VP, Capital Formation

Vice President, Capital Formation

Location:

Wayne, New Jersey, New York, NY

Employment:
Full-time

Build the capital engine behind differentiated private-market access.

Lumida is an AI-native modern wealth advisor and Wealth Architect for owners and creators.

Our mission is to make money intelligent. We bring investing, trust and estate planning, and tax strategy together in a single wealth architecture - helping clients grow, protect, and transfer wealth with greater intention.

Our investment platform spans public markets and differentiated alternatives, including select pre-IPO opportunities for qualified clients. Our approach is institutional in its breadth, non-consensus in its thinking, and deeply personal in its application.

Our team shares the mindset of our clients: curious, original, and driven to build what does not yet exist. Lumida is venture-backed, with real traction, an ambitious product vision, and a rapidly growing community.

We are hiring a licensed Vice President, Capital Formation to raise capital for Lumida-sponsored investment vehicles. This is a senior, revenue-owning role for someone who can earn the confidence of sophisticated investors, translate investment theses into clear conviction, and turn a strong network into durable capital relationships.

Lumida’s private-investment track record includes Core Weave, Shield AI, Atoms (founded by Travis Kalanick), Kraken and other deals.

We are building a focused private-investment platform across the themes reshaping the next decade.

Own capital formation for Lumida vehicles and build toward $100 million of capital raised in your first 12 months.

You will source, cultivate, and close allocations from:

• Family offices and ultra-high-net-worth investors
• Founders, entrepreneurs, and senior operators
• RIAs and wealth-management platforms
• Institutional allocators

You will work directly with Lumida's CEO, CIO, and investment team to shape investor materials, position each opportunity, run a disciplined pipeline, and create the repeatable fundraising infrastructure that supports a growing alternatives platform.

Lumida invests where structural change creates asymmetric opportunity:

• AI infrastructure
• Energy Infrastructure
• Aging and longevity
• Defense technology
• Fintech

• Lead end-to-end fundraising for Lumida-sponsored investment vehicles, from prospecting through subscription and close.
• Build and manage a high-quality pipeline of qualified purchasers from your own network and Lumida's community: accredited investors, family offices, RIAs, and institutions.
• Develop trusted senior relationships and convert them into repeat capital commitments.
• Partner with the investment team to communicate each vehicle's strategy, portfolio construction, risks, and fit for prospective investors.
• Create a rigorous fundraising operating cadence: CRM hygiene, pipeline reviews, conversion reporting, investor follow-up, and forecast accuracy.
• Help refine positioning, investor materials, due-diligence responses, and capital-formation processes.
• Represent Lumida at investor meetings, industry events, and targeted relationship-building opportunities.
• Attend Lumida community events and deepen relationships with investors, founders, and family-office leaders.
• Operate with exacting attention to securities-law, firm-policy, and investor-suitability requirements.

• Active U.S. securities licensing appropriate to capital formation, including one or more of Series 7, 63, 65, 66, or 82
• Confidence in AI tooling such as Grok Bot, Claude CoWork and Chat GPT to raise productivity, and related tools such as Hubspot.
• A demonstrated record of raising capital for private funds, alternative investments, private companies, or institutional strategies.
• A…