Job Description

Company Description

Established in 1912 and reimagined in 2016, Upstream Life was a culmination of three determined and focused leaders with extensive financial experience. Their vision and goals were propelled by the industry which inspired the trio throughout their expansive careers. It is their passion and drive that led Upstream Life to expand into an array of financial services. Upstream Life provides life insurance, wealth management, retirement solutions and securities offerings to clients in the US. The goal of Upstream Life continues to be providing solid financial products designed for individuals looking to secure their financial future. It is this commitment that guides Upstream Life and its employees and inspires the growth and development of products and resources for our clients. Upstream Life continues to expand its product offerings and services to provide you with unique and secure options that fit into your life and help achieve your goals.

Role Description

This is a full-time hybrid role for a VP of Capital Markets at Upstream Life in either of our locations, Oxford, MS or New Orleans, LA. The individual will be responsible for managing all aspects of our capital raising and expansion, as well as the building of our fund ventures as we scale our capital infrastructure and services. This role involves developing investor materials, reaching out to high-net-worth investors, and managing the capital raise process, all in direct collaboration with the VP of Business Development and senior executive staff. This role also involves strategic planning, team leadership, and ensuring that all operational activities align with company goals. The ideal candidate will possess a deep understanding of the capital markets industry, securities regulation, exceptional leadership skills, and a strong analytical mindset.

Qualifications

• 5+ years in angel, VC, PE, private capital markets, with a proven track record of successfully raising capital.
• Extensive connections to elite, high-net-worth investors and participating broker dealers.
• Proven leadership and team management skills, with a track record of driving operational excellence.
• Exceptional analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Proficiency in operational software and data analysis tools.

Key Responsibilities

• Lead Capital Raise: Spearhead continuous offering fundraising rounds, managing the entire process from investor material development to closing deals.
• Investor Outreach & Negotiation: Target and engage elite, high-net-worth investors. Present investment opportunities and negotiate deal terms.
• Develop Investor Materials: Refine and leverage our existing assets and marketing material to create a compelling investor package (pitch deck, use of proceeds, financials, etc.).
• Strategic Planning: Define strategy for fundraising, including identifying the right investors and optimal deal structures.
• Collaborate with the VP of Business Development and senior executives: Work directly with the VP of Business Development and senior executives to ensure alignment on goals, strategy, and progress through the fundraising cycle.

Education and Experience

• Bachelor's degree in Business, Finance, Economics, or related field
• Relevant certifications are a plus

Compensation Pay Disclosure

Upstream Life is committed to pay that’s fair and equitable, which means comparable pay for comparable roles and responsibilities. Compensation will include both a base and incentive level.

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