Investor Success Manager

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

Job summary

A US-based Capital Fund is seeking an Investor Success Manager to join their team in Newcastle-upon-Tyne. The role focuses on raising capital from individual investors, requiring strong communication skills and experience in retail financial sales. This flexible position offers growth potential as the firm scales operations towards becoming a hedge fund.

Qualifications

• 3–5 years of experience in retail financial sales or related fields.
• Background in capital raising, investor relations, or financial advisory preferred.
• Strong network and relationship-building capabilities.

Responsibilities

• Raise capital from individual investors for a proprietary trading firm.
• Manage relationships and educate clients throughout onboarding.
• Build trust and scale relationships to maximize commission based on revenue.

Skills

Hustle

Communication

Job description

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Investor Success Manager, Newcastle-upon-Tyne, Tyne and Wear

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Client:

Waterhouse-Kern Associates

Location:

Newcastle-upon-Tyne, Tyne and Wear, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

7

Posted:

26.06.2025

Expiry Date:

10.08.2025

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Job Description:

Waterhouse-Kern Associates is working with a US-based Capital Fund specializing in sustainable growth through precision trading in the Forex market.

Ideal Candidate Background:

Looking for experience in retail financial sales, capital raising, investor relations, or financial advisory—preferably with personal investors or high-performing sales professionals in fintech or financial services. 3–5 years of experience and a warm network are ideal, but hustle and communication skills are more important than a specific resume.

Location Preference:

Focused on European or Asian markets due to time zone and regulatory considerations.

Role Overview:

This performance-driven role involves raising capital from individual investors for a proprietary trading firm. Responsibilities include managing relationships, educating clients, and guiding them through onboarding. The role is flexible, remote, with potential for growth as the company scales toward becoming a hedge fund.

Average Deal Size:

Targeting middle-class investors, with typical deal sizes from $5K to $100K, mostly in the $10K–$50K range. Success depends on building trust and scaling relationships, with commission based on revenue generated.