About this role
Capital Formation Lead at Point Digital Finance, Inc.. Location: United States. Role: cultivate investors, prepare materials, manage pipeline Requirements: 2–5 years in a client-facing financial services or investor-focused role; strong relationship-building, communication, and CRM skills. Category: Finance and Accounting Seniority: Mid Level Tools: CRM, Investor relations software, Financial databases Commitment: Full Time Workplace: Remote Languages: English