Head of Capital Formation

Head of Capital Formation Job details

Distribution/Sales Team Remote Full -time Remote $300,000 USD - $400,000 USD
** Join the team at Robo Strategy as Head of Capital Formation
**** About Robo Strategy
** Robo Strategy (Nasdaq: BOT) is on a mission to become the leading public investment vehicle for robotics. We provide investors with access to what we believe are the most transformative companies in robotics, many of which remain private and inaccessible through traditional public markets. Robo Strategy offers strategic, actively managed exposure to the long-term leaders of the category.

Robo Strategy is managed by FP Strategies, its investment advisor. This position is employed by FP Strategies.

More about us:
** Role Overview
** We are seeking a Head of Capital Formation to lead fundraising for Robo Strategy. This is the firm’s senior commercial role, overseeing distribution to RIAs and private wealth and sales to institutional investors.

The role is responsible for building lasting demand for our shares and a stable, high-quality shareholder base. You will lead our distribution and institutional sales teams and our external partners in raising capital from sovereign wealth funds, institutions, family offices, RIAs, independent broker-dealers and private wealth platforms. We expect the person in this role to add value from day one and to have a measurable impact on flows within the first months.

You will report to the Chief Executive Officer and the Chief Operating Officer.
** What You’ll Do**
* ** Own capital formation.
** Set fundraising strategy across wealth and institutional channels, oversee national accounts, and be accountable for flows, platform approvals, growth in advisor and institutional ownership, and the quality and stability of our shareholder base.
* ** Manage key relationships.
** Personally cover our most significant investors, open new channels as the fund grows, and develop bespoke fundraising solutions suited to our structure.
* ** Build the team.
** Hire and develop our distribution and institutional sales teams, direct our external distribution partners, and set the targets, incentives and standards the team works to.
* ** Oversee the sales infrastructure.
** Drive the development of the CRM, investor segmentation, pipeline reporting and performance metrics that make fundraising repeatable and measurable.
* ** Shape the market narrative.
** Partner with leadership and marketing on how the fund is positioned to investors, and bring feedback on investor demand back into firm strategy.
* ** Operate within a regulated framework.
** Supervise registered representatives with our broker-dealer and compliance partners, and apply the marketing and MNPI standards appropriate to a listed fund.
** Core Qualifications
*** 10+ years raising capital, including senior leadership of a fundraising, distribution or investor relations function.
* Experience raising for publicly listed funds, such as closed-end funds, ETFs, BDCs or listed trusts, is strongly preferred.

Experience with 1940 Act registered funds is a plus.
* A verifiable record of capital raised, with specific outcomes you can speak to: amounts, channels, and your personal role in securing them.
* An established network of investor relationships that can be activated quickly and translated into measurable flows.
* Extensive experience in both wealth distribution and institutional sales, including advisor education, consultant relationships and institutional due diligence.
* Direct experience leading national accounts, including home office due diligence, platform approvals, research-list and model portfolio inclusion, and selling agreements across wirehouses, independent broker-dealers and RIA platforms.
* A track record of building and…