Job Description

This is a remote position.

About Synergy Management Group (SMG):

Synergy Management Group (SMG) is an elite, full-service consulting firm that partners with institutional investors, portfolio companies, and growing businesses. We specialize in sourcing, due diligence, operations/value creation, and strategic exits , working exclusively with top-tier private equity and venture capital clients . SMG has a proven track record of successful engagements with firms managing over $100B in assets .

After a brief pause in operations , we are now in a re-launch phase , focused on expanding SMG’s reputation through strategic hires and key partnerships to drive growth. Our prior engagements with top institutional investors have validated our business model and product-market fit , positioning us to scale operations with a fresh capital raise .

About the Role:

We are seeking an experienced Investment Banker to lead a seed-stage capital raise ($500K–$1M+) as we scale SMG’s infrastructure and services. This role involves developing SEC/FINRA-compliant investor materials , engaging high-net-worth investors , and managing the capital raise process in direct collaboration with the CEO . This is a remote position with a flexible schedule, offering a success-fee compensation structure with the potential for equity participation based on milestones.

Responsibilities:

• Lead Capital Raise: Spearhead a seed-stage fundraising round , managing the entire process from investor material development to closing deals .
  
• Investor Outreach & Negotiation: Identify, target, and engage elite, high-net-worth investors, family offices, and other relevant seed-stage investors . Present investment opportunities and negotiate deal terms.
  
• Develop Investor Materials: Utilize SMG’s existing marketing materials, collateral, and related assets to develop and finalize SEC/FINRA-compliant investor materials , including the pitch deck, financials, and use of proceeds .
  
• Strategic Planning: Define and execute the capital raise strategy , identify ideal investor targets , and structure optimal deal terms.
  
• Collaborate with the CEO: Work directly with the CEO to ensure alignment on goals, strategy, and fundraising execution .
  

Requirements:

• Experience: 10+ years in investment banking, private equity, or venture capital , with a proven track record of successfully raising $500K–$5M+ for early-stage, high-caliber companies.
  
• Network: Extensive connections to high-net-worth investors, family offices, and other seed-stage investors .
  
• Licensing: Active SEC/FINRA broker-dealer licenses (Series 7, 63, and 79 preferred ) in good standing.
  
• Skills: Strong communication, negotiation, and investor relations expertise. A self-starter who can independently manage the capital raise process while collaborating closely with the CEO .
  
• Transparency: Ability to navigate the re-launch phase of a previously paused business, understanding the dynamics of a startup with validated market fit .
  

Compensation:

• 100% success-based compensation —no upfront retainers, salary, or guaranteed payments.
  
• Fees are earned only as a percentage of successfully raised capital, paid upon closing .
  
• Equity participation and advisory board involvement available based on performance.
  

Why Join SMG?

• Elite Clientele: Past engagements with top institutional investors managing over $100B in assets .
  
• Proven Product-Market Fit: Validation from prior high-value engagements , demonstrating our ability to deliver top-tier consulting services and results .
  
• World-Class Team: Work alongside consultants with leadership experience at firms such as McKinsey, Bain, PwC, EY, Carlyle, Deloitte, and KPMG .
  
• Growth Opportunity: Be part of a strategic re-launch , gaining early-stage equity exposure in a firm with validated market potential .
  

Additional Information:

• Remote Role: Fully remote, flexible work hours.
  
• Interview Process: Initial interviews conducted via video conference.
  
• Transparency in Process: As part of our re-launch , we value open communication about our growth phase and the unique opportunities it brings .
  

To Apply:

• Submit your resume and a summary of relevant experience .
  
• Further details about SMG and the capital raise process will be provided during the interview.
  

This job description is only a summary of the typical functions of the job, not an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. Any terms outlined above are subject to change.

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