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- Oversee, cultivate, and foster existing HNW investor relationships, including face-to-face meetings and other regular connection points with Bell's HNW investors.
- In partnership with the Director HNW Investor Relations, serve as the main point of contact for HNW investors, maintaining strong relationships and providing updates on investment performance.
- Record all interactions with existing (and prospective) investors in Bell's customer relationship management (CRM) platform.
- Stay abreast of market trends, industry dynamics, and investment opportunities within the real estate and apartment sector vis--vis market research, analysis and industry conferences.
- Work closely with cross-functional teams, including Portfolio Management, Partners Solutions, Asset Management, Fund Accounting and Investor Relations to align corporate strategies with overall HNW business objectives.
- Build enduring HNW client relationships through sound, thoughtful, and objective investment information and real estate knowledge.
- Serve as a steward and fiduciary for all existing Bell HNW investors.
- Manage communication protocols for all HNW investors, including distribution of quarterly reports, performance updates and financial information, and periodic updates, in partnership with the Director HNW Investor Relations.
- Effectively articulate Bell's investment philosophy and strategy to existing and potential investors.
- Research, understand and comply with all Registered Investment Advisor standards and other related compliance and regulations related to HNW communications and connectivity.
- Participate in strategic planning with the EVP Client Services and the SVP Partner Solutions to set and achieve HNW capital raising goals.
- Identify potential new qualified HNW investors (UHNW, Family Offices, Money Managers, and HNW individuals, etc.) and develop proper points of contact for HNW capital raising.
- Initiate calls to prospective HNW investors (HNW and UHNW, family offices and money managers) and meet face-to-face to explain Bell Partners investment opportunities.
- Lead process of the development of all HNW marketing materials (sales brochures, website, presentations, and letters) used in the HNW capital-raising process. Ensure consistent standards for all material and in all external communications in tandem with the Institutional materials.
- In partnership with the Director HNW Investor Relations, participate in organizing HNW investor due diligence, subscriptions, and closings, etc. for all HNW funds.
- Create project management on all HNW offerings including prospect tracking and prioritization, data room management, and roadshow planning in partnership with the Director HNW Investor Relations.
- Manage inbound HNW marketing leads and begin sourcing new prospects through your network.
- Oversee and execute investor outreach activities such as investor meetings and webinars for new Bell Funds.
- Contribute to the product development and fund formation of new fund and investment vehicles as needed.
- Extensive history of success HNW relationships and capital raising
- Strong relationship management skills
- Excellent verbal and written communication skills
- Strong organizational and project management skills and attention to detail
- Ability to multi-task, prioritize deliverables, and manage and meet tight deadlines
- Experience with HNW due diligence processes, DDQ's and analyses
- Strong network of relationships with HNW firms and individuals
- Ability to travel extensively (25-40%)
- Service-oriented and pro-active, with good interpersonal skills and a passion for developing strong relationships with existing clients and prospects
- Detail-oriented, with a high level of accuracy and a commitment to meeting deadlines
- Familiarity with regulatory requirements and compliance, including RIA, in equity capital markets
- Bachelor's degree in finance, Business Administration, Economics or related field. MBA or advanced degree strongly preferred
- Minimum of 10 years of experience in the HNW capital raising and investor relations field
VP High Net Worth, Investor Relations - Alexandria, United States - Bell Partners
Description
We Care. We Deliver. Our purpose is to create communities our residents are proud to call home. We currently own or manage over 85,000 units in North America and continue to grow.Bell Partners, national leader in multi-family housing, our mission is to be the apartment company of choice by creating value and honoring commitments to our residents, partners, and associates.
The VP HNW Investor Relations will utilize their skills in relationship-management, finance, public relations, marketing, and capital raising to oversee, support and grow existing Bell HNW relationships, as well as market Bell Partners funds to potential high-net-worth individuals, family offices and wealth management advisors.
Locations: DC/Northern VA, Raleigh, Greensboro or Charlotte
Responsibilities:
Existing Investor Relationship Management
#LI-Hybrid
Bell Partners, Inc. ("BPI" or the "Company") is an equal employment opportunity employer. BPI's policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, age, disability, pregnancy, military/veteran status, marital status, genetic information, gender identity, sexual orientation or any other basis protected by applicable federal, state, or local laws. BPI also prohibits harassment of applicants or employees based on any of these protected categories. It is BPI's policy to comply with all applicable state and federal laws respecting consideration of unemployment status in making hiring decisions.
Note to Applicants: Smoking is prohibited in all indoor areas of Bell Partners Inc. unless designated smoking areas have been established by a particular location in accordance with applicable state and local law.