VP Capital Formation

EPL Group Inc.

. Own capital relationships across both branches of the firm .

Posted 10/2/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in capital formation, private market vehicles, and M&A mandates, with a strong ability to build and leverage relationships across institutional allocators and advisor networks. Proficient in fund economics and compliance with Regulation D requirements.

Highest-signal resume keywords

Capital FormationPrivate Markets VehiclesFund EconomicsRegulation D ComplianceM&A Mandates

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Capital RelationshipsLP CoveragePlacementAlternative Investment DistributionRaising Private Markets VehiclesFund EconomicsCarry StructuresWaterfallsHurdlesPromote Structures

Soft Skills

Relationship BuildingEducating AdvisorsCommunication

Tools & Technologies

Finalis

Certifications & Qualifications

FINRA Registration

Industry Keywords

M&ASPV SyndicationInstitutional AllocatorsFamily OfficesRIA NetworksAdvisor NetworksCross-Border ExperienceAccredited Investor Standards

About the role

Key responsibilities & impact

Own capital relationships across both branches of the firm
Provide buyer and capital coverage on sell-side and buy-side M&A mandates
Lead capital formation for VC funds, independent sponsor deal equity, and SPV syndication
Cover institutional allocators, direct-investing family offices, RIAs, and advisor networks
Build the firm's wealth channel
Build senior relationships across allocators, family offices, and RIA and advisor networks
Run raises for funds, sponsor deals, and SPVs from positioning through close
Support M&A mandates with live buyer and capital intelligence
Formalize partnerships with RIA firms, broker-dealers, and advisor networks
Educate advisors and investors on private markets structures and economics
Source mandates into both branches
Partner with Finalis on compliance, onboarding, and Regulation D requirements

Requirements

What you’ll need

FINRA registration through a broker-dealer, or sponsorable within 120 days
5+ years in capital formation, LP coverage, placement, or alternative investment distribution
Verifiable capital relationships you can activate on day one
Direct experience raising private markets vehicles
Command of fund and sponsor economics: carry, waterfalls, hurdles, promote, side letters
Fluency in Regulation D and accredited investor standards
Bachelor's degree in finance or a related field
Preferred: transferable RIA book, prior platform or approved-list experience, buy-side M&A exposure, cross-border experience, Spanish or Portuguese

Benefits

Comp & perks

Partner-level exposure
Ownership of the firm's capital relationships
Attractive performance-driven variable compensation (revenue-sharing role only)
Cross-border reach
Opportunity to build the wealth channel from scratch