Investor Relations Manager

Added
7 days ago
Type
Full time
Salary
Salary not provided

Related skills

customer service kyc funding distributions

πŸ“‹ Description

  • Lead and scale the Investor Relations team across time zones.
  • Oversee training to ensure high customer service standards.
  • Act as primary liaison to the investor base and onboard new investors.
  • Manage client communications across chat, email, phone, and queues.
  • Drive revenue growth and new business development.
  • Ensure the team meets internal and external goals and metrics.

🎯 Requirements

  • 2-5 years managing a customer service team.
  • Experience in Financial Services, VC or private equity.
  • Strong project management; meet critical deadlines.
  • Expertise in financial instruments: private placements, VC, PE.
  • Excellent written and verbal communication; team oriented.
  • Hold Series 7, 63 or 65 licenses; willing to obtain Series 24.

🎁 Benefits

  • 401K match: 100% on first 5%, 50% on next 5%
  • Annual discretionary bonus
  • Company covers medical, dental, and disability insurance
  • 3 weeks paid time off + holidays
  • 4 weeks sabbatical after 5 years + travel stipend
  • Hybrid work in Austin, TX
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