Director, Global Private Wealth
Deerpath Capital
Company Description Deerpath Capital is a leading direct lending firm specializing in providing first lien senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions, and growth capital to companies in the U.S. lower middle market. The firm employs approximately 100 employees globally, with investment offices in New York, Boston, Chicago, Los Angeles, and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo, and Brisbane. Position Overview This role is responsible for global distribution, with an initial focus on the private wealth channel. The successful candidate will build and lead a team to effectively penetrate this market segment, mainly in the U.S., and will have a strong track record in client management and capital raising within private markets. Reporting to the Head of Investor Relations in New York, the key responsibilities include: Investor Prospecting: Develop and maintain relationships with community, regional, and global banks, RIAs, fintech platforms, OCIOs, endowments, foundations, and family offices. Understand different segments of the private wealth channel and their investment needs. Leverage existing relationships and generate new investor pipelines. Coordinate meetings and follow-ups with prospective investors. Manage and track investor follow-up activities. Marketing and Communication: Deeply understand and effectively communicate the firm’s history, culture, investment strategy, products, and track record. Analyze the marketplace and competitive landscape to position the firm effectively. Lead presentations to prospective investors, independently or with senior team members. Relationship Management: Manage investor inquiries, due diligence requests, RFPs, and follow-ups, collaborating with the investor relations team. Maintain and update investor information in CRM systems. Coordinate with global placement agents. Performance and Personal Competencies: Establish and maintain strong institutional investor relationships with a solid reputation in LP and consultant communities. Possess a strong track record in advising institutional investors and raising capital. Have knowledge of credit markets and strategies, with the ability to quickly learn the firm’s investment approach. Exhibit excellent communication, relationship-building, and presentation skills. Demonstrate entrepreneurial mindset, creativity, self-motivation, and ability to work independently. Possess strong academic credentials, work ethic, and passion for excellence. Be a team player with a positive attitude, capable of working independently and collaboratively. Desired Skills & Experience: Undergraduate degree from a respected institution. At least 6+ years in financial services or consulting, with 4+ years in institutional investor relationship development and capital raising, preferably in private credit or equity. Note: No recruiters or agencies please. Unsolicited resumes will be considered property of Deerpath, with no fee paid for placements. Deerpath Capital Management, LP is an equal opportunity employer committed to diversity and inclusion. #J-18808-Ljbffr Deerpath Capital
$400k
...operational leader for a growing, employee-owned Multi-Family Office that serves as a family’s closest advisor across investments, wealth transfer, planning, and broader family office needs. ~ Provide strategic operational leadership across investment operations, client...PrivateFull timeWork at office$100k - $125k
...independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that... ...a life well lived.Cresset is seeking an Associate Director, Private Wealth Client Services with 5+ years of...PrivateFull timeTemporary workWork at officeLocal area- ...Private Wealth PlannerThe Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning... ...are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal...PrivateWork at office
$100k - $115k
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...culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-... ...consider a career in Advisory. KPMG is currently seeking a Director, Private Equity IT M&A –Due Diligence and Value Creation to join our KPMG...PrivateH1bLocal area- ...Enterprise Financial Services Wealth Management AB Alliance AllianceBernstein... ...Acquisition Partner to join their Private Wealth Management team. The successful candidate... ..., serving as an advisor to Managing Directors, and will be adept at translating...PrivateLocal area
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...people are our number one priority. With a wealth of learning and career development... ...services working with publicly-traded and privately-held companies in performance transformations... ...compensation-related elements of domestic and global HR M&A transactions with respect to...PrivateH1bLocal area$250k - $270k
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...Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is... ...traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-...PrivateFull time- ...Director, Global Innovation & Portfolio Integration Chicago, IL – Downtown | Hybrid – 3 Days in Office | Relocation Assistance Available A high-impact innovation leadership opportunity with a leading global consumer products organization. Our client is a well...Work at officeLocal areaRelocation package
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...McDonald’s is seeking a Director, Global Intelligence & Investigations in Chicago, IL. This role involves leading global intelligence collection and managing complex investigations to strengthen security posture. The ideal candidate will have substantial experience in...- # Director, M&A Partnerships## Director, M&A PartnershipsEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31,... ...Corporate Development, Investment Banking and/or Private Equity field* Proficient at Microsoft Excel and Microsoft...PrivateTemporary workRemote workFlexible hours
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...Acquisitions (M&A) Practice is seeking a Director to join our growing Healthcare & Life Sciences... ..., you will serve as a trusted advisor to private equity investors, corporate clients, and... ...At West Monroe, we work with you.We’re a global business and technology consulting firm...PrivateLocal areaImmediate startFlexible hours$151.2k - $304.2k
...leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering... ...client engagements.Preferred QualificationsExperience serving private equity or large corporate clients.Consulting or advisory...PrivateFull timeWork experience placementInternshipLocal area$300k - $350k
PJT Partners is a global advisory-focused investment bank. Our team of senior professionals delivers a wide array of strategic advisory... ...shareholder advisory, restructuring and special situations and private fund advisory and placement services to corporations, financial...PrivateFull time
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