- Prospect for new investors through networking and research, schedule meetings and follow-up. Meetings may include travel and/or require a flexible schedule.
- Generate and convert incoming investor referrals and leads, as well as close repeat investors.
- Support our investor relations program, which seeks to maximize shareholder value by identifying, attracting, and retaining long-term investors.
- Work with Partners and Investor Relations team to develop and deliver clear and compelling content for current and potential investors regarding strategy, fund offerings, past financial results, and expected future financial performance.
- Serve as the companies' liaison with new and prospective clients, providing exceptional and timely client service, and effective internal and external communication
- Keep investors informed regarding existing investments and new investment opportunities.
- Plan and execute investor conferences with investor relations team, prospect and client events, annual newsletter and in person investor meetings.
- Other duties as assigned. Required Skills & Experience:
- Bachelor's degree in related field (Business, Finance, Entrepreneurship, etc.)
- 8+ years of experience in related roles (Investor Relations, Account Manager, Sales, Financial Advisor, Investment Banking)
- Capital raising experience and a consistent track record of success through high-net-worth investor relationships
- Experience working with high-net-worth investors and their advisors preferred
- Ability to communicate professionally with people of all levels internally and externally
- Ability to travel to meet investors and flexibility to attend breakfast and dinner appointments.
- Ability to build rapport with investors
- Demonstrates ability to maintain highly confidential information
- Familiarity with CRM platforms (Juniper Square experience is a plus)
- Ability to operate effectively in a fluid organization; able to get things done and move initiatives forward in a high change environment.
- Local market experience preferred.
- Strong interpersonal, oral, and written communication skills.
- Computer skills: Microsoft Word & Excel, knowledge of internet, e mail and social media as it pertains to marketing the property.
- Exceptional communication skills and ability to interact with wide range of people.
- Must be organized, detail oriented and have good time management skills.
- Ability to work a flexible schedule, understanding that your scheduled workdays may vary according to staffing and property needs.
- Entrepreneurial mindset – loves to be challenged, determined to win, puts clients and teammates first, collaborative, inquisitive, self-motivated, and operates on trust (not fear).
- High integrity – trusted, direct, truthful. Embodies confidence and admits mistakes.
- Ability to perform the physical functions of the position, which may include, but are not limited to climb 4 flights of stairs, travel by car, travel by airplane, and attend company events.
-
Facility Management Director
3 weeks ago
Titan Ventures Minneapolis, United StatesAre you passionate about helping people in your nursing profession and value finding joy in your work? · ▸ If a respectful work environment is important to you · ▸ If you are looking for a strong team and a positive work atmosphere · ▸ If appreciation and recognition motivate you ...
-
Managing Director
1 week ago
Artech L.L.C. Minneapolis, United StatesMust be in Minneapolis as this role is on site (Downtown) · The Managing Director is responsible for the management and growth of the IT staffing business within a specific geographic location along with servicing local clients with their national staffing requirements. The Manag ...
-
Managing Director
1 week ago
Oxford Financial Group, Ltd. Minneapolis, United StatesThe Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families, including financial planning, investment strategy and implementation. This individual will manage existing client relationships, participate in new business development acti ...
-
Managing Director
1 week ago
Oxford Financial Group, Ltd. Minneapolis, United StatesThe Managing Director provides financial services to ultra-high-net-worth (UHNW) individuals and families, including financial planning, investment strategy and implementation. This individual will manage existing client relationships, participate in new business development acti ...
-
Director of Risk Management
2 days ago
Pinnacle Search Partners Minneapolis, United StatesOur client is a worldwide leader in project management, manufacturing, installation of building envelope systems, and engineering services. · They are seeking a Director of Risk Management and Contracts for the US, who will provide strong, visible commercial leadership across the ...
-
Audit Manager or Director
4 weeks ago
CliftonLarsonAllen Minneapolis, United States Full timeCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
-
Managing Director
1 week ago
Aon plc Minneapolis, United StatesPosted on · Jun 27, 2022 · Apply for this job · your email: · upload resume: · Profile · Aon is looking for a Managing Director, Reinsurance As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions a ...
