capital raises (ideally $500K–$5M) for early-stage companies.
  • Extensive network of high-net-worth investors.
  • Strong communication, negotiation, and relationship-building skills.
  • Self-starter who can independently manage the capital raise process and collaborate closely with the CEO.
  • Compensation :

  • Earn a competitive success fee based on a percentage of the total capital raised, paid upon achieving predefined milestones.
  • Opportunity to shape SMG’s future with long-term equity participation and advisory board involvement.
  • About SMG :

  • Elite Clientele : Past engagements with top institutional investors managing over $100B in assets.
  • Established Product-Market Fit : Proven success in delivering high-caliber consulting services to leading institutional investment firms.
  • World-Class Team : Consultants with leadership experience at firms such as McKinsey, Bain, PwC, EY, Carlyle, Deloitte, and KPMG.
  • Growth Focus : We are seeking strategic capital to scale our infrastructure and accelerate business development.
  • Additional Information :

  • Remote Role : This position is fully remote, with flexible work hours.
  • Interview Process : Initial interviews will be conducted via video conference.
  • 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.

    Requirements

    Investment Banking, Capital Raising, Angel Investing, Broker-Dealer, Corporate Finance, Capital Markets, Equity Capital Markets, Financial Services, Private Equity, Private Equity Funding, Private Equity Firms, Management Consulting, Venture Capital, Transaction Advisory, Transaction Advisory Services, Mergers & Acquisitions, Due Diligence, Private Placements, Growth Capital, Seed Capital

    Salary : $250,000 - $500,000

    If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
    Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

    What is the career path for a FINRA/SEC-Licensed Investment Banker: Angel-Stage Capital Raise for Consulting Startup ($500K–$1M)?

    Sign up to receive alerts about other jobs on the FINRA/SEC-Licensed Investment Banker: Angel-Stage Capital Raise for Consulting Startup ($500K–$1M) career path by checking the boxes next to the positions that interest you.
    Income Estimation: 
    $50,124 - $77,134
    Income Estimation: 
    $116,510 - $189,156
    Income Estimation: 
    $89,787 - $123,354
    Income Estimation: 
    $74,629 - $118,064
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $99,661 - $137,425
    Income Estimation: 
    $66,096 - $95,856
    Income Estimation: 
    $92,512 - $111,537
    Income Estimation: 
    $82,960 - $101,869
    Income Estimation: 
    $78,886 - $106,122
    Income Estimation: 
    $80,252 - $127,153
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $135,979 - $195,706
    Income Estimation: 
    $116,293 - $166,477
    Income Estimation: 
    $220,587 - $322,370
    Income Estimation: 
    $182,497 - $259,882
    View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

    Job openings at Synergy Management Group

    Synergy Management Group
    Hired Organization Address Chicago, IL Full Time
    This is a remote position. About The Role Synergy Management Group (SMG) is a consulting firm that partners with institu...
    Synergy Management Group
    Hired Organization Address New York, NY Full Time
    This is a remote position. About Synergy Management Group (SMG) : Synergy Management Group (SMG) is an elite fullservice...
    Synergy Management Group
    Hired Organization Address Chicago, IL Full Time
    This is a remote position. About Synergy Management Group (SMG) : Synergy Management Group (SMG) is an elite fullservice...
    Synergy Management Group
    Hired Organization Address Boston, MA Contractor
    This is a remote position. About The Role Synergy Management Group (SMG) is a consulting firm that partners with institu...

    Not the job you're looking for? Here are some other FINRA/SEC-Licensed Investment Banker: Angel-Stage Capital Raise for Consulting Startup ($500K–$1M) jobs in the New York, NY area that may be a better fit.

    AI Assistant is available now!

    Feel free to start your new journey!