Careers

Are you legendary enough?

Our Company

What do an electrical engineer, a Big 4 consultant, an operations guru, a loan processor, a poker pro, and entrepreneurs have in common? Not much, other than where they work now. Our variety of experiences and skills help make Legendary Capital what it is. We don’t all think alike, but we appreciate each other’s expertise and we share a passion for taking care of our investors’ capital. When you put us all together, you have a team that is setting big goals and forging a path to achieve them.

Our Culture

Legendary Capital is in the financial industry, but our culture is far from typical. No three-piece suits or rigid office environments here – we keep it casual and flexible. We embrace our Fargo, North Dakota heritage and the “work hard-play hard” mentality of the Midwest. (We have shuffleboard, beer, and short summer Fridays.)

To be successful at Legendary Capital, you simply have to make an impact. We empower our team members to make decisions and get stuff done. We employ a unique range of skillsets and personalities, but we all share one defining trait: To do right by our investors.

If this sounds like a fit for you, apply for an open position or send us your resume. We are rapidly growing and always interested in adding another legendary mind!

Open Positions

Controller

The Role

The Controller position will have the opportunity to significantly contribute to our growing team. Reporting to the CFO, the Controller position is a hands-on senior role within the organization that requires prior management of the complete accounting and financial reporting function and it’s team members. This role will lead initiatives for the staff as well related to training, performance management, mentoring, skill development, skill utilization, and succession planning. The Controller will be partnering with executive management and departmental managers across the organization to ensure the accounting and financial reporting success of the business.

Duties and Responsibilities

Guide all day-to-day operations of the finance department, including accounts payable, fixed assets, treasury and cash management, operational and corporate accounting.
Lead the month-end and annual accounting close of income statements and balance sheets, the reconciliations of accounts, and G/L analysis.
Document and maintain policies, procedures, and internal controls to ensure that transactions are recorded and reported in compliance with GAAP.
Responsible for accurate and timely monthly, quarterly, and year-end financial reporting for all entities/funds, including one SEC filing non-listed REIT fund.
Review and ensure accuracy of financial statement consolidation models prepared by the Manager of Financial Reporting.
Collaborate with the Manager of Financial Reporting to draft required financial statement footnotes and disclosures.
Lead quarterly financial reviews and year-end financial audits with our independent auditors.
Manage the production of the annual corporate budget and ongoing monthly monitoring.
Lead tax return preparation, and ensure governmental filings are completed accurately and timely.
Collaborate with Treasury and Cash Management manager to handle daily cash management and produce cash-flow reports, calculating cash needs at weekly and monthly intervals.
Interact fluidly with all levels of the organization, including senior management and outside professionals, to accomplish objectives.
Advance Finance Department initiatives, such as software and systems implementation and other departmental or firm-wide improvements, as needed, with research, planning and implementation.
Lead team members on cross training efforts to provide long and short-term support.
Work with the CFO on financial analysis, budgeting, forecasting and special projects as requested.
Liaison between Management Companies and Legendary Capital.
Liaison between Accounting team and other teams within the organization.
Relationship with Banking representatives with Cash Management solutions.
Review and approve banking transactions.
Dedication to working with Management Companies and implementing best practices.
Dedicate time in researching and reviewing complex accounting entries for GAAP compliance and accuracy. (Acquisitions, Refinances, Debt to Equity, Sales).
Manage staff of up to 7 (accounting/treasury).
Review, analyze and verify month, quarter, and year end reporting.

