Investor Relations Team Leader

Overview CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives. We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbins’ latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others. We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Investors. We have more than $650mm of our personal capital committed to our investment vehicles. We provide access to our Investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders’ money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our investors they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Investors do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available. Investor Relations Team Leader The person in this role will lead a portion of the Investor Relations (“IR”) Team, primarily responsible for driving ongoing service efforts for our investor relationships, and will report to the Director of Investor Relations. The individual will work closely with all members of IR and cross-functional partners (Capital Formation, Marketing, Investment Management, Compliance, Operations), with a primary focus on coaching, developing, and empowering their Team rather than managing external relationships directly. This leader will focus on creating raving fans among High-Net-worth Investors, Investment Advisors, Wealth Managers, and Multi-Family Offices who allocate their clients’ assets to our vehicles by ensuring their Teams deliver consistently excellent service and communication. Key Responsibilities Lead a portion of the IR Team responsible for delivering ongoing, high-quality service to investor relationships Coach, develop, and empower Team members through regular one-on-ones, feedback, and performance management Establish clear expectations, processes, and best practices to ensure consistent, proactive communication with Investors Collaborate closely with the Director of IR and Distribution Leadership to align Team priorities with firm objectives Ensure the Team creates “raving fans” of the firm among Direct Investors, Investment Advisors, Wealth Managers, and Multi-Family Offices Oversee the Team’s execution of service workflows, including inquiries, reporting, and ongoing relationship support Monitor service quality and Investor feedback, identifying trends and driving continuous improvement across the Team Foster a strong, positive Team culture that reinforces the firm’s mission, values, and Promises Coordinate with cross-functional partners (e.g., Capital Formation, Marketing, Operations) to support Investor needs and strategic initiatives Report regularly on Team activity, service metrics, and key investor developments to senior leadership Develop and drive Salesforce initiatives, reporting, and improvements for your Team Success as an Investor Relations Team Leader Will be measured by your ability to effectively lead and manage an IR Team, the contribution of your Team to the overall IR effort, and receiving positive feedback from IR Leadership and cross-functional partners (Capital Formation, Marketing, Investment Management, Compliance, Operations). Qualifications 3 to 5 years’ experience leading and managing a Client Service or Investor Relations Team Experience in Financial Services, Investments or Family Offices is preferred Series 65 license is a plus, but not required Ability to work in a fast-paced environment under strict deadlines Exceptional organizational and written communication skills with attention to detail Proficient in Microsoft Office Suite, particularly Outlook Outgoing personality and the ability to interact with rooms full of people with confidence Team player with a strong work ethic Basic competencies in CRM software with an ability to expand Proficiency in Salesforce is a plus, but not required Compensation and Benefits Base salary will be commensurate with experience Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability Participation in our matching 401k plan We offer a generous PTO plan, along with an excellent benefits portfolio #J-18808-Ljbffr