Investor Relations
Frontline Source Group Holdings, LLC dba dfwHR
Job Description Director of Investor Relations & Capital Raising Our client in Southlake, TX is seeking a Director of Investor Relations & Capital Raising for a Direct Hire opportunity. This position offers flexibility to work remotely, with a strong preference for candidates in the Dallas Fort Worth area and periodic travel to the Southlake office. Client Profile Our client is a growing private investment firm specializing in upstream oil and gas investments. Led by an experienced management team with more than 25 years of industry relationships and over $1.5 billion in upstream capital deployment experience, the organization provides accredited investors access to carefully evaluated energy investment opportunities. The firm has demonstrated significant growth through successive investment funds and is continuing to expand its capital raising operations. With a strong emphasis on integrity, transparency, investor communication, and disciplined investment selection, the organization offers an attractive platform for professionals who have spent their careers developing trusted investor relationships. Directors benefit from substantial investments in marketing, lead generation, dedicated associate support, and direct access to experienced leadership. Director of Investor Relations & Capital Raising Role The Director of Investor Relations & Capital Raising will be responsible for expanding the firm's investor network, cultivating relationships with high net worth individuals and family offices, and supporting continued growth in private investment capital. This opportunity is designed for an established relationship driven professional who brings an active, independently developed network of investors and is seeking a reputable investment platform to support long term growth. Responsibilities:
Additional Information dfwHR is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas. Disclaimer: Sensitive and personal data will not be requested by dfwHR or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job. Meet Your Recruiter Lindsey Davidson
- Leverage an established network of high net worth individuals, accredited investors, and smaller family offices to develop new investment relationships.
- Identify and cultivate prospective investors interested in alternative investment opportunities.
- Build and maintain trusted, long term relationships through consistent communication, professionalism, and transparency.
- Present private investment opportunities and communicate investment strategies, structures, and associated risks accurately and professionally.
- Collaborate with executive leadership and Investor Relations team members to support capital raising initiatives.
- Utilize company provided marketing resources, lead generation programs, and associate support to expand investor outreach.
- Manage investor conversations, follow up activities, and relationship development throughout the investment process.
- Maintain accurate documentation and adhere to applicable securities regulations, company policies, and compliance requirements.
- Participate in investor meetings, networking events, and relationship development activities.
- Contribute to the firm's continued growth by developing new investor relationships and expanding existing networks.
- Established, active, and personally developed network of high net worth individuals, accredited investors, or smaller family offices.
- Demonstrated success developing relationships with sophisticated investors or high net worth clientele.
- Proven ability to generate new business and cultivate long term, trust based relationships.
- Experience in capital raising, investor relations, alternative investments, private wealth management, family office services, or related relationship driven industries preferred.
- Experience with private investment offerings, real estate syndications, private equity, or other alternative investment vehicles is highly desirable.
- Oil and gas industry experience is beneficial but not required.
- Strong understanding of professional ethics, confidentiality, and regulatory compliance.
- Exceptional communication, presentation, negotiation, and relationship management skills.
- Entrepreneurial mindset with the discipline and motivation to manage an independent book of business.
- Ability to work autonomously while collaborating with an experienced leadership team.
- Willingness to provide applicable employment agreements, noncompete agreements, and other restrictive covenants for review before advancing to substantive interviews.
- Ability to demonstrate that investor relationships can be developed and maintained without violating existing contractual or legal obligations.
- Additional Compensation: Uncapped discretionary quarterly bonuses determined by the company based on multiple factors.
- Significant Earning Potential: The organization's highest earning Director received seven figure total compensation in the previous year. Historical earnings are not a guarantee of future compensation.
- Medical, Dental, and Vision Insurance: Coverage through Aetna and Guardian.
- Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
- Telemedicine and Employee Assistance Program (EAP).
- Paid time off and paid holidays.
- Flexible work arrangement with remote opportunities for qualified candidates and periodic in person collaboration in Southlake, Texas.
- Substantial company investment in marketing, lead generation, and investor acquisition.
- Dedicated associate support to assist with investor outreach and appointment setting.
- Direct access to experienced investment and executive leadership.
- Opportunity to grow an established investor network within a rapidly expanding private investment platform.
