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

Internal Wholesale Investment Support Associate

The Role

The Internal Investment Support Associate is responsible for partnering with an external Wholesaler(s) assisting in scheduling meetings for licensed Wholesalers and distribute marketing materials for Legendary Capital sponsored investments – including our private REIT offering – syndicated through our independent RIA and broker/dealer network and their representatives. The position requires maintenance of existing relationships within our CRM with broker dealer and RIA representatives to assist external Wholesalers in increasing their sales of Legendary Capital sponsored products. To be successful in this role an individual must have a strong customer focus with excellent communication and phone skills, strong work ethic, positive attitude, and a competitive drive to succeed.

Duties and Responsibilities

Including, but are not limited to:

Support External Investment Wholesalers with business development efforts as directed.
Make daily proactive calls to inactive representatives within our approved syndicate to activate stagnant representative relationships.
Qualify prospective representatives through a detailed analysis, scheduling those meeting internal qualifications for appointments with External Investment Wholesalers.
Meet and exceed weekly and monthly sales goals for new business production.
Manage the pipeline and process of new clients, ensuring excellent follow up and responsiveness to build and maintain strong relationships.
Create and maintain contact properties in the CRM (HubSpot), as well as data on current and proposed associated Wholesaler sales activities (calls, emails, meetings, etc.)
Develop and maintain an advanced knowledge of our current products.
Develop and maintain advanced knowledge of Opportunity Zones.
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.
This position’s work location is the Fargo, ND home office, however the direct Wholesaler support may be in a different time zone in the United States.

Required Skills and Experience

Any experience with alternative investments or non-traded REITs is a plus.
Previous cold calling/business development experience.
Bachelor’s degree in Finance or related field is required.
Excellent planning and organizational skills.
A working knowledge of CRMs is preferred, but not required.
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.
Excellent negotiating and interpersonal skills with strong self-motivation.
Ability to exercise discretion and independent judgment when performing job duties and display a high degree of integrity, professionalism and respect at all times.
Results driven focus and ability to work through to completion in a timely manner.
Strong knowledge of Microsoft Office products to include, but not limited to, Microsoft Excel and Microsoft Outlook.
Ability to work extended hours including evenings and weekends as necessary.

The goal of this position is put you on a path to passing the necessary and required securities licensing enabling you to engage in sales activities.

Licensing required to engage in sales activities include SIE, Series 7, Series 63 licenses and a clean U4. Candidates are expected to complete licensing within 180-days.
Once offered the position, the SIE must be obtained before the official start date.

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.

Apply Today

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