Director, Capital Formation High Net Worth

Rex•Remote, USA

13d•Remote

About The Position

Rex is seeking a Director of Capital Formation, High Net Worth to lead direct equity raising from high-net-worth and ultra-high-net-worth individuals and family offices across its private equity real estate platform. The role is responsible for fully funding deals on time and for building a repeatable capital-raising operation that can scale from hundreds of millions of dollars to billions across real estate and other investments. The Director will operate capital formation as a disciplined sales function, managing the full funnel from initial contact through accredited-investor verification and funded capital. As a player-coach, the Director will personally raise capital while recruiting, training, and developing a high-performing team of raisers. The position also builds Rex’s investor community through events, reporting, and impact storytelling intended to encourage reinvestment and referrals. The role works with acquisitions, asset management, finance, investor relations, marketing, and legal. It represents Rex to investors, shares market feedback with marketing, and ensures raises comply with SEC, FINRA, Regulation D, and accredited-investor verification requirements. The successful candidate is expected to embrace Rex’s mission of catalyzing human flourishing through disciplined stewardship of investor capital. This position is fully remote.

Requirements

7–10+ years of direct capital-raising experience with HNW and UHNW investors, with verifiable results in capital raised and funded.
Track record of recruiting, managing, and training capital raisers from zero to producing.
Sales-operations discipline across CRM, pipeline management, and forecasting.
Working command of SEC, FINRA, Regulation D, and accredited-investor verification.
Experience building investor events and community programs that drive reinvestment and referrals.
Proficiency with platforms such as Juniper Square, InvestNext, SyndicationPro, Salesforce or HubSpot, and DocuSign.
Polished, high-end presence in person and on LinkedIn, with the ability to communicate the investment and mission story convincingly.
A proactive hunter who is not reliant on an inherited book, manages by the numbers, hires discerningly, and acts decisively.
AI fluency with tools such as Claude or ChatGPT.
Missionary mindset and commitment to treating capital as sacred and investors as partners in the mission.

Nice To Haves

Real estate private equity or syndication experience is strongly preferred.
Deep UHNW, family office, and wealth advisor relationships, and exposure to other alternative investments, are a plus.
Bachelor’s degree in finance, business, economics, or a related field is preferred.

Responsibilities

Own direct capital raising from HNW, UHNW, and family office investors, fully funding every deal on time.
Carry a personal raise while leading the raising team as a player-coach.
Manage the full funnel from lead through accredited-investor verification to funded capital, maintaining disciplined CRM records and reliable forecasts.
Hire, train, and develop capital raisers from zero to producing; manage performance by the numbers and address underperformance decisively.
Generate new capital through outbound efforts, events, referrals, and other high-return channels.
Build the Rex investor community through summits, leadership dinners, webinars, proactive reporting, and impact storytelling.
Drive reinvestment and referral rates across the existing investor base.
Represent Rex to investors in person and on LinkedIn.
Provide marketing with market feedback, investor objections, and channel results.
Partner with acquisitions, asset management, finance, and investor relations to keep investors accurately informed.
Ensure raises comply with SEC, FINRA, Regulation D, and accredited-investor verification requirements, in partnership with legal.
Build systems and infrastructure to scale capital formation from hundreds of millions to billions across real estate and beyond.