Investor Success Manager

Waterhouse-Kern Associates; Cheltenham; Remote; GBP 40,000 - 70,000; Full time

Job summary

A leading company in capital funds seeks a motivated individual for a flexible, performance-driven capital raising role. Your primary focus will be on building relationships with middle-class investors seeking alternative investment opportunities, with significant commission based on revenue. Ideal candidates will have experience in financial sales and excellent communication skills.

Qualifications

• 3–5 years of experience in financial sales or advisory preferred.
• Experience dealing with personal investors.
• Ability to build trust and establish relationships.

Responsibilities

• Responsible for bringing in new investor capital.
• Manage investor relationships and educate clients.
• Guide clients through the onboarding process.

Skills

Communication skills

Sales skills

Relationship management

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.