Senior Vice President - Investment Management & Capital Formation
Morgan Properties · Posted Nov 5, 2026
- Conshochocken, Pennsylvania, United States
- On-site
- Full-time · Executive
- 15+ years
Senior leadership role building and scaling a third-party investment management platform, focusing on multifamily credit.
Responsibilities
- Lead capital raising across institutional investors, endowments and foundations, pensions, insurance companies, consultants, OCIOs, family offices, RIAs, and wealth management platforms.
- Collaborate with Morgan team to expand relationships with existing investors and JV partners as appropriate.
- Build and manage the investor pipeline, including prospect targeting, outreach cadence, and conversion tracking.
- Develop and maintain marketing materials, including pitch decks, teasers, deal-flow and track-record presentations, and investor education sessions.
- Select and manage placement agents, distribution partners, and feeder / access-fund platforms as appropriate.
Requirements
- Bachelor’s degree in Finance, Business Administration or related field
- MBA (preferred)
- Nice to have: CFA
- Nice to have: FINRA Series 7, 63, 79, 24