Capital Markets Representative | Aliso Viejo, CA, USA | In-Office

Capital Markets Representative Overview Alliance Portfolio is seeking a driven Capital Markets Representative to lead capital raising for the Alliance Mortgage Fund (Reg D mREIT). This role focuses on building and managing relationships with: • RIAs, financial advisors, and wealth managers • High-net-worth (HNW) and ultra-high-net-worth (UHNW) investors You will play a key role in scaling capital formation while delivering a high-quality investor experience. Key Responsibilities • Raise capital through proactive outreach and strategic partnerships across RIAs, advisors, and family offices • Build and manage a pipeline of prospective investors and consistently achieve fundraising targets • Develop and maintain relationships with key stakeholders (CIOs, portfolio managers, due diligence teams) • Deliver presentations, meetings, and events to drive engagement and investor education • Support investor onboarding, subscription processes, and Reg D compliance • Maintain ongoing investor relationships, reporting, and communication Qualifications • 5–10+ years in alternative investment sales, private wealth distribution, or RIA/institutional sales • Proven track record of raising capital and exceeding targets • Existing network of RIAs, advisors, or family offices required • Strong understanding of alternative investments (private credit, real estate, mREITs) • Excellent communication, presentation, and relationship management skills • Bachelor’s degree & FINRA licenses (Series 7/63) preferred Compensation • Base Salary: $120,000

• $175,000 • Incentive Compensation: Commission-based, performance-driven • Total Compensation: $200,000
• $400,000+ (uncapped) Benefits • Medical, dental, vision, life, and disability insurance • 401(k) with company match Why Join Alliance Portfolio • High-impact role driving capital formation for a growing platform • Entrepreneurial environment with significant upside • Direct exposure to alternative investments and private markets • Opportunity to build and scale a long-term investor network