3 дня назад
Investor Relations - Assistant Vice President (Fintech)
90 000 - 110 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investor Relations - Assistant Vice President (Fintech): Supporting investors, financial advisors, and fund sponsors through client coverage, subscription processes, fund closings, and alternative investment operations with an accent on client service, fundraising support, and platform experience. Focus on managing complex operational workflows, resolving escalations across teams, and improving a proprietary wealth technology platform.
Location: Salt Lake City, Utah, United States; office-based Monday through Thursday with remote work available on Friday. Operating hours are 8:30am-6:00pm EST.
Base salary: $90,000-$110,000 per year, plus equity, annual performance bonus, and benefits.
Company
provides a technology platform supporting alternative investment distribution, investor servicing, financial advisors, fund sponsors, and wealth management firms.
What you will do
- Provide dedicated coverage and ongoing support for client accounts, investors, financial advisors, and home office personnel.
- Support fund managers and their clients through subscription processes and fund closings.
- Manage complex alternative investment operational workflows and resolve escalations across teams.
- Identify improvements to processes, the platform, and the overall client experience.
- Collaborate with Technology on enhancements to the proprietary platform.
- Support special projects for Senior Management.
Requirements
- Bachelor’s degree and 6-10+ years of experience in financial services, client service, investor relations, alternative investments, or wealth management.
- Experience supporting high-net-worth clients, financial advisors, and fund managers.
- Cross-functional collaboration experience with varied stakeholders.
- Strong organizational, communication, interpersonal, and problem-solving skills, with the ability to meet deadlines under pressure.
- Ability to manage a phone queue during operating hours of 8:30am-6:00pm EST.
- Strong experience with Microsoft Office, including Dynamics, Excel, PowerPoint, and Word.
Nice to have
- Experience working for or with wealth management firms.
- Experience with SaaS offerings and wealth technology platforms.
Culture & Benefits
- Collaborative, entrepreneurial, fast-paced work environment.
- Hybrid schedule with office work Monday through Thursday and remote work on Friday.
- Equity for all full-time employees and an annual performance bonus.
- Employer-matched retirement plan and subsidized healthcare, including employer-paid dental, vision, telemedicine, and virtual mental health counseling.
- Parental leave and unlimited paid time off.
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