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, reporting 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 Criteria: Ability to effectively lead and manage an IR Team Contribution by their Team and the overall IR effort to the overall success of the Firm Receive positive feedback from IR Leadership and cross‑functional partners (Capital Formation, Marketing, Investment Management, Compliance, Operations) Requirements: 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 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 401(k) plan Generous PTO plan, along with an excellent benefits portfolio #J-18808-Ljbffr CAZ Investments