Required Skills and Experience

BS/BA in Finance or Accounting.
CPA or MBA strongly preferred.
10+ years’ accounting experience with at least 5 years functioning as a Controller – REIT or hospitality industry experience considered a plus.
2+ years public accounting experience preferred.
2+ years SEC reporting experience.
5+ years supervisory and management experience.
Thorough knowledge with Generally Accepted Accounting Principles (GAAP), GAAP procedures and legislation.
Attention to detail a must, with proficiency to follow standard procedures.
Excellent planning and organizational skills.
Excellent analytical and quantitative skills.
Ability to work independently in a fast-paced, high pressure environment.
Ability to shift and manage multiple priorities, while adhering to deadlines and resolve issues as they arise.
Proven ability to grasp new products, concepts and procedures.
Ability to interact professionally and effectively through verbal and written communication.
Exercise discretion and independent judgment when performing job duties and display a high degree of integrity, professionalism and respect at all times.
Experience with various ERP systems and software skills – ERP system implementation experience a plus.
Advanced experience utilizing Microsoft Excel.
Strong knowledge of Microsoft Office Suite, and other cloud-based SaaS platforms.

Senior Accountant

The Role

The Senior Accountant will have the opportunity to significantly contribute to our growing team. This position is responsible for performing complex accounting tasks and assumes a leadership role to guide accounting personnel in daily tasks. The Senior Accountant will review financial data for reporting purposes and preparing financial statements. They are also responsible for month end reconciliations that support business decisions. Prior experience in accounting for real estate transactions or property management is highly preferred.

Duties and Responsibilities

Calculate monthly asset management, acquisition, and finance fees.
Monitor Real Estate Taxes and ensure timely payment.
Monitor and manage escrow and reserve account balances.
Maintain weekly cash balances and forecast short-term and long-term cash flows.
Process transfers and payments (wire, ACH or check).
Review Month end close documents.
Analyze financial statements for discrepancies.
Prepare consolidated financial statements.
Reconcile balance sheet and general ledger accounts, producing monthly financial reports for assigned entities.
Lead on lender reporting and debt monitoring.
Train and develop less experienced accountants on their team.
Prepare audit and tax supporting documentation to external accounting firms as needed.
Monitor and supervise intra-company transfers.

Required Skills and Experience

FINRA series 7 and 63 licenses.
5+ years of external wholesaling alternative products (e.g. – Private Placements, BDCs, REITs, 1031 DSTs, QOFs, Interval Funds) to the financial services industry.
Bachelor’s degree.
Strong proficiency in Microsoft Office and CRM applications.
Exceptional communication skills, both internally and externally, with business partners at all levels.
Track-record of prior sales success.
Clean BrokerCheck report.
Desire to work successfully in an entrepreneurial environment.
Ability to use initiative and work independently, while also being a team player and collaborator.
Superior verbal and presentation skills.
Elevated time management and organization skills.
Ability to partner with, work with, and manage internal sales partner(s).
Successful record in developing and managing a sales territory.

Managing Director of Sales - West

The Role

The Managing Director of Sales – West is a leadership role within Legendary Capital’s Distribution Team. The role is responsible for driving sales through wholesaling with energy, positivity, and competence, representing Legendary Capital as a top sponsor of hospitality Real Estate funds, corporate bonds, and QOZ offerings within the Independent Broker Dealer, Registered Investment Advisor, and Family Office distribution channels. This is accomplished by cultivating new business leads, maintaining and expanding existing relationships, and demonstrating exceptional knowledge of Legendary Capital products, the hospitality industry, and alternative investments at large. The individual fulfilling this role must be domiciled within the western sales region (defined as North Dakota down to Texas and all points to the west). The individual should exhibit a high motivation for both sales success and meeting firm/regional sales goals, with an emphasis on acquiring new business.

This position is a Full-Time role with competitive base Salary + Commissions and broad benefits offerings (Medical, Dental, Vision, Retirement (401k & Roth), and much more).

Duties and Responsibilities

Duties and Responsibilities include, but are not limited to:

Be responsible for regional team sales, inclusive of individual and team sales activities and outcomes.
Maintain minimum meeting, video conference, and call volumes.
Manage and maintain CRM content.
Develop extensive working knowledge of Legendary Capital product offerings.
Attend certain firm and/or industry events such as conference calls, broker dealer conferences, due diligence events, or other business initiatives attended/sponsored by the firm.
Travel within the assigned territory to build upon current and new advisor partnerships (minimum 60% of the time).

