VP, Capital Formation

Vice President, Capital Formation Location: Wayne, New Jersey, New York, NY Employment: Full-time Build the capital engine behind differentiated private-market access. We are hiring a licensed Vice President, Capital Formation to raise capital for Lumida-sponsored investment vehicles. This is a senior, revenue-owning role for someone who can earn the confidence of sophisticated investors, translate investment theses into clear conviction, and turn a strong network into durable capital relationships. Lumida's private-investment track record includes CoreWeave, Shield AI, Atoms (founded by Travis Kalanick), Kraken and other deals. We are building a focused private-investment platform across the themes reshaping the next decade. The mandate Own capital formation for Lumida vehicles and build toward $100 million of capital raised in your first 12 months. You will source, cultivate, and close allocations from: • Family offices and ultra-high-net-worth investors • Founders, entrepreneurs, and senior operators • RIAs and wealth-management platforms • Institutional allocators You will work directly with Lumida's CEO, CIO, and investment team to shape investor materials, position each opportunity, run a disciplined pipeline, and create the repeatable fundraising infrastructure that supports a growing alternatives platform. Investment themes Lumida invests where structural change creates asymmetric opportunity: • AI infrastructure • Energy Infrastructure • Aging and longevity • Defense technology • Fintech What you will do • Lead end-to-end fundraising for Lumida-sponsored investment vehicles, from prospecting through subscription and close. • Build and manage a high-quality pipeline of qualified purchasers from your own network and Lumida's community: accredited investors, family offices, RIAs, and institutions. • Develop trusted senior relationships and convert them into repeat capital commitments. • Partner with the investment team to communicate each vehicle's strategy, portfolio construction, risks, and fit for prospective investors. • Create a rigorous fundraising operating cadence: CRM hygiene, pipeline reviews, conversion reporting, investor follow-up, and forecast accuracy. • Help refine positioning, investor materials, due-diligence responses, and capital-formation processes. • Represent Lumida at investor meetings, industry events, and targeted relationship-building opportunities. • Attend Lumida community events and deepen relationships with investors, founders, and family-office leaders. • Operate with exacting attention to securities-law, firm-policy, and investor-suitability requirements. What you bring • Active U.S. securities licensing appropriate to capital formation, including one or more of Series 7, 63, 65, 66, or 82 • Confidence in AI tooling such as Grok Bot, Claude CoWork and Chat GPT to raise productivity, and related tools such as Hubspot. • A demonstrated record of raising capital for private funds, alternative investments, private companies, or institutional strategies. • An established, relevant U.S. network across family offices, UHNW investors, RIAs, founders, and/or institutional allocators. • Strong command of private-market fundraising, investor qualification, diligence processes, and subscription workflows. • Credibility discussing investment strategies with sophisticated investors; intellectual range across technology, alternatives, macroeconomic themes, and portfolio construction. • Excellent judgment, concise communication, and the ability to represent Lumida with discretion. • Entrepreneurial ownership Nice to have • Experience originating private-market opportunities and developing an informed point of view on prospective investments. • Ability to support investment underwriting, diligence, and the preparation of clear, decision-useful deal memos. The Opportunity This is a rare opportunity to help scale a differentiated private-investments business inside a modern wealth platform. You will work directly with the CEO, CIO, and investment team to bring exceptional opportunities to sophisticated investors.