Equity Wholesaler, Capital Markets
qc capitalDearing, KS
Equity Wholesaler, Capital Markets
qc capitalDearing, KSSenior L5
Financial and Investment AnalystsSecurities, Commodities, and Financial Services Sales AgentsFinancial Quantitative Analysts
Miscellaneous Financial Investment ActivitiesPortfolio Management and Investment AdviceInvestment Banking and Securities Intermediation
About QC Capital GroupQC Capital Group is a Charlotte-based private equity firm that acquires, owns and operates real-asset businesses under its own brands. The firm runs four platforms: QC Car Care (car wash and express oil change funds), Flex Workx (flex industrial), QC Healthcare (healthcare innovation holding company) and the QC Liquidity Fund (private credit backed by real assets). QC Capital offers investors 100% passive exposure to cash-flowing operating businesses and is building an institutional-grade capital markets organization to support its next phase of growth.
Position Summary:
The Equity Wholesaler is responsible for raising equity capital for QC Capital's fund offerings through the intermediary channel: registered investment advisors, independent broker-dealers, multi-family offices, wealth management platforms and other professional allocators. This role owns a defined territory, builds and deepens advisor and allocator relationships, educates the channel on QC's strategies, and converts that activity into committed capital. The ideal candidate is a disciplined, metrics-driven relationship builder who can speak credibly to underwriting, cash-flow durability and downside protection, not just product features.
Key Responsibilities:
- Capital Raising and Territory Management
- Own a territory plan and drive committed equity capital toward quarterly and annual targets set by the Managing Director, Capital Markets
- Prospect, open and grow relationships with RIAs, broker-dealer reps, family offices, multi-family offices and wealth platforms
- Run a consistent cadence of in-person meetings, virtual presentations, due diligence calls and territory travel
- Identify and prioritize high-potential firms and advisors, and move them from first meeting to first allocation to repeat allocation
- Partner with internal sales and investor relations to qualify leads, schedule meetings and close commitments
- Advisor Education and Due Diligence Support
- Present QC Capital's platforms, fund strategies, track record and investment process to advisors, investment committees and home-office due diligence teams
- Support due diligence requests, questionnaires and platform onboarding with operations, legal and finance
- Host and present at advisor events, roundtables, webinars, property and site tours, and industry conferences
- Communicate fund performance, distributions and market updates to existing advisor relationships
- Pipeline, CRM and Reporting
- Maintain accurate, timely records of all activity, pipeline stages and commitments in the firm CRMReport weekly on activity, pipeline and forecast against target
- Provide market intelligence on competitor offerings, advisor sentiment and product feedback to leadership
- ComplianceConduct all activity in line with Regulation D Rule 506(c) requirements, firm policies and applicable securities regulations
- Work only with accredited investors and support required accredited investor verification
- Use only approved marketing materials and follow firm review processes for all communications
Qualifications:
- Required 5+ years of wholesaling, capital raising or distribution experience in alternative investments, private placements, non-traded REITs, interval funds or private equity
- Established relationships with RIAs, independent broker-dealers and/or family offices
- Proven track record of raising capital against defined targetsFINRA Series 7 and 63 (or Series 82 and 63), or the ability to obtain them within [XX] days of hire
- Strong command of private market fundamentals: capital structure, distributions, fees, liquidity terms and risk
- Willingness to travel extensively within the territory
- Bachelor's degree
- PreferredExperience distributing real estate, real-asset or operating-business private equity funds
- Series 65/66 or CAIA designation
- Existing book of advisor relationships in the Southeast or Northeast
- Experience with platform due diligence and home-office approvals
Key Competencies:
- Consultative, institutional communication style: measured, precise and credible with sophisticated allocators
- High activity discipline and consistent follow-through
- Ability to translate deal and fund economics into a clear investment thesis
- Comfort operating in a fast-growing firm building out its capital markets function
- Integrity and a compliance-first mindset
- Performance Measures
- Committed equity capital raised versus target
- New advisor and firm relationships opened
- Meetings and presentations completed per week
- Pipeline growth and conversion rate by stage
Repeat allocation rate from existing relationshipsCRM accuracy and reporting timelinessQC Capital Group is an equal opportunity employer.
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Level
Senior L5
Location
Dearing, KS
Occupation
Financial and Investment Analysts
Industry
Miscellaneous Financial Investment Activities
Posted
today