Head of Mandates

Chief Marketing Officer (CMO)

Location: Remote

Type: Full-time


About Capvance

Capvance is a boutique investment bank specializing in capital raising and deal sourcing for private equity firms, venture capital funds, and institutional investors. We help our clients raise LP capital and source high-quality acquisition targets through targeted outbound strategies.


The Role

We're seeking an experienced Chief Marketing Officer (CMO) to lead service delivery and client fulfillment for our capital raising and deal sourcing mandates. This is a critical operational leadership role responsible for ensuring exceptional client results, managing campaigns, and overseeing the execution team.

The ideal candidate has deep experience in finance, investment banking, or fundraising and understands how to deliver results for sophisticated institutional investors.


Key Responsibilities

Service Delivery & Client Fulfillment:

Oversee execution of capital raising and deal sourcing mandates for PE/VC clients
Ensure clients receive high-quality leads, intros, and meetings (10+ qualified intros/month per client)
Manage campaign strategy, messaging, and outreach for each client mandate
Own client satisfaction, retention, and results

Team Management:

Build and lead execution team (SDRs, account managers, researchers)
Train team on financial services industry, client ICPs, and messaging
Set KPIs and hold team accountable for delivery (contacts made, replies, meetings booked)

Campaign Strategy:
Design outbound campaigns (LinkedIn + email) for capital raising and deal sourcing
Craft messaging that resonates with LPs, business owners, and institutional investors
A/B test messaging, optimize conversion rates, and improve campaign performance

Client Communication:

Conduct weekly check-ins and quarterly business reviews with clients
Report on campaign metrics (outreach volume, reply rates, qualified intros, meetings booked)
Manage client expectations and resolve issues quickly

Fundraising & Deal Sourcing Expertise:

Leverage fundraising/investment banking experience to understand client pain points
Identify high-quality LP prospects and acquisition targets
Provide strategic guidance on positioning, messaging, and market approach

Required Qualifications

Must-Have:

5+ years experience in finance, investment banking, or fundraising
Deep understanding of capital raising for PE/VC funds or M&A deal sourcing
Proven track record managing client delivery and fulfillment in financial services
Experience with outbound sales, business development, or lead generation
Strong project management and team leadership skills

Nice-to-Have:

Experience raising capital for venture capital or private equity funds
Background in placement agent, fund administrator, or investment bank
Existing network of LPs, family offices, or institutional investors
Experience managing SDR teams or outbound campaigns

Skills & Competencies
Service delivery and client fulfillment
Campaign strategy and execution (LinkedIn, email outreach)
Financial services industry knowledge (PE, VC, M&A)
Team management and leadership
Client communication and relationship management
Data-driven decision making and performance optimization
Excellent written and verbal communication

What We Offer:

Competitive salary + performance-based bonuses
Equity/ownership stake
Fully remote work environment
Opportunity to build and lead a high-performing execution team
Work with top-tier PE firms and VCs
Fast-growing boutique investment bank with ambitious growth targets

How to Apply:

Send your resume and a brief cover letter explaining:
Your experience in finance/investment banking/fundraising
Your approach to service delivery and client fulfillment
Why you're interested in joining Capvance

Apply here: ----------