VP, Capital Formation

Lumida Wealth • Wayne, NJ

2d • Hybrid

About The Position

Lumida is an AI-native modern wealth advisor and Wealth Architect for owners and creators. Our mission is to make money intelligent. We bring investing, trust and estate planning, and tax strategy together in a single wealth architecture—helping clients grow, protect, and transfer wealth with greater intention. Our investment platform spans public markets and differentiated alternatives, including select pre-IPO opportunities for qualified clients. Our approach is institutional in its breadth, non-consensus in its thinking, and deeply personal in its application. Our team shares the mindset of our clients: curious, original, and driven to build what does not yet exist. Lumida is venture-backed, with real traction, an ambitious product vision, and a rapidly growing community. We are hiring a licensed Vice President, Capital Formation to raise capital for Lumida-sponsored investment vehicles. This is a senior, revenue-owning role for someone who can earn the confidence of sophisticated investors, translate investment theses into clear conviction, and turn a strong network into durable capital relationships. Lumida’s private-investment track record includes CoreWeave, Shield AI, Atoms (founded by Travis Kalanick), Kraken and other deals. We are building a focused private-investment platform across the themes reshaping the next decade.

Requirements

• Active U.S. securities licensing appropriate to capital formation, including one or more of Series 7, 63, 65, 66, or 82
• Confidence in AI tooling such as Grok Bot, Claude CoWork and Chat GPT to raise productivity, and related tools such as Hubspot.
• A demonstrated record of raising capital for private funds, alternative investments, private companies, or institutional strategies.
• An established, relevant U.S. network across family offices, UHNW investors, RIAs, founders, and/or institutional allocators.
• Strong command of private-market fundraising, investor qualification, diligence processes, and subscription workflows.
• Credibility discussing investment strategies with sophisticated investors; intellectual range across technology, alternatives, macroeconomic themes, and portfolio construction.
• Excellent judgment, concise communication, and the ability to represent Lumida with discretion.
• Entrepreneurial ownership

Nice To Haves

• Experience originating private-market opportunities and developing an informed point of view on prospective investments.
• Ability to support investment underwriting, diligence, and the preparation of clear, decision-useful deal memos.

Responsibilities

• Lead end-to-end fundraising for Lumida-sponsored investment vehicles, from prospecting through subscription and close.
• Build and manage a high-quality pipeline of qualified purchasers from your own network and Lumida's community: accredited investors, family offices, RIAs, and institutions.
• Develop trusted senior relationships and convert them into repeat capital commitments.
• Partner with the investment team to communicate each vehicle's strategy, portfolio construction, risks, and fit for prospective investors.
• Create a rigorous fundraising operating cadence: CRM hygiene, pipeline reviews, conversion reporting, investor follow-up, and forecast accuracy.
• Help refine positioning, investor materials, due-diligence responses, and capital-formation processes.
• Represent Lumida at investor meetings, industry events, and targeted relationship-building opportunities.
• Attend Lumida community events and deepen relationships with investors, founders, and family-office leaders.
• Operate with exacting attention to securities-law, firm-policy, and investor-suitability requirements.

Benefits

• Work directly with the CEO on company-defining initiatives across AI, growth, capital raising, and company building.
• You'll have a front-row seat to a company that is in the leading edge of disrupting a trillion dollar market.
• Join a venture-backed company with real traction, an ambitious product vision, and a rapidly growing community.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed