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Wilshire Quinn Capital, Inc. · San Diego, California
We are a San Diego-based private real estate lending and investment firm seeking a motivated, outgoing, and results-driven
Capital Development Associate
to help grow our investor base and raise capital for our private lending investment fund.
This position will focus heavily on new investor outreach and business development. The ideal candidate is comfortable picking up the phone, initiating conversations with prospective investors, developing referral relationships, and consistently following up with new and existing contacts.
This is an opportunity for someone who enjoys sales, relationship building, and financial services and wants to develop a career in private investments and capital raising.
Key
Proactively identify and contact prospective investors through cold calling, email outreach, networking, referrals, and other business development efforts
Make a high volume of outbound calls to prospective investors and referral sources
Develop relationships with high-net-worth individuals, financial advisors, wealth managers, CPAs, etc
Introduce and educate prospective investors to the firm and its private lending investment opportunities
Qualify prospective investors and identify appropriate opportunities for continued discussions with senior management
Schedule introductory calls and meetings with qualified prospective investors
Develop and maintain a consistent pipeline of prospective investors and referral relationships
Conduct regular follow-up with prospects throughout the investor decision-making process
Attend networking events, industry functions, investor meetings, and other business development opportunities
Maintain accurate records of calls, contacts, follow-ups, and investor activity within the firm's CRM
Assist with investor presentations, meetings, marketing initiatives, and investor communications
Comfortable making cold calls and initiating conversations with people who have no prior relationship with the firm
Confident, professional, personable, and persistent
Strong sales mentality with the ability to build trust rather than rely on high-pressure sales tactics
Highly organized and disciplined with follow-up
Self-motivated and comfortable working toward measurable outreach and capital-raising goals
Ability to understand and clearly communicate financial and investment concepts
Experience using CRM or sales-tracking software preferred
Preferred Experience
Investor relations
Capital raising or fundraising
Private equity or private credit
Real estate investment
Private lending
Wealth management
Financial services
Securities or investment sales
Business development
High-net-worth client development
Candidates with a strong track record in B2B sales, financial sales, or relationship-driven business development are also encouraged to apply.
What We're Looking For
The right person for this position is someone who is not afraid of the phone. You should enjoy meeting new people, developing relationships, asking for introductions and referrals, and turning an initial conversation into a long-term investor relationship.
We are looking for someone who can take ownership of building a pipeline rather than waiting for leads to come to them. Success in this position will be measured by consistent outreach, qualified investor relationships developed, meetings generated, and ultimately capital raised for the firm's investment funds.
Compensation
401(k)
Health, dental & vision insurance
Paid time off
Details
| Company | Wilshire Quinn Capital, Inc. |
| Location | San Diego, California |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $60,000 – $60,000 / yr |