[Hiring] Investor Relations Specialist @HireLATAM

Role Description

Our Client is seeking an experienced Investor Relations Specialist to serve as the primary point of contact for accredited investors. This is a high-stakes, relationship-driven role that requires a blend of financial acumen and sophisticated sales skills. The successful candidate will guide qualified leads from their initial inquiry through the entire onboarding process, ensuring they understand the asset types, timelines, and projected returns. This is an ideal position for a professional who can confidently discuss complex financial structures while building deep trust with high-net-worth individuals.

Key Responsibilities

• Investor Engagement & Rapport:
  • Engages with qualified investor leads via phone, Zoom, text, and email to build long-term relationships.
  • Conducts discovery calls to understand the financial goals and risk profiles of accredited investors.
  • Proactively follows up with webinar registrants, repeat investors, and inbound leads to drive capital commitment.
• Investment Education & Onboarding:
  • Clearly explains the details of current offerings, including asset structures, timelines, projected returns, and tax benefits.
  • Guides investors through the critical onboarding steps, including accreditation verification, subscription documents, and funding logistics.
  • Collaborates with the executive team to refine investor communications and marketing collateral.
• Pipeline & CRM Management:
  • Maintains meticulous notes and status updates within the CRM (ActiveCampaign).
  • Ensures consistent follow-up cadences are met to move investors through the commitment funnel.
  • Analyzes investor feedback to identify common questions and improve the overall pitch and educational process.

Qualifications

• 4+ years of professional experience in high-value sales, investor relations, or financial services.
• Native or near-native English fluency with a neutral accent; ability to have high-level professional conversations with sophisticated investors.
• Strong grasp of investment fundamentals, asset types, and private placement structures.
• Exceptional listening, qualifying, and follow-up skills; must be independent and self-motivated.
• Willingness to work alternating shifts, including some evenings and weekends, to accommodate investors' schedules.
• Ability to travel to the US to attend in-person conferences and trade shows as required.

Preferred Qualifications

• Prior experience in Private Equity, Alternative Investments, or Capital Raising.
• Familiarity with ActiveCampaign or similar CRM platforms.
• Background in working directly with accredited investors and understanding "Reg D" or similar compliance environments.

Benefits

• High-Level Exposure: Work directly with the executive team and high-net-worth individuals.
• Growth Potential: Opportunity to build a career in the high-growth alternative investment and private credit sector.
• Remote Flexibility: 100% remote work environment with a focus on results and relationship building.
• Professional Development: Direct investment in training regarding complex financial asset classes.