- Lead direct response follow-up: Convert cold ad leads into active prospects through structured calls, email sequences, and investor education.
- Qualify prospects: Confirm accreditation, liquidity, timeline, and strategic fit.
- Guide the investor journey: From first interaction to document signing, providing white-glove support.
- Educate with credibility: Explain the company\'s investment thesis, structure, risk profile, and target returns clearly and compliantly.
- Collaborate with leadership: Bring in senior partners when needed to help close larger or more complex prospects.
- Track pipeline activity: Use CRM tools to manage funnel performance and report on conversion metrics.
- Hit performance targets: Meet weekly and monthly benchmarks for contact, engagement, movement, and capital raised.
- Must have 2-5 years of sales experience in capital raising, investor relations, or financial sales with direct experience converting leads from cold traffic (ads, webinars, landing pages).
- Oversee the entire investor journey, from initial lead through funding (proven full-cycle track record), delivering consistent, high-touch support at every stage.
- Demonstrated ability to close deals effectively, excelling in fast-paced, results-driven environment.
- Must be authorized to work for any employer in the US without requiring sponsorship.
- Familiarity with CRM and marketing automation tools like HubSpot, GoHighLevel, or ActiveCampaign.
- Excellent communicator, confident, empathetic, and credible with high-net-worth individuals.
- Comfortable navigating investor objections and managing compliance-sensitive conversations.
- Bonus: Experience with self-directed IRAs, non-US accredited investors, or Reg D 506(c) offerings.
- Work with a mission-driven team reshaping hospitality investment.
- Collaborate directly with founders and decision-makers.
- Get access to high-quality deal flow and infrastructure (Juniper Square, robust CRM, fractional CCO/legal support).
- Work in company
Associate Director of Donor Relations for Colleges, Schools
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Investor Relations Associate - Town of Florida - Scale IR
Description
Job Openings Investor Relations Associate - Direct Retail Fundraising
About the job Investor Relations Associate - Direct Retail Fundraising
Role Overview
Were looking for an Investor Relations Associate with proven experience raising capital directly from retail investors, especially via cold advertising funnels (e.g., paid social, YouTube pre-roll, native ads). This role is perfect for someone who thrives at the intersection of digital marketing, sales, and capital formation.
You will own the full-cycle investor journey-qualifying, educating, nurturing, and converting prospects. You\'ll be backed by strong marketing and technology infrastructure and collaborate closely with partners to close high-intent leads.
Responsibilities
Qualifications
Benefits
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Associate Director of Donor Relations for Colleges, Schools
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Grassroots Advocacy Manager
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Sous Chef
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