-
Managing Director
2 weeks ago
Perficient Minneapolis, United StatesJob Description · Perficient is looking for a forward-thinking, growth minded and customer-focused Managing Director (MD) to lead our fast-growing MN market. We are looking for a positive, self-driven, high-energy leader that understands how to motivate and lead a team to achiev ...
-
Managing Director of Lending
1 week ago
Community Reinvestment Fund Minneapolis, United StatesThe Managing Director of Lending will provide leadership and management of all lending staff and activities. They will provide leadership for business development and sales activities in order to execute CRFs Market Plan. · In conjunction with the Chief Lending Officer, the Mana ...
-
Director- Management Consulting
1 week ago
Guidehouse Minneapolis, United StatesJob Family · Management Consulting · Travel Required · Up to 25% · Clearance Required · None · What You Will Do · The Management Consulting Director in Guidehouse's State and Local Government Practice leads delivery teams on high impact State & Local Government client enga ...
-
Assurance Manager or Director
1 week ago
CliftonLarsonAllen Minneapolis, United StatesClifton Larson Allen LLP · Assurance Manager or Director · Minneapolis , · Minnesota · Apply Now · CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-fo ...
-
Managing Director, Buildings
5 days ago
American Institute of Architects Minnesota Minneapolis, United StatesOutside of Minnesota · Managing Director, Buildings · Posted Wednesday, June 5 · Organization · Fresh Energy · Location · Minneapolis · Description Managing Director, BuildingsTeam: Energy TransitionEmployment Status: FTE · Managing Director, Buildings · Posted Wednesday, J ...
-
Audit Manager or Director
1 week ago
CliftonLarsonAllen Minneapolis, United StatesCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
-
Managing Director of Lending
1 week ago
Community Reinvestment Fund Minneapolis, United StatesThe Managing Director of Lending will provide leadership and management of all lending staff and activities. They will provide leadership for business development and sales activities in order to execute CRF's Market Plan. · In conjunction with the Chief Lending Officer, the Mana ...
-
Director of Asset Management
1 week ago
Roers Companies Minneapolis, United StatesJob Type · Full-time · Description · Roers Companies is a 2024 USA Today Top Workplace and an emerging national leader in multifamily real estate investment, development, construction, and property management. Headquartered in Plymouth, Minnesota, we're on a mission to elevate ...
-
Managing Director, Buildings
4 days ago
American Institute of Architects Minnesota Minneapolis, United StatesOutside of Minnesota · Managing Director, Buildings · Posted Wednesday, June 5 · Organization · Fresh Energy · Location · Minneapolis · Description Managing Director, BuildingsTeam: Energy TransitionEmployment Status: FTE · Managing Director, Buildings · Posted Wednesday ...
-
Director of Project Management
1 week ago
SpecSys Minneapolis, United StatesJob Description · Job DescriptionHere is your chance to showcase your skills with an established, yet growing, company that's been in business for over 25 years We offer a variety of challenging work that plays to each employee's strengths. Check us out at Apply today · BENEFITS ...
-
Tax Manager or Director
3 weeks ago
CliftonLarsonAllen Minneapolis, United StatesCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
-
Regional Managing Director
2 weeks ago
PayIt Minneapolis, United StatesJob Description · Job Description · PayIt is a fast-growing GovTech company on a mission to modernize how residents interact and transact with government, improving the customer experience and helping our client agencies more efficiently and effectively achieve their missions. ...
-
Tax Manager or Director
1 week ago
CliftonLarsonAllen Minneapolis, United StatesCLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8, ...
Sr. Managing Director - Minneapolis, United States - Versique
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
An emerging leader in real estate development is seeking a Senior Managing Director of Investor Relations. This exciting position will source new investors for development projects and maintain attentive and genuine relationships.Roles & Responsibilities: