Investment Sales Manager

About Beyond International :

Beyond Global Management / Beyond International Group, an Inc 5000 company, is on a mission to supercharge the real estate private investment world.

As a market leader in creating and managing custom investment funds, we grew by focusing on opportunities that larger companies did not always represent.

Our investors have come to rely on us for our sustainable inflation-beating returns, income-producing potential, and liquidity.

We aim to make the markets more transparent, risk more controllable, and portfolio design more efficient to help our investors grow and preserve their wealth.

Find out more about us through Home - Beyond Wealth Management (beyond-wm.com)

Role Description

We are seeking a dynamic Investment Sales Manager with successful experience with UHNW and Family Office to join our team in Houston, TX.

This is a full-time, on-site role, perfect for a driven professional who excels in fostering relationships and expanding market reach.

Key Goals :

• Strategic Expansion : Spearheaded efforts to refine and expand our firm's reach across Houston and Texas, developing and executing strategic sales plans.
• Team Leadership : Build and mentor a high-performing sales team, fostering a culture of excellence and collaboration.
• Local Sales Strategy : Craft and implement localized sales strategies to generate revenue and enhance market presence.
• Collaboration : Work closely with our investment and marketing teams to ensure a cohesive approach in targeting and securing potential investors.
• Investor Engagement : Lead the sales team in creating seamless processes for prospecting, contacting, and engaging potential investors.

Address their concerns and queries promptly to secure deals and ensure exceptional investor satisfaction and loyalty.

Job Requirements :

• Serve as a primary point of contact for investment fundraising, investor inquiries, and requests, ensuring timely and professional responses.
• Prepare and distribute investor communications, including pitch decks, corporate presentations, reports, and fund performance updates.
• Lead fundraising activities, including drafting marketing materials and supporting investor meetings.
• Maintain investor databases and ensure accuracy of investor records and contact information.
• I'd like you to collaborate with internal teams, including finance, legal, and investment professionals, to gather information and fulfill investor requests.
• I'd like you to monitor industry trends and competitor activities to provide insights and recommendations for enhancing investor relations strategies.
• Support the development and implementation of investor events and conferences.
• Familiar with Chinese is preferred

Key Responsibilities :

• Identify and qualify potential investors and leads through industry conferences, professional gatherings, and various outreach strategies.
• Effectively manage CRM systems to track interactions and ensure accurate communication.
• Develop and execute outreach strategies to introduce potential leads to our investment products.
• Foster and secure new investor relationships through cold calling, networking, and participation in regional organizations and trade shows.
• Work closely with senior leadership to expand relationships into other offerings and enhance investor retention.
• Continuously strategize to improve business development tactics and investor satisfaction.
• Educate both prospective and existing investors about the company’s offerings in collaboration with internal experts.
• Regularly follow up with investors to ensure satisfaction with services, quality, and overall customer experience.
• Keep abreast of industry trends, key players, and market dynamics.

What It Takes to Succeed :

• Strong desire to build and maintain investor relationships and expand business visibility and opportunities.
• Self-starter with a competitive drive and initiative.
• Exceptional customer service skills, going above and beyond to "wow" investors.
• Natural curiosity with a keen interest in learning about investor businesses and needs.
• Effective communicator with integrity and honesty in all interactions.
• Team-oriented, understanding the importance of collaborative success.
• Excellent organizational skills, able to manage time effectively and execute plans diligently.
• Committed to personal and professional growth, seeking more than just a job.
• Lots of energy to follow up with key relationships.
• Get it Done attitude.

Qualifications :

• This position requires working from our Houston office.
• Bachelor's degree in finance, business administration, or a related field.
• Hunter mentality with core values in EOS
• Experience fundraising on the equity or debt side
• Ability to manage and grow relationships with elite individuals
• Articulate and able to get your point across persuasively and enthusiastically.
• 3+ years of experience in investor relations, real estate, investment banking, or a related field.
• Strong communication skills, both written and verbal, with the ability to effectively interact with investors and internal stakeholders.
• Excellent organizational skills and attention to detail, with the ability to manage multiple tasks and deadlines simultaneously.
• Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.
• Knowledge of private equity and alternative investments preferred.
• Ability to work independently as well as part of a collaborative team environment.
16 hours ago