[Hiring] Senior Investor Experience Manager @Spartan Investment Group

Role Description

The mission of the Senior Investor Experience Manager is to deliver an exceptional, highly personalized experience for prospective and existing Spartan Investment Group investors throughout their relationship with the company. This role serves as a trusted and familiar point of contact who understands each investor’s history and needs, anticipates next steps, proactively removes obstacles, and ensures investors always know what happens next. Through strong relationship management, sound judgment, and independent ownership, the Senior Investor Experience Manager makes it easy to do business with Spartan and strengthens investor trust, engagement, and confidence.

This is a specialized investor service role focused on relationship ownership and the investor experience. It is not an administrative or sales-closing position. Success means investors know this person as someone at Spartan they can call and trust to take care of them.

Outcomes

• Investor Responsiveness: Acknowledge 95%+ of investor inquiries within one business day, ensuring timely communication.
• Investor Journey Management: Review assigned investor and prospect activity weekly, with 95%+ of relationships requiring action having a documented next step.
• Proactive Investor Outreach: Complete 90%+ of planned proactive outreach by the established follow-up date.
• Investment Process Support: Resolve or advance 90%+ of investor service requests within two business days.
• Investor Handoffs: Ensure 95%+ of investors ready to proceed receive a documented handoff within one business day.
• Issue Resolution: Actively manage 95%+ of assigned investor issues through resolution or confirmed handoff.
• Investor Communication: Provide updates at least every two business days when an issue or request remains open.
• Engagement Follow-Up: Complete follow-up for 95%+ of assigned engagement opportunities within two business days.
• CRM Documentation: Document 95%+ of material investor interactions in Salesforce within one business day.
• Investor Experience Improvement: Identify at least one recurring investor friction point per quarter and contribute to at least two improvements annually.

Qualifications

• Bachelor’s degree in Business, Finance, Communications, Hospitality, or a related field.
• 7+ years of professional experience in client service, relationship management, investor services, or another high-touch client-facing environment.
• 3+ years of experience directly managing ongoing client or investor relationships.
• Demonstrated career stability, sustained tenure, and progression into positions of increasing responsibility.
• Experience using Salesforce or a comparable CRM to manage client relationships.
• Experience in investor services, wealth management, banking, or real estate investing preferred.

Requirements

• Dedicated home office or professional remote work environment.
• Reliable high-speed internet connection capable of supporting video conferencing.

Company Description

At Spartan Investment Group our mission is to improve lives through our values. We do this by finding value-add and opportunistic investments offering solid returns to our investors. Providing an opportunity to grow for our partners and creating lasting wealth for everyone with whom we conduct business is how we make our greatest contribution.

We specifically focus on self-storage projects capitalizing on amazing deals in other asset classes. In 2021, we were listed as the 5th fastest growing real estate company in the US and joined the list of the top 100 owners of self-storage. We are members of the Inc. 5000 fastest-growing private companies in America and in 2023 we were #13 in Denver Business Journals list of top places to work.