Director, Capital Formation High Net Worth
Rex · Austin, United States · remote
Company OverviewRex is a privately held ecosystem of entrepreneurial ventures led by Peter Rex, spanning real estate private equity, technology, insurance, and AI. We build businesses and investment platforms that generate both exceptional financial returns and meaningful societal impact. At the core of our strategy is investor engagement: attracting aligned capital partners who share our long-term vision. We are building the most compelling investor-facing ecosystem in the private markets. The role offers exposure to a uniquely diverse platform, combining institutional-quality real estate and high-growth tech ventures, all aligned under a singular mission-driven vision.
About UsOur mission is to catalyze human flourishing through stewardship, serving people in all nations. We seek a transcendent impact, second to none, crossing geographies and making a permanent mark on history.
We aim to uplift investors, foster flourishing families, create enduring trust, and contribute to a more beautiful world through our investments, products and services, and new ventures.
Our investments are primarily in real estate, with additional allocations to tech, energy, and alternatives, employing a downside-protected, long-term approach to investing. We are grounded in timeless morals and seek to preserve and grow both investor capital and our own.
We serve a diverse ecosystem that includes:- Multifamily apartment management with 20,000+ apartments
- Hotel and office buildings
- Tech ventures
- Insurance companies
Our businesses, with over 500 employees, are primarily throughout Texas and Florida, but we aim to expand globally with our products and services, impacting people in all countries.
Mindset- Fanatical Investor Focus: Serve our investors by preserving their wealth first and foremost and secondarily seeking to maximize their return on equity while fostering human progress through stewardship of the assets and companies.
- Ecosystem Alignment: Execute in a spirit of partnership across all components of the Rex ecosystem, including multifamily and other real estate assets as well as tech companies.
- Missionary Zeal: Care about investor stewardship and advancing the vision of catalyzing human flourishing.
The OpportunityRex is seeking a Director of Capital Formation, High Net Worth to fund the next real estate cycle. With a new multi-year cycle underway and an active acquisition pipeline, this leader owns direct capital raising from high-net-worth and ultra-high-net-worth investors across Rex’s private equity real estate platform, ensuring every deal is fully funded and on time. Capital raised and funded is the measure that matters most. This role is anchored by three core mandates. First, run capital formation as a true sales operation, owning every stage from lead to accredited verification to funded capital, with CRM discipline and forecasting precise enough to commit to deals with confidence. Second, build and lead a high-performing raising team as a player-coach, personally raising while recruiting, training, and developing talent from zero to producing, growing the winners and pruning the rest. Third, architect the Rex investor community through investor summits, leadership dinners, webinars, proactive reporting, and impact storytelling that turn investors into partners and ambassadors, driving reinvestment and referrals deal after deal. Throughout, this leader hunts new capital through outbound, events, and high-return channels, feeds market signal back to marketing, and keeps Rex well inside the lines on SEC and FINRA compliance, including Regulation D offerings and accredited investor verification. The ideal candidate has 7–10+ years raising capital directly from high-net-worth investors, with real numbers to prove it, and a track record of managing and training raisers. They bring process and CRM discipline, compliance rigor, and a polished, high-end presence in person and on LinkedIn, serving as the face of Rex to investors. A closer and a community builder in equal measure, they manage by the numbers, hire discerningly, act decisively, and think big: hundreds of millions in equity now, billions later, across real estate and beyond. Real estate experience strongly preferred; deep UHNW and family office relationships and exposure to other alternative investments are a plus. Capital is sacred, and investors are partners in the mission. This leader must fully embrace Rex’s call to catalyze human flourishing through disciplined stewardship of investor capital. Not for mercenaries. Only for missionaries. Fully remote.
About the RoleRex has the deals. This role makes sure they are funded. You will raise equity directly from HNW and UHNW individuals and family offices, closing every deal fully and on time, and build the team and investor community that make that raise repeatable at scale.
You will run capital formation like a sales operation: every stage tracked, from first touch through accredited verification to funded capital, with forecasting tight enough for leadership to commit to deals with confidence. As a player-coach, you will carry your own raise while hiring and developing raisers from zero to producing, coaching to the numbers and deciding fast who grows and who goes.
You will turn investors into partners and ambassadors through summits, leadership dinners, webinars, proactive reporting, and impact storytelling that drive reinvestment and referrals. You will hunt new capital, sharpen marketing with what you hear in the market, represent Rex with polish in person and on LinkedIn, and keep every raise squarely inside SEC, FINRA, and Regulation D requirements. The runway is hundreds of millions in equity now and billions later. Must be missionary to the bone.
Key Responsibilities- Own direct capital raising from HNW, UHNW, and family office investors, fully funding every deal on time
- Carry a personal raise while leading the raising team as a player-coach
- Run the full funnel from lead to accredited verification to funded capital, with disciplined CRM hygiene and reliable forecasts
- Hire, train, and develop raisers from zero to producing, managing by the numbers and pruning underperformers decisively
- Generate new capital through outbound, events, referrals, and the highest-return channels, doubling down on what converts
- Build the Rex investor community through summits, leadership dinners, webinars, proactive reporting, and impact storytelling
- Drive reinvestment and referral rates across the existing investor base
- Represent Rex as its face to investors, in person and on LinkedIn
- Feed market signal, objections, and channel results back to marketing
- Partner with acquisitions, asset management, finance, and investor relations to keep investors accurately informed
- Keep every raise compliant with SEC, FINRA, Regulation D, and accredited investor verification requirements, in partnership with legal
- Build the systems and infrastructure to scale from hundreds of millions to billions, across real estate and beyond
Ideal Candidate Profile- 7–10+ years raising capital directly from HNW and UHNW investors, with verifiable results in capital raised and funded
- Track record of recruiting, managing, and training capital raisers from zero to producing
- Real estate private equity or syndication experience strongly preferred
- Deep UHNW, family office, and wealth advisor relationships, and exposure to other alternative investments, a plus
- Sales-operations discipline across CRM, pipeline management, and forecasting
- Working command of SEC, FINRA, Regulation D, and accredited investor verification
- Experience building investor events and community programs that drive reinvestment and referrals
- Proficiency with platforms such as Juniper Square, InvestNext, SyndicationPro, Salesforce or HubSpot, and DocuSign
- Polished, high-end presence in person and on LinkedIn, with the ability to tell the investment and mission story with conviction
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