Investor Success Manager

JR United Kingdom; Leeds; Remote; GBP 40,000 - 60,000; Full time

Job summary

A leading company is seeking an Investor Success Manager in Leeds, specialized in capital raising and investor relations. The role is focused on building relationships with individual investors, providing education, and managing investments with strong growth potential. Ideal candidates should have 3-5 years of experience in retail financial sales or advisory.

Qualifications

• 3–5 years of experience in financial sales, capital raising, or advisory.
• Experience in retail financial sales valued.

Responsibilities

• Responsible for raising capital from individual investors.
• Manage relationships and guide onboarding.
• Educate clients and build trust.

Skills

Strong communication skills

Investor relations

Capital raising

Job description

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Investor Success Manager, Leeds, West Yorkshire

Client: Waterhouse-Kern Associates

Location: Leeds, West Yorkshire, 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 is working with a US-based Capital Fund specializing in sustainable growth through Forex trading.

Ideal Candidate Background: Experience in retail financial sales, capital raising, investor relations, or financial advisory. 3–5 years of experience preferred. Strong communication skills and a warm network are valued.

Location Preference: European or Asian markets due to time zone and regulatory considerations.

Role Overview: Responsible for raising capital from individual investors, managing relationships, educating clients, and guiding onboarding. Remote, performance-driven, with growth potential as the firm scales.

Average Deal Size: $5K to $100K, mostly $10K–$50K. Focus on building trust and scaling relationships. Commission based on revenue generated.