Director, Capital Markets
Parkview Financial is an alternative investment manager specializing in commercial real estate credit in the U.S. Over its 17-year history, Parkview has successfully executed over $4 billion in short-term bridge and construction first-lien financing across 200 loans. The firm is active in major U.S. markets and is primarily focused on middle-market loans for the development, acquisition, renovation or refinancing of multifamily, industrial, retail and mixed-use projects.
Founded in 2009, with offices in Los Angeles, New York and Las Vegas, Parkview has earned a reputation within the commercial real estate industry as a respected private lender known for its ability to provide swift, creative financing solutions to borrowers requiring certainty of execution.
Parkview's success is driven by its team of seasoned in-house experts across originations, credit underwriting and construction, who bring creativity and agility to even the most complex projects. This combination of expertise and flexibility has solidified Parkview's standing as a trusted partner to experienced and well-capitalized borrowers.
Job Responsibilities:
RIA, Family Offices and Wealth Managers - Relationship Management:
- Own and grow a national portfolio of relationships with RIAs, family offices and wealth managers to raise equity capital for Parkview’s construction loan syndications.
- Identify and develop new RIA, family offices and wealth manager prospects to broaden distribution reach.
- Present investment opportunities to these partners and their end clients in a manner consistent with firm standards and applicable securities regulations.
Business Development and Strategy:
- Coordinate with internal teams to ensure timely delivery of offering materials, subscription documents, and investor updates.
- Participate in industry events and RIA-focused conferences to support business development activity.
Reporting and Pipeline Management:
- Maintain thorough and current records of investor activity, deal allocations, and relationship history within the firm’s CRM.
- Provide pipeline and capital activity reporting to the CEO on a regular basis.
Qualifications:
- 5–20 years of experience in alternative investment distribution, private placements, or capital markets with demonstrated RIA, family office and wealth manager channel expertise.
- Established and active book of relationships with RIA, family offices and wealth managers with the ability to engage those relationships upon joining Parkview.
- Deep familiarity with private placement processes and deal-by-deal syndication structures.
- Strong communication skills with the ability to convey real estate and credit concepts clearly to a financial advisor audience.
- Proven ability to manage a national relationship base with a high degree of independence.
- Bachelor’s degree required; advanced degree or CFA a plus.
Compensation:
Base salary of $150,000–$250,000, depending on the candidate's experience level and the size and quality of their existing RIA, family office, and wealth manager book, plus performance-based commission structured to align the role’s economics with investor outcomes and firm performance.
Location: This role is based in Los Angeles, CA. LA-based candidates are preferred, but we're open to strong candidates elsewhere, especially those with an active RIA/family office/wealth manager book.
Parkview Financial is an Equal Opportunity Employer. Parkview does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business needs.