FINRA-LICENSED Investment Banker: Angel-Stage Capital Raise for Private Equity Advisory Startup ($500K-$1M) Job at Synergy Management Group, Chicago, IL

MDNWUzNCbHVCUFhHSksrTHFRS0l3SGtwUkE9PQ==
  • Synergy Management Group
  • Chicago, IL

Job Description

This is a remote position.

MUST BE A U.S.-BASED, FINRA-LICENSED INVESTMENT BANKER WITH PROVEN STARTUP CAPITAL RAISING EXPERIENCE — REQUIRED FOR SUCCESS-FEE COMPENSATION.

ACCEPTABLE FINRA SECURITIES REGISTRATIONS TO BE CONSIDERED:

  • Series 7 – General Securities Representative
  • Series 63 – Uniform Securities State Law Exam
  • Series 79 – Investment Banking Representative
  • Series 82 – Private Securities Offerings Representative

THIS IS A REMOTE CAPITAL INTRODUCTION / INVESTOR REFERRAL ENGAGEMENT — not a full-time position.

About Synergy Management Group (SMG):

SMG is a private equity advisory startup built on the principles of rigor, integrity, and value creation. We partner with top-tier private equity investors and portfolio companies—supporting sourcing, diligence, and value creation. Our prior engagements include institutional investors managing $100B+, with consultants from McKinsey, Bain, Carlyle, Deloitte, and other top-tier firms.

About the Engagement:

SMG is seeking a U.S.-based, FINRA-LICENSED INVESTMENT BANKER to support our $500K–$1M Angel Round (Reg D 506(c)) by making warm introductions to accredited HNW Angel Investors and/or entrepreneurial Family Offices .

This is a targeted capital introduction/referral mandate , not a full-scope investment banking engagement.

Given the prior unsolicited $500K SAFE term sheet, completed diligence, investor-ready materials, and minimal prep required, this is a streamlined, validated capital raise—ideal for professionals with strong HNW Angel Investor relationships and success-fee flexibility.

Apply if you:

  • Have a strong personal network of accredited HNW Angel Investors / Family Offices
  • Have experience with early-stage, angel-stage, pre-seed, or founder-led raises (Reg D 506(c))
  • Are open to performance-based compensation (success-fee or equity-linked terms only; no upfront cash comp)
  • Hold the required FINRA licenses to lawfully receive success-fee compensation (e.g., Series 7, 63, 79, 82, or equivalent).

Compensation:

  • Success-fee, paid only upon investor close
  • Optional equity participation based on contribution and strategic alignment

We’re moving quickly—apply now if you’re a fit for this validated, high-leverage referral engagement.

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.



Job Tags

Full time, Contract work, Remote job,

Similar Jobs

LabCorp

Medical Laboratory Scientist Job at LabCorp

 ...Lab Professional? Are you looking to embark on a new challenge in your career, or start your career in Clinical Lab Science? If so, LabCorp wants to speak with you about exciting opportunities to join our team at Ascension St. Elizabeth in Appleton, WI. In this position... 

Fresenius Medical Care North America

Patient Care Technician - PCT Job at Fresenius Medical Care North America

 ...today.**PRINCIPAL DUTIES AND RESPONSIBILITIES:**As a member of the nephrology healthcare team, you will provide safe and effective dialysis therapy for patients under the direct supervision of a licensed nurse.+ Sets up, tests, and operates hemodialysis machines for... 

FullSteam

Recruiter Job at FullSteam

 ...Join FS Staffing in Hartford, CT as an Account Manager (Recruiter) and elevate your career in staffing solutions! We're passionate about connecting talent with opportunitycome thrive with us! Job Purpose: As a Recruiter, youll play a key role in fueling client success... 

Aramark

Network Infrastructure Technician Job at Aramark

 ...Infrastructure Technician to support, maintain, and enhance the voice and data network infrastructure across our diverse portfolio of properties. The primary focus of this position will be data cabling and termination in historic buildings, including installation and... 

Freedom Forever

Solar Roof Lead Job at Freedom Forever

 ...Life Insurance ~401K ~ Medical Reimbursement Accounts (HSA & FSA)~ Employee Assistance Program ~ Paid Time-Off ~ Residential Solar*** Position Summary The Roof Lead is responsible for assembling, installing and/or maintaining solar photovoltaic (PV)...