
11 - 50 employees
Founded 2005
🤝 B2B
📋 Compliance
💸 Finance
B2B • Compliance • Finance
<Exemplar Companies, PBC> Exemplar Companies, PBC is a holistically integrated professional knowledge firm that provides legal, tax & accounting, compliance, strategy, capital raising, and wealth management services to startups, growth-stage companies, and impact-driven organizations. The firm emphasizes a relationship-first, value-based pricing model (no hourly billing) and a cross-disciplinary “one team” approach, offering coordinated advisory across law, finance, compliance, and strategy through programs like its Flexpertise subscription for scaling companies.
🔥 0 minutes ago
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11 - 50 employees
Founded 2005
🤝 B2B
📋 Compliance
💸 Finance
B2B • Compliance • Finance
<Exemplar Companies, PBC> Exemplar Companies, PBC is a holistically integrated professional knowledge firm that provides legal, tax & accounting, compliance, strategy, capital raising, and wealth management services to startups, growth-stage companies, and impact-driven organizations. The firm emphasizes a relationship-first, value-based pricing model (no hourly billing) and a cross-disciplinary “one team” approach, offering coordinated advisory across law, finance, compliance, and strategy through programs like its Flexpertise subscription for scaling companies.
• Develop and execute strategic business development plans to drive capital raising efforts and investor engagement • Build and maintain strong relationships with financial advisors, RIAs, broker-dealers, family offices, and accredited investors • Present investment opportunities, market insights, and portfolio strategies to prospective investors and advisor networks • Educate advisors and investors on distressed real estate credit strategies, non-performing loan investments, and alternative asset opportunities • Conduct virtual and in-person meetings, presentations, and networking events to expand distribution channels • Identify and cultivate new investor relationships and strategic partnerships • Maintain consistent communication with prospects, investors, and referral sources throughout the sales cycle • Collaborate with internal leadership, operations, and compliance teams to support investor onboarding and ongoing relationship management • Maintain accurate CRM records, pipeline activity, and reporting metrics • Represent Benjamin Capital Group at industry conferences, investor events, and networking functions
• FINRA Series 7 and Series 63 licenses preferred or willingness to obtain • Bachelor’s degree in Finance, Business, Marketing, or related field preferred • 5+ years of experience in capital raising, wholesaling, alternative investments, private placements, or financial services • Strong understanding of private market investments, real estate debt, and alternative investment structures • Existing relationships with financial advisors, RIAs, family offices, or accredited investors highly preferred • Proven track record of business development and relationship management success • Excellent communication, presentation, and negotiation skills • Entrepreneurial mindset with strong self-management and organizational abilities • Ability to work independently within a remote and growth-oriented environment • Willingness to travel for advisor meetings, conferences, and investor events as needed
• Entrepreneurial growth opportunity within an expanding alternative investment platform • Competitive compensation structure with performance-driven incentives • Access to leadership support, operational infrastructure, and marketing resources • Flexible remote work environment • Opportunity to work alongside experienced professionals within the distressed real estate investment sector • Collaborative and growth-focused culture • Possible inventive units for an ownership stake in the Company
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