What are the responsibilities and job description for the Senior Investment Banking Consultant – Seed Capital (FINRA/SEC, $500K-$1M+, Success-Fee) position at Synergy Management Group?
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 targeting $500K–$1M and are seeking an experienced Investment Banker to lead this fundraising effort. This role involves developing investor materials, engaging high-net-worth individuals, family offices, and other relevant seed-stage investors, and managing the entire capital raise process from start to finish in collaboration with the CEO.
Responsibilities :
- Lead Capital Raise : Manage the full-cycle execution of the seed-stage fundraising round, from investor outreach to closing.
- Investor Engagement & Negotiation : Identify and engage high-net-worth individuals, family offices, and other qualified investors within SEC / FINRA-compliant parameters. Facilitate introductions, structure deal terms, and advance investor discussions.
- Develop Investor Materials : Utilize SMG’s existing marketing material, 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 the capital raise strategy, investor targets, and deal structure to ensure an efficient and successful raise.
Requirements :
Compensation :
About SMG :
Additional Information :
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
