Job Description

This is a remote position.

About The Role:

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:

• Lead Capital Raise: Manage the full-cycle execution of the seed-stage fundraising round, from investor outreach to closing.
  
• Investor Engagement & Negotiation: 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.
  
• Develop Investor Materials: 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.
  
• Strategic Planning: 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.
  

Compensation:

• 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.
  

About SMG:

• Elite Clientele: Previous engagements with top institutional investors managing over $100B in assets.
  
• Established Product-Market Fit: Proven success in high-caliber consulting services for leading institutional investment firms.
  
• World-Class Team: Consultants with leadership experience at top-tier firms, including McKinsey, Bain, PwC, EY, Carlyle, Deloitte, and KPMG.
  
• Growth Focus: Seeking strategic capital to scale infrastructure and accelerate business development.
  

Additional Information:

• Remote Role: Fully remote, flexible work hours.
  
• Interview Process: Initial interviews conducted via video conference.
  

To Apply:

Submit your resume and a summary of relevant experience. Further details about SMG and the capital raise process will be provided during the interview.

This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Any terms outlined above are subject to change.

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