Search jobs > New York, NY > Investor

Investor Relations and RIA National Sales Director

CFA Institute
New York, New York, US
Full-time

Firm Description : We are seasoned investment managers with decades long investment performance history as well as serial entrepreneurs who have built, managed and sold multiple businesses for up to $450M.

We have recently launched a new fund concept at the forefront of technology and private credit.

Considering applying for this job Do not delay, scroll down and make your application as soon as possible to avoid missing out.

Our firm is targeting the lesser-known and underserved asset-based private credit investments. These investments differ from traditional private credit funds who target cash-flow-based loans.

We invest in hard-to-access, niche assets such as elective medical loans, MCAs, equipment finance and small balance consumer loans as some examples.

We often utilize highly specialized technology, developed in-house to access, organize, surveil and cure investments. Given our tech-enabled unique access, we are often the lender of only resort and therefore have limited competition from other sources of capital such as large funds or regulated banks.

Limited competition is what generates this strategy’s alpha or higher risk-adjusted returns.

Our mission is to packaged these highly unique assets into a 40’ Act registered interval fund and offer this differentiated fund to the RIA channel.

The fund believes that this channel limited access to niche strategies described above. The fund’s mission is two-fold : enhance the investment offerings to Main Street investors while lowering the cost of capital to Main Street borrowers.

Key Functions :

Business Development Lead the firm’s capital raising efforts within the T-100 RIA channel (T-100s largest 100 independent RIAs) Establish and maintain relationships with other key stakeholders including top RIAs, family offices, industry influencers, key strategic partners, and clients Develop and document sustainable, repeatable and cost-effective sales best practices for T-100 RIA channel Act as the technical sales expert and lead for platform gatekeepers and investment due diligence teams Coordinate and participate in meetings, presentations, and events for current and prospective investors Provide value-add feedback on sales process and client interactions Maintain contacts, records of activity and pipeline updates in company CRM

Investor Relations

  • Serve as primary point-of-contact with existing and prospective investors, addressing their inquiries and providing detailed investment information.
  • Collaborate with Chief Growth Officer to develop and execute webcasts, whitepapers, marketing materials, sales collateral etc.
  • Provide strategic insights to senior management based on market trends, investor feedback, and the competitive landscape
  • Collaborate with internal teams, including investment, legal, and finance, to gather and analyze data for investor reporting
  • Collaborate with internal teams to prepare and distribute detailed investment information, performance reports, and other investor communications on a regular basis.
  • Ensure all investor communications are accurate, transparent, and comply with regulatory requirements and industry best practices.

J-18808-Ljbffr

9 hours ago
Related jobs
Global Impact Investing Network
Queens, New York

This position will play a critical role within the team, helping the organization manage its liquidity, raise the debt capital to fund its ambitious 5-year growth plan, and manage lender and investor relationships. The ideal candidate for this position has demonstrated experience in Treasury and/or ...

Jobs via eFinancialCareers
Queens, New York

Develop and coordinate all aspects of the sales cycle and methodology utilized to generate new sales opportunities and ensure profitable retention of existing clients including, analyzing, and evaluating the effectiveness of sales activities, methods, related costs, and results. Manage and expand ma...

Highgate Hotels L.P.
New York, New York

Highgate also has the creativity and bandwidth to develop bespoke hotel brands and utilizes industry-leading proprietary revenue management tools that identify and predict evolving market dynamics to drive out performance and maximize asset value. The Director of Sales & Marketing is also respon...

MySalesRecruiter.co
New York, New York

Lead the creation of compelling sales materials including email copy pitch decks digital marketing customized proposals and other marketing and sales assets. Maintain and grow relationships with new and existing clients ensuring high customer satisfaction increased annual spend and yearoveryear rene...

MySalesRecruiter.co
New York, New York

Lead the creation of compelling sales materials, including email copy, pitch decks, digital marketing, customized proposals, and other marketing and sales assets. Maintain and grow relationships with new and existing clients, ensuring high customer satisfaction, increased annual spend, and year-over...

AB Volvo
New York, New York

Joining Volvo Group, you will work with some of the world’s most iconic brands and be part of a global and leading industrial company that is harnessing automated driving, electromobility and connectivity. Our focus on Inclusion, Diversity, and Equity allows each of us the opportunity to bring our f...

Arootah
Queens, New York

Having previously served in a senior role as a Director or Head of Investor Relations, you have specific, hands-on experiencing strategically executing the firms entire Investor Relations process, including managing, and overseeing the onboarding of clients as well as proactively meeting the ongoing...

Candid
New York, New York

Develop new sales channels and markets, improve top of funnel leads activity, and reduce customer acquisition costs and sales cycles. Analyze sales patterns to understand, react, and predict shifts in the client base that warrant the attention of the sales team and plan strategies to address the shi...

Nema Health
New York, New York

Nema is seeking a Sales & BD Director to transform Nema's current-day traction and momentum with third party payer contracting into a function that will yield future contracts and growth for Nema. Transform Nema's current approach to sales and business development into a scalable function by identif...

National Hockey League (NHL)
New York, New York

With more than 1500 employees across the US and Canada, the NHL is a global sports and entertainment organization committed to building healthy and vibrant communities using the sport of hockey to celebrate fans of every race, color, religion, national origin, gender identity, age, sexual orientatio...