Additional Information dfwHR is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas. Disclaimer: Sensitive and personal data will not be requested by dfwHR or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job. Meet Your Recruiter Lindsey Davidson
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Investor Relations in Southlake, TX vacancy
- ...who are dependable, service-minded, and results-oriented. The Investor Reporting Intern will fully immerse in the day-to-day activities... ...training classes and attain certain certifications. Performs related duties as assigned by supervisor. Education and Experience Requirements...SuggestedTemporary workInternshipSummer internship
$1,000 per month
...in process improvement, presentation and leadership skills. The Investor Reporting TRAIL Operations Specialist will get immersed in the... ...based on loan activity. Review and reconcile bank transactions in relation to cash flow and loan activity. Performs assigned duties, under...SuggestedRotational programFull timeTemporary work- ...program for recent graduates, a 12-month rotational leadership development track designed to build practical management skills in investor reporting and loan accounting. You will rotate through areas such as FHLMC Investor Reporting and Private Investor Reporting, gaining...SuggestedFull time
- Newrez LLC is seeking an Investor Reporting Intern to join our data team in Coppell, TX for a fast-paced 10-week internship. You will engage in cash posting and cash movement activities while gaining exposure to mortgage finance processes and analytics. The role emphasizes...SuggestedInternship
- Newrez is seeking an Investor Reporting Analyst Senior to join our team in Coppell, TX. You will prepare monthly reports and remittance activities for FNMA portfolios, ensuring accuracy and adherence to guidelines while mentoring junior staff. Responsibilities include...Suggested
$45k - $100k
...to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Investment Sales Associate This position supports the investor relationship function to build and maintain profitable relationships... .... Essential Functions: Report directly to Client Relations Manager Serves as the key point of contact for existing investors...Work experience placementWork at officeLocal areaShift work
$120k - $150k
..., including short‑duration projects. Workday Certification or Workday PRO certification highly desirable. Adaptive Insights experience is a plus. Bachelor’s or advanced degree in Accounting, Finance, Information Systems, or related field. #J-18808-Ljbffr Makse Group- ...Director, Passenger Mobility Risk, is responsible for leading the development and execution of strategies that reduce passenger mobility-related incidents resulting in less litigation exposure, operational incidents, associated financial exposure & possible adverse...Work at officeLocal areaImmediate startFlexible hoursAfternoon shiftEarly shift
- ...laundering. 5+ years of quantitative experience. Advanced degree in statistics, mathematics, physics, engineering, economics, or a related quantitative field. Knowledge of model governance and U.S. banking regulations. Proficiency in Python, SAS, R, or other...Full timeWork at officeWork from homeRelocation
- ...Education & Experience Requirements This level of knowledge is normally acquired through completion of a Bachelor's Degree in Finance or related field of study and 8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of...Local area
- Ultipro seeks a Director of Passenger Mobility Risk to lead strategies reducing wheelchair- and accessibility-related incidents, cutting litigation exposure, and improving safety across the Americas. You will collaborate with Operations, Legal, HR, and airline partners...
$75k - $80k
...filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with...Work at officeLocal areaRemote work2 days per week- Charles Schwab Corporation is seeking a Senior Manager in Model Risk Oversight focused on model validation and related initiatives. The role emphasizes fraud and AML models, with potential for junior responsibilities for less experienced candidates. Responsibilities include...
- ...to a diverse customer base, including a large Spanish speaking population * Perform other tasks requested by supervisors as they relate to the bank and its functions * Regular and predictable attendance and punctuality * Approval limits will be based upon established...Work at office
$57.78k
...community leaders. Maintains information on program outcomes, creates program reports, and serves as the liaison to State and other related program entities. Works with subject matter experts and promotes the benefits of the programs. Identifies and supervises staff,...Hourly payFull timeTemporary workWork at officeLocal areaRemote work- GI Alliance seeks an Acquisitions & Corporate Development professional to lead due diligence and integration from the initial call to hand-off after closing. You will coordinate valuation analyses, manage data rooms, and prepare LOI and investment committee materials, leveraging...
- ...Qualifications: ~10+ years in client facing advisory roles. Concentrations in wealth management, financial, estate planning, and/or tax related work ~ Demonstrated business development track record ~ CFP® required. Other credentials a plus ~4-year college degree with a...Work at officeLocal areaImmediate start
$180k - $300k
...involving commercial transactions, corporate debt restructurings, and related litigation. The role provides exceptional exposure to cutting-... ...advisors to leading financial institutions, corporations, and investors facing their most significant challenges. Our client offers a...Work at officeFlexible hours3 days per week- ...self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity,...Full timeLocal area
$5,000 per month
...Support and protect the network through ongoing training within the region. Serve the network as the local product expert for all things related to Risk Management and Insurance. Owns: ~ Owns a set of high value insurance targets that generates an increase of (25% or...Full timeLocal area- ...mentorship, and professional development opportunities. QUALIFICATIONS Bachelor's degree in business, finance, economics, or related field preferred . 3-5 years of experience in financial planning, investment advisory, or wealth management. FINRA...Full timeWork at office
$75k - $80k
Associate Wealth Advisor Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique...Work at officeLocal areaRemote work2 days per week- ...collaboration with internal teams and external partners to uphold high operational standards. The ideal candidate will bring real estate or related experience, strong communication, and excellent organization skills to contribute to long-term business growth and value creation....Work at office
- Relationship Banker Southlake, Texas;Keller, Texas; Fort Worth, Texas; Trophy Club, Texas; Colleyville, Texas; Colleyville, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet ...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those...Full time
- ...orientation, veteran status, genetic testing results or any other consideration made unlawful by federal, state or local laws. This practice relates to all personnel matters such as compensation, benefits, training, promotions, transfers, layoffs, etc.Furthermore, our...Work at officeLocal area
- Educational Employees Credit Union invites you to join our Wealth Advisor team in partnership with LPL Financial. This on-site role serves a dedicated branch or multiple branches, delivering non-deposit investment products and advisory solutions to retail clients and prospects...Work at office
- Job Description: Please note this requisition may contain multiple locations but there is not an immediate opening for every location listed. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Soltis Investment Advisors, LLC in Southlake, Texas, is seeking a Senior Wealth Management Advisor to lead client relationships and provide integrated investment management and financial planning for high-net-worth individuals and families. You will manage complex portfolios...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investor Relations. Be the first to apply!



