Synergy Management Groupposted about 1 month ago
Full-time • Senior
NY

About the position

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

  • Manage the full-cycle execution of the seed-stage fundraising round, from investor outreach to closing.
  • 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.
  • 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.
  • Define the capital raise strategy, investor targets, and deal structure to ensure an efficient and successful raise.

Requirements

  • 10+ years of experience in investment banking, private equity, or venture capital.
  • Proven track record of executing $500K–$5M capital raises for early-stage companies.
  • Must hold active SEC/FINRA broker-dealer licenses (Series 7, 63, and 79 preferred) in good standing.
  • Extensive network of high-net-worth investors, family offices, and other seed-stage investors.
  • Strong communication, negotiation, and investor relations skills.
  • Self-starter capable of independently managing the capital raise process while collaborating closely with the CEO.

Benefits

  • Compensation is 100% success-based. No upfront retainers, salary, or guaranteed payments.
  • Fees are earned only as a percentage of successfully raised capital, paid upon closing.
  • Opportunity for long-term equity participation and advisory board involvement.
  • Fully remote, flexible work hours.

Job Keywords

Hard Skills
  • Broker Dealers
  • Deal Structuring
  • Institutional Investing
  • Private Equity
  • Venture Capital
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Soft Skills
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