Talent Needed
Capital Raising Specialist
Simplifies passive investing in senior living assets—aligning goals by co-investing alongside Partners and Investors.
We’re seeking a Capital Raising Specialist to engage prospective investors, manage campaigns, and deepen long-term relationships—driving scalable capital formation for high-performing senior living projects.
Company Description
Haven Senior Living Partners simplifies real estate investing for passive investors, focusing on senior living assets that create value for Partners, Residents, and Investors. We align incentives by co-investing alongside our investors, fostering a true partnership in success.
Role Description
- Engage and qualify potential investors across inbound and outbound channels.
- Own capital-raising campaigns end-to-end: narrative, collateral, outreach, diligence support, and close.
- Develop and nurture durable investor relationships; maintain accurate CRM hygiene and pipeline reporting.
This full-time hybrid role is based in Dallas, TX, with flexibility to work remotely. You’ll focus on cultivating and expanding relationships within the RIA and Family Office channels while supporting broader fundraising and investor relations initiatives. The ideal candidate has a proven track record of raising capital in private equity.
Qualifications
- Exceptional communication and interpersonal skills.
- Demonstrated success in fundraising and investor relations.
- Working knowledge of real estate investment principles and deal structures.
- Self-starter who thrives independently and collaborates across teams.
- Proficiency with Microsoft Office and CRM software.
- Bachelor’s degree in Finance, Business, or related field.
Ready to Apply?
Share your resume and a brief note highlighting your capital-raising track record (including HNWIs/RIAs/Family Offices touched, fund sizes, and annualized production).
Director of Investor Success
Haven Senior Living Partners – Dallas, TX (Remote)
Lead investor relations and sales to deliver uncompromising “WOW” experiences for HNWI/UHNW investors—fueling capital growth and our mission to build Thriving Communities.
Requirements
- Must live in or near Dallas, TX (remote role with local presence)
- 5–7 years in investment, sales, or investor relations
- Proven ability to independently drive revenue-producing activities
- Strong knowledge of investment products (private equity, real estate, alternatives preferred)
- Customer service–oriented approach to investments
- Experience with Freshworks CRM a plus
- Exceptional communication, presentation, and relationship-building skills
Fit & Drive
- Impact: Change lives—investors, residents, and communities.
- Challenges: Turn roadblocks into creative solutions.
- Growth: Contribute to one of America’s fastest-growing senior living investment platforms.
How success is measured
- New qualified opportunities added weekly (≥5)
- Pipeline velocity and conversion by stage
- Investor satisfaction (NPS/testimonials) & same-day response rate
- Capital committed from new and existing relationships
Responsibilities
- Consistently follow up and follow through with prospects and investors
- Initiate focused daily new prospect calls and daily existing investor calls
- Present opportunities 1:1 and in groups, winning new capital commitments
- Hold face-to-face meetings when possible (or via Zoom as needed)
- Handle incoming inquiries and schedule follow-ups with team members
- Deliver uncompromising investor experiences that build trust
- Host quarterly/semi-annual investor alignment meetings
- Gather referrals and testimonials; build referral networks
- Represent Haven as a cultural leader modeling core values
- Identify and add at least five new qualified opportunities per week
- Maximize efficiency using HubSpot CRM and sales tools
- Leverage Haven/DLP events, conferences, and trainings
- Maintain up-to-date knowledge of offerings and broader market
- Provide same-day responses to all investor inquiries
- Partner with the Experience Team for seamless onboarding & service
Why You’ll Love It Here
- Unlimited PTO
- Health, dental, vision, and life insurance
- 401(k) matching
- Parental leave & adoption services reimbursement
- Volunteer Time Off & well-being programs
- Educational incentives and self-improvement tools
- Inspiring company events and trainings
- Deep fulfillment: your work makes a difference
Haven Senior Living Partners
We invest in building Thriving Communities—transforming lives through safe, attainable, and impactful senior housing investments.
- Mission: Changing the senior living landscape through the building of innovative and thriving Communities.
- Purpose: To passionately make an extraordinary impact by transforming lives and communities.