Greater Boston / New England preferred | Travel as needed
We’ll be in Boston on January 29–31, 2026 for a conference. Open to meeting qualified licensed capital raisers in person.
Ballard Global is hiring a senior, FINRA-licensed capital raiser to expand our investor base as we grow further into the HNWI, Family Office, and Institutional allocator channels, while continuing to serve individual accredited investors. This is a producer (hunter) role for an entrepreneurial professional with an established network who can work independently, build pipeline, and close.
About Ballard Global
Ballard Global is a private investment firm offering accredited investors access to private market opportunities aligned with long-term wealth objectives (income, diversification, and multi-generational planning). Ballard Global is not a registered broker-dealer. Ballard Global is the issuer of the offerings. Licensed securities activity is conducted through our partner FINRA-member broker-dealer under broker-dealer supervision, subject to approval and onboarding.
A key reason we’re different
We don’t chase deals. We raise capital for long-term, deeply established partners with proven track records across four core sectors: Real Estate, Agribusiness, Consumer Lending, and AI Tech. These longstanding relationships create deeper operational familiarity and support disciplined, repeatable capital deployment.
Platform + support
We’ve built infrastructure so experienced producers can move quickly with strong investor servicing and clean execution:
· Robust Investor Portal for onboarding, document workflow, and investor servicing
· HubSpot Enterprise CRM for pipeline discipline and reporting
· AI-assisted internal product knowledge and sales enablement support
· Microsoft Teams collaboration across investor relations, ops, and leadership
· Conference participation, events, webinars, and curated lists of prospective accredited investors (where/when available)
Who you are
· FINRA SIE + Series 63 + (Series 7 or Series 82 - Private Securities Offerings Representative) required
· Able to register/hold licenses through our partner broker-dealer, subject to approval and onboarding
· Proven capital raising experience in private credit, alternatives, private equity/real estate, or adjacent private market strategies
· A meaningful existing network of accredited investors and/or HNWI, Family Office, RIA, and Institutional relationships you can engage immediately
· Comfortable in a true hunter seat: self-sourced lead generation, high accountability, and consistent outbound cadence
· High integrity, compliance-first mindset: operate under broker-dealer supervision and use approved materials only
· Organized operator with disciplined follow-up and strong CRM habits
What you’ll do
· Raise capital into Regulation D Rule 506(c) private placements (verified accredited investors)
· Source and close new relationships across HNWI/UHNW individuals, Family Offices, RIAs, and select institutional allocators (as applicable)
· Build and manage your own book of investor relationships you originate
· Drive a consistent prospecting and meeting cadence; convert interest to commitments and funded capital
· Maintain accurate pipeline activity and notes in HubSpot CRM
· Partner with internal teams on investor onboarding, events/webinars, and investor communications—within compliance-approved workflows
Compensation, relationship credit & benefits
· W-2 role with $90,000–$120,000 annualized draw against variable compensation based on capital raised (uncapped)
· Ongoing credit for future allocations from the investors you originate (while employed; per plan and applicable broker-dealer policies)
· On-target earnings for successful producers are expected to exceed $240,000; actual earnings depend on production
· Benefits include medical insurance, PTO, and standard employee benefits
Location / travel
· Remote role; Greater Boston / New England preferred
· Occasional travel for investor meetings, conferences, and company events
How to apply
Please include:
· Active licenses / registration status (SIE, 63, 7 and/or 82)
· A short summary of your investor network and typical investor profile
· Relevant capital raising background (asset classes and approximate production range)
Compliance: This posting is for recruiting purposes only and is not an offer to sell or a solicitation to buy any security. Any offering is made only via applicable offering documents to eligible investors. Investments involve risk and are not guaranteed.
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