Director of Investor Relations & Capital Formation

Director of Investor Relations & Capital Formation

Overview

Alliance Portfolio is seeking a driven IN-OFFICE Director of Investor Relations & Capital Formation to lead capital raising for the Alliance Mortgage Fund (Reg D mREIT).

This role focuses on building and managing relationships with:

• RIAs, financial advisors, and wealth managers
• Family offices
• High-net-worth (HNW) and ultra-high-net-worth (UHNW) investors

You will play a key role in scaling capital formation while delivering a high-quality investor experience.

Key Responsibilities

• Raise capital through proactive outreach and strategic partnerships across RIAs, advisors, and family offices
• Build and manage a pipeline of prospective investors and consistently achieve fundraising targets
• Develop and maintain relationships with key stakeholders (CIOs, portfolio managers, due diligence teams)
• Deliver presentations, meetings, and events to drive engagement and investor education
• Support investor onboarding, subscription processes, and Reg D compliance
• Maintain ongoing investor relationships, reporting, and communication

Qualifications

• 5–10 years in alternative investment sales, private wealth distribution, or RIA/institutional sales
• Proven track record of raising capital and exceeding targets
• Existing network of RIAs, advisors, or family offices required
• Strong understanding of alternative investments (private credit, real estate, mREITs)
• Excellent communication, presentation, and relationship management skills
• Bachelor’s degree & FINRA licenses (Series 7/63) preferred

Job Type: Full-time

Pay: $120,000.00 - $400,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Life insurance
• Vision insurance

Application Question(s):

• Do you have an existing network of RIAs, advisors, or family offices?
• Do you have 5 - 10 years in alternative investment sales, private wealth distribution, or RIA/institutional sales?
• Do you have a proven track record of raising capital and exceeding targets?
• Do you have a strong understanding of alternative investments (private credit, real estate, mREITs)

Ability to Commute:

• Aliso Viejo, CA 92656 (Required)

Work Location: In person

Salary : $120,000 - $400,000