обновлено 8 часов назад
Investor Relations Associate
70 000 - 85 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Investor Relations Associate (Financial Services): Supporting investors, financial advisors, and fund sponsors through client inquiries, subscription processes, and fund closings with an accent on client service, alternative investments, and wealth technology platforms. Focus on managing high-volume communications, coordinating fundraising-related workflows, and solving client issues within MST operating hours.
Location: Salt Lake City, Utah, United States; office-based Monday–Thursday with remote work flexibility on Friday. Operating hours are 8:30am–6:00pm MST.
Salary: $70,000–$85,000 per year, plus equity for full-time employees and an annual performance bonus.
Company
operates a technology platform supporting investors, financial advisors, home office personnel, and fund sponsors.
What you will do
- Support investors and financial advisors through inbound phone and email inquiries.
- Provide timely and accurate responses, escalate issues when appropriate, and maintain high client satisfaction.
- Assist fund managers’ clients with subscription processes and manage fund closings.
- Support fundraising activities and successful client outcomes for alternative investment products.
- Assist Senior Management with special projects supporting ’s businesses.
Requirements
- Bachelor’s degree.
- 2–5+ years of experience in financial services, preferably in client service or investor relations for alternative investments.
- Ability to work cross-functionally with diverse stakeholders and manage deadlines under pressure.
- Strong client service, organizational, communication, and presentation skills.
- Strong proficiency in Microsoft Office, especially Excel and PowerPoint.
- Ability to manage the phone queue during 8:30am–6:00pm MST operating hours and work in the Salt Lake City office Monday–Thursday.
Nice to have
- Experience working for or with wealth management firms.
- Experience with SaaS offerings and wealth technology platforms.
Culture & Benefits
- Fast-paced, collaborative, and entrepreneurial work environment.
- Comprehensive benefits package with an employer-matched retirement plan.
- Subsidized healthcare with employer-paid dental, vision, telemedicine, and virtual mental health counseling.
- Parental leave and unlimited paid time off.
- Equity for all full-time employees and an annual performance bonus.
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