Investor Relations Associate Private Market Sales

You will convert qualified leads into active investors by understanding their needs and guiding them through the investment journey. You will grow relationships with high-net-worth individuals and family offices, generate opportunities through outreach and referrals, provide portfolio insights, resolve client concerns, and coordinate with internal stakeholders.

Responsibilities

• Convert qualified leads into active investors
• Own and grow relationships with U.S. high-net-worth individuals and family offices
• Generate opportunities through outreach campaigns, personal networks, and referrals
• Provide portfolio oversight and performance discussions with data-driven insights
• Prepare investor presentations, portfolio summaries, and communications
• Manage complex client questions, concerns, and objections
• Collaborate with Product, Marketing, Compliance, and Investments
• Improve internal processes and the client experience

Requirements

• At least 2 years of client-facing experience, ideally in financial services, private banking, private equity, or wealth management
• Active FINRA Series 7 and 63 licenses
• Target-driven approach
• Professional communication skills for engaging sophisticated investors
• Strong organization and attention to detail
• Ability to work across cultures and time zones