Senior Capital Optimization Consultant
USA (On-site)
Posted 3 months ago
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Job Description
Employment Type: Full-time
Salary Range: $95,000 – $145,000 per year
Benefits: Full Medical, Dental, Vision, 401(k), and Unlimited PTO
About the Role
Our agency is a leader in high-level business scaling and capital acquisition. We specialize in working with elite clients who possess "Dormant Capital Capacity"—individuals with Tier-1 financial foundations who are ready to leverage their stability for massive business growth.
We are seeking a Senior Capital Optimization Consultant who understands the "Quiet Profile" strategy. You will be the lead strategist for clients, guiding them on how to maintain a pristine, low-activity financial identity while preparing for significant funding rounds.
Key Responsibilities
• Strategic Advisory: Consult with clients on "Underwriting Silence" and the value of maintaining low credit velocity.
• Portfolio Management: Oversee client profiles to ensure they remain in the "Sweet Spot" for institutional funding.
• Risk Assessment: Evaluate client liquidity and available capacity to ensure maximum funding outcomes.
• Client Advocacy: Act as the liaison between the client and our internal funding execution team.
The Ideal Candidate
• Financial Discipline: You personally value and practice Capital Preservation. You understand why having "dry powder" (high available capacity with low recent usage) is a strategic advantage.
• Analytical Mindset: You can look at a financial profile and immediately identify if it is "market-ready" or needs a cooling-off period.
• Elite Communication: You can explain complex underwriting concepts to high-net-worth individuals with ease.
• Background: Experience in Private Banking, Business Credit, or Financial Consulting is highly preferred.
Salary & Benefits
We provide a highly competitive package to ensure our team members focus on long-term client success:
• Base Salary: $95,000 – $145,000 (Based on experience).
• Comprehensive Health: Premium Medical, Dental, and Vision coverage (100% employer-paid options).
• Future Funding: Exclusive employee access to our internal Business Capital Accelerator (we help you fund your own business goals as a partner).
• Retirement: 401(k) with 5% company matching.
• Lifestyle: Unlimited PTO and a $1,500 annual "Work from Anywhere" stipend.
X Proven
Over $9 million in leads generated for our clients.We manage your marketing vendors, directory sponsorships, and other marketing channels to get the best results. Think of us as an "outsourced CMO" for digital agencies and high growth SaaS.We can also find and vet new marketing vendors and make recommendations for marketing channels to maximize your investment. Check out xproven.com for more information.
