Director, Private Capital Markets

Job summary

Build relationships with accredited and qualified investors, assess their objectives, and present private real estate investment opportunities in a professional and compliant manner. Manage the investor sales journey through subscription and funding, develop the pipeline with Associates and personal networks, meet capital-raising targets, and report investor and market insights.

Job details

About the Company Putting People First, Every day. Lankin Investments is a real estate investment firm specializing in institutional-grade Canadian multi-family assets. With over 15 years of experience, Lankin manages a portfolio exceeding $2 billion and more than 6,700 multi-family units across Canada. Our ethos is simple yet profound: Driven by our people, we foster financial prosperity and community value through strategic Canadian real estate investments. About the Role We are seeking an experienced, relationship-driven Director, Private Capital Markets to join our growing Capital Markets team. This is an individual contributor role registered as a Dealing Representative with Parvis Investment Services Inc. (“Parvis”), an Exempt Market Dealer, focused on raising capital for professionally managed private real estate investment opportunities. Dealing Representatives manage the full investor journey from initial conversation through investment completion, supported by dedicated Associates who schedule qualified investor meetings. The ideal candidate is an accomplished consultative sales professional with experience in capital raising, investment products, private markets, wealth management or financial services. Registered Dealing Representatives will conduct all registerable activities in accordance with Parvis's policies, procedures and regulatory requirements. Responsibilities The following activities will be performed as a Dealing Representative under Parvis: Build and manage relationships with accredited and qualified investors. Conduct discovery meetings and understand investor objectives and financial goals. Present Lankin's private real estate investment opportunities in a professional and compliant manner. Manage the full sales cycle from initial meeting through subscription and funding. Leverage inbound marketing leads and personal networks to develop investment opportunities. Partner with Associates to maximize meeting quality and pipeline development. Participate in investor events, presentations and relationship-building initiatives. Maintain accurate CRM records and manage an organized pipeline. Achieve and exceed individual capital-raising targets and performance metrics. As an employee of Lankin Investments, the Director will: Stay informed on real estate markets, economic trends and developments relevant to investors. Capture investor feedback and market insights to support Capital Markets, Marketing and senior management. Maintain issuer-level records of inquiry sources and volumes for management reporting. Qualifications 5+ years of consultative sales experience, preferably in financial services, private markets, wealth management, alternative investments or capital raising. Demonstrated success raising capital or selling sophisticated investment products. Exceptional relationship-building and communication skills. Proven ability to manage a long, consultative sales cycle. Self-motivated with strong ownership and business development skills. Highly organized with strong pipeline management abilities. Experience with HubSpot, Salesforce or similar CRM platforms. Has completed the proficiency requirements of a Dealing Representative of an exempt market dealer under NI 31-103 (i.e. Canadian Securities Course or the Exempt Markets Products)

What you’ll do

Build relationships with accredited and qualified investors, assess their objectives, and present private real estate investment opportunities in a professional and compliant manner. Manage the investor sales journey through subscription and funding, develop the pipeline with Associates and personal networks, meet capital-raising targets, and report investor and market insights.

Requirements

Requires at least five years of consultative sales experience, preferably in financial services, private markets, wealth management, alternative investments, or capital raising, with demonstrated success selling sophisticated investment products. Candidates should have strong relationship-building, communication, organization, business development, and pipeline management skills, CRM experience, and the required Dealing Representative proficiency under NI 31-103.

Listed skills

• Regulatory Compliance · Preferred
• CRM Management · Preferred
• Communication · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Consultative Sales
• Capital Raising
• Investor Relationship Management
• Financial Services
• Private Markets
• Wealth Management
• Alternative Investments
• Investment Product Presentation
• Sales Cycle Management
• Business Development
• Pipeline Management
• CRM Management
• Investor Discovery
• Regulatory Compliance
• Market Research
• Communication

Job areas

• Finance & Accounting
• Sales
• Management & Leadership

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