Required Skills and Experience

BS/BA in Business, Finance or Accounting required.
3-6 years prior accounting experience required. (preference in Real Estate or Property Management)
Comply with Generally Accepted Accounting Principles (GAAP) for financial statements.
Past demonstrated experience leading others.
Excellent planning and organizational skills.
Strong attention to detail a must.
Ability to work in a fast-paced, high pressure environment.
Ability to shift and manage multiple priorities.
Proven ability to grasp new products, concepts and procedures.
Ability to interact professionally and effectively through verbal and written communication.
Exercise discretion and independent judgment when performing job duties and display a high degree of integrity, professionalism and respect at all times.
Strong knowledge of Microsoft Office products to include, but not limited to Microsoft Excel, Word and Outlook.
Prior experience using Quickbooks preferred.

Regional Vice President – Internal Sales - West

The Role

The Regional Vice President position partners with the Managing Director of Sales – West to manage existing and create new relationships with advisors to increase Legendary Capital’s visibility and market share. This is accomplished through a highly consultative sales approach providing financial insight and product information via the telephone and digital means (e-mail, online video conferencing, CRM, etc.), so advisors can effectively and confidently offer our platform of alternative investments to their clients. This position requires an individual that has a strong sales focus with excellent organization and phone skills, strong interpersonal skills and work ethic, and a competitive drive to succeed. Ideally, but not necessarily, the individual fulfilling this role will be domiciled within the western sales region (defined as North Dakota down to Texas and all points to the west).

This position is a Full-Time role with competitive base Salary + Commissions and broad benefits offering (Medical, Dental, Vision, Retirement (401k & Roth), and much more).

Duties and Responsibilities

Duties and Responsibilities include, but are not limited to:

Partner with and support Managing Director of Sales – West with business development efforts.
Provide the partnering Managing Director of Sales – West and Company with reporting related to activity and sales levels for the western sales region.
Make proactive sales calls daily with advisors to strengthen relationships and generate selling opportunities. This includes sales campaigns, follow-up calls, and other activities as directed towards sales activities goals.
Work closely with the Managing Director of Sales – West to develop and execute an appropriate business plan to optimize activity and maximize sales.
Schedule quality appointments and video enabled meetings for the Managing Director of Sales – West.
Research, identify, and actively convert prospects into producers.
Utilize Legendary Capital’s CRM system to create and maintain up-to-date information on the sales region.
Maintain a minimum sales activities volume each day towards a targeted number of appointments/meetings.
Meet and exceed weekly and monthly goals for new business production.
Develop extensive working knowledge of Legendary Capital product offerings and the alternative investment industry at large.
Develop and maintain an advanced knowledge of financial markets, firm champions, and the competitive landscape.
Ensure compliance with internal and external rules, policies, and procedures as well as regulatory requirements.

Required Skills and Experience

FINRA series 7 and 63 licenses.
2+ years of prior wholesaling or investment industry experience, with preference towards alternative products (e.g. – Private Placements, BDCs, REITs, 1031 DSTs, QOFs, Interval Funds).
Clean BrokerCheck report.
Bachelor’s degree.
Primarily motivated by sales success and meeting firm/regional sales goals and targets with an emphasis on acquiring new business.
Previous cold calling/business development experience required.
Strong proficiency in Microsoft Office and CRM applications.
Exceptional ability to communicate professionally with all members of staff and clients, internal and external to the firm at all levels both in oral and written communications.
Superior verbal and presentation skills.
Possess excellent, high-energy interpersonal and customer service skills, with emphasis on relationship building.
Track-record of prior sales success.
Attention to detail and multi-tasking abilities a must.
Desire to work successfully in an entrepreneurial, fast-paced, and high pressure/reward environment.
Ability to use initiative and work independently, while also being a collaborative team player.
Ability to exercise discretion and independent judgment when performing job duties and display a high degree of integrity, professionalism and respect at all times.
Excellent time management and organizational skills.
Ability to travel periodically.

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