Director, Head of Private Direct Investments

Description

Position Title: Director, Head of Private Direct Investments

Reports To: Head of Investment and Advisor Solutions Group (IASG)

Location: On-Site (Mon-Thurs) in Corporate Office – Miami, FL;
Austin, TX;
Omaha, NE;
San Antonio, TX;
New York City, NY;
Indianapolis, IN

Experience: 5+ years of progressive experience in private markets, investment banking, capital markets, private equity, private credit, institutional investments, wealth management, or alternative investments.

Compensation: See Details Below.

Position Summary: Sanctuary Wealth is seeking an entrepreneurial investment professional to lead and expand its Private Direct Investments platform. This highly visible role combines institutional investment expertise, investment banking, private capital markets, and business development to build a scalable, advisor-centric private investment platform across Sanctuary’s national network of independent advisors.

The Director will be responsible for evaluating, structuring, executing, and distributing differentiated private investment opportunities to high-net-worth and ultra-high-net-worth clients. The role will span private equity, private credit, real estate, venture capital, infrastructure, structured investments, and other alternative asset classes.

This individual will serve as the strategic leader of the Private Direct Investments business, developing relationships with investment sponsors, issuers, developers, asset managers, family offices, and institutional partners while working closely with Sanctuary’s executive leadership and advisor network.

The successful candidate will go beyond traditional investment due diligence. He or she will help build the business by leading transactions, driving capital formation, expanding advisor adoption, developing strategic partnerships, and managing the financial performance of the platform. This is an opportunity for an investment professional who combines strong analytical and transaction capabilities with a commercial mindset and a passion for building businesses within the independent wealth management channel.

• Lead the strategic vision, growth, and execution of Sanctuary’s Private Direct Investments platform.
• Establish annual business objectives, growth initiatives, revenue forecasts, and capital placement goals.
• Develop and expand the platform across private equity, private credit, real estate, venture capital, infrastructure, structured investments, and other alternative strategies.
• Partner with executive leadership to establish investment priorities and long-term platform strategy.
• Develop scalable processes, systems, and resources supporting investment sourcing, diligence, transaction execution, and advisor distribution.
• Monitor platform utilization, pipeline activity, capital formation, and overall business performance.

• Lead comprehensive investment, financial, operational, legal, and structural due diligence on prospective investments.
• Analyze investment strategies, sponsor quality, historical performance, portfolio construction, financial projections, valuation, capital structures, liquidity, fees, risk factors, and potential returns.
• Build or oversee financial models, valuation analyses, return scenarios, and investment underwriting.
• Evaluate private companies seeking growth, acquisition, recapitalization, or other forms of capital.
• Assess transaction structures including common and preferred equity, private credit, convertible securities, structured investments, and hybrid financing solutions.
• Prepare investment committee memoranda, due diligence reports, and executive-level investment recommendations.
• Present opportunities, recommendations, and risk considerations to senior leadership and relevant investment committees.

• Lead transactions from initial sourcing and underwriting through closing and funding.
• Coordinate internal stakeholders, legal counsel, compliance, operations, custodians, and third-party service providers to execute transactions efficiently.
• Negotiate transaction terms and evaluate economic…