Investor Success Manager

JR United Kingdom; Bolton; Remote; GBP 50,000 - 90,000; Full time

Job summary

A growing capital fund is seeking an Investor Success Manager based in Bolton to drive capital raising efforts. The role involves managing relationships with individual investors, educating them on investment opportunities, and ensuring a flexible work environment with growth potential as the company evolves towards becoming a hedge fund. Ideal candidates should have a solid background in financial sales and a strong network.

Qualifications

• 3–5 years of experience in retail financial sales or capital raising.
• Experience dealing with personal investors or high-performing sales professionals.
• Must possess hustle and strong communication skills.

Responsibilities

• Responsible for bringing in new investor capital to the trading firm.
• Manage relationships and educate clients on investment opportunities.
• Help guide clients through the onboarding process.

Skills

Communication

Sales

Networking

Job description

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Investor Success Manager, Bolton, Greater Manchester

Client:

Waterhouse-Kern Associates

Location:

Bolton, Greater Manchester, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

7

Posted:

26.06.2025

Expiry Date:

10.08.2025

Job Description:

Waterhouse-Kern Associates are delighted to be working with a US-based Capital Fund, specialising in delivering consistent and sustainable growth through precision trading in the Forex market.

Ideal Candidate Background:

They are looking for someone with experience in retail financial sales, capital raising, investor relations, or financial advisory — ideally someone who’s dealt with personal investors or high-performing sales professionals in fintech or financial services. 3–5 years of experience and a warm network would be ideal, but hustle and communication skills matter more than a specific resume.

Location Preference:

Focused on European or Asian-based markets due to time zone alignment and legal/regulatory constraints.

Role Overview:

This is a performance-driven capital raising role. The person will be responsible for bringing in new investor capital to their proprietary trading firm, primarily from everyday individuals with disposable capital who are looking for alternative investment opportunities. They’ll manage relationships, educate clients on the opportunity, and help guide them through the onboarding process. It’s a flexible, remote role with long-term upside and room to grow as the company scales toward becoming a hedge fund.

Average Deal Size:

Targeting middle-class investors, not institutions — so typical deal sizes will range from $5K to $100K, with most falling in the $10K–$50K range. Looking for someone who can build trust and scale relationships consistently. Commission will be considerable, based on above revenue fields.