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Investor Relations

Full-time

Sudhoff Advisors

:

OverviewThis hybrid role is designed to combine the responsibilities of Investor Relations (75%) with executive support duties for the CEO (25%). The position focuses primarily on building and maintaining strong client relationships, ensuring client satisfaction, and supporting business growth, while also providing high-level administrative and organizational support to the CEO.

Duties

Investor Relations (75%)

  • Serve as the primary point of contact for key clients, ensuring their needs are met and delivering exceptional service throughout the client lifecycle.
  • Develop, nurture, and strengthen long-term relationships with clients, regularly checking in to assess satisfaction and address concerns.
  • Identify client needs and propose tailored solutions, including opportunities for cross-selling and upselling services.
  • Organize and participate in client meetings, presentations, and events, ensuring seamless communication and follow-up.
  • Monitor client satisfaction, gather feedback, and implement improvements to enhance the client experience.
  • Collaborate with internal teams (sales, product, support) to deliver on client expectations and resolve issues promptly.
  • Maintain accurate client records and insights using CRM tools, and prepare regular reports on client status and relationship metrics.
  • Leverage technology (CRM, scheduling software, social media) to personalize client interactions and streamline processes.

CEO Support (25%)

  • Manage the CEO's calendar, schedule appointments, and coordinate travel and meetings to maximize executive efficiency.
  • Prepare correspondence, reports, presentations, and briefing materials for the CEO, often handling confidential information.
  • Act as a liaison between the CEO, clients, and internal teams, ensuring timely and effective communication.
  • Support executive outreach, special projects, and follow-up on key business initiatives as directed by the CEO.
  • Handle administrative tasks such as organizing executive meetings, taking notes, and tracking action items.

Qualifications and Skills

  • Bachelor's degree in Business Administration, Marketing, or a related field.
  • 3+ years of experience in investor relations
  • Excellent verbal and written communication skills, with the ability to adapt communication style to different audiences.
  • Strong organizational skills, attention to detail, and ability to manage multiple priorities simultaneously.
  • Proficiency with CRM platforms, scheduling software, and MS Office suite.
  • High level of professionalism, discretion, and ability to handle sensitive information.
  • Strong interpersonal skills, empathy, and a customer-oriented mindset.
  • Adaptability and teamwork, comfortable working in a dynamic, hybrid role spanning departments.

Job Type: Full-time

Pay: $84,415.00 - $94,786.00 per year

Benefits:

  • Health insurance
  • Paid time off

Schedule:

  • Monday to Friday

Experience:

  • Investor Relations: 3 years (Required)

Ability to Commute:

  • Houston, TX 77027 (Required)

Work Location: In person

Vacancy posted more than 2 months ago

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