Business Development and Investor Relations Associate

JTC Group; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Job summary

SALI Fund Services, a SALI Fund Services company within the JTC Group, is seeking a motivated Business Development and Investor Relations Associate in Austin, TX. You will support client onboarding, manage relationships with investors, and drive new business opportunities in a fast-paced financial services environment.

The role collaborates with legal, compliance, operations, and senior management to grow the client franchise for IDFs and SMAs, requiring strong communication, organization, and

Qualifications

• Degree in Finance, Economics, Accounting, Business Administration, or related field.
• 2–5 years of experience in investor relations, business development, client service, fund administration, wealth management, or related field.
• Excellent written, verbal, and interpersonal communication skills.
• Strong organizational, project management, and multitasking abilities with attention to detail.
• Ability to manage competing priorities and meet deadlines in a fast-paced environment.
• Advanced proficiency in Microsoft Office, especially Excel, PowerPoint, Outlook, and Word.
• Experience using CRM systems (Salesforce preferred) and other business applications.
• Experience working with clients, investors, or external partners.
• Familiarity with alternative investments, investment funds, insurance products, or wealth management is preferred.
• Positive attitude and willingness to take ownership of projects and responsibilities.

Responsibilities

• Support business development initiatives, prospecting efforts, and new business opportunities.
• Assist with client onboarding and coordinate activities across legal, compliance, operations, and accounting teams.
• Maintain CRM databases and prepare pipeline, relationship management, and business development reports.
• Draft and distribute client-facing communications, presentations, meeting materials, and investor updates.
• Coordinate client meetings and other business development activities.
• Serve as a point of contact for client inquiries and facilitate communication among internal and external stakeholders.
• Manage project timelines and cross-functional initiatives to ensure timely completion of deliverables.
• Identify process improvements and support operational efficiencies across client-facing workflows.

Skills

Communication skills

Project management

Relationship management

Attention to detail

Multitasking

Education

Finance/Economics degree

Tools

Salesforce

Excel

PowerPoint

Job description

Business Development and Investor Relations Associate

Founded in 2002 and based in Austin, TX, SALI Fund Services(“SALI”), a JTC Group company, delivers a turnkey solution for thecreation and administration of Insurance Dedicated Funds (“IDFs”) andSeparately Managed Accounts (“SMAs”). Our innovative platform enablesinvestment managers to create tax-compliant IDFs and SMAs that seamlesslyintegrate with insurance company Private Placement Variable Annuity and PrivatePlacement Life Insurance account platforms.

SALI serves a diverse client base ranging from boutiqueinvestment managers to some of the world’s largest wealth managementinstitutions. Currently, we administer more than 250 IDFs and SMAs representingover $45 billion in assets. As a specialized fund administrator, SALI iscommitted to providing white-glove service, industry expertise, and operationalexcellence throughout every stage of the client lifecycle.

SALI is seeking a motivated, detail-oriented, andrelationship-focused Business Development and Investor Relations Associate tojoin our growing team. The ideal candidate will have prior experience infinancial services, fund administration, investor relations, client service,business development, wealth management, or a related field.

This role works closely with business development, investorrelations, operations, legal, compliance, and senior management teams tosupport client relationships, strategic initiatives, and business growth.Responsibilities are a blend of client-facing and operational functions,requiring interaction with internal stakeholders, investment managers,insurance company partners, and prospective clients.

This role is ideal for a professional with several years ofrelevant experience who is seeking increased responsibility, meaningful clientinteraction, and exposure to the insurance and alternative investmentindustries.

MAIN RESPONSIBILITIES AND DUTIES

• Supportbusiness development initiatives, prospecting efforts, and new businessopportunities.
• Assistwith client onboarding and coordinate activities across legal, compliance,operations, and accounting teams.
• MaintainCRM databases and prepare pipeline, relationship management, and businessdevelopment reports.
• Draftand distribute client-facing communications, presentations, meetingmaterials, and investor updates.
• Coordinateclient meetings and other business development activities.
• Serveas a point of contact for client inquiries and facilitate communicationamong internal and external stakeholders.
• Manageproject timelines and cross-functional initiatives to ensure timelycompletion of deliverables.
• Identifyprocess improvements and support operational efficiencies acrossclient-facing workflows.

ESSENTIAL REQUIREMENTS

• Degree in Finance, Economics, Accounting, Business Administration,Communications, or a related field.
• 2-5years of experience in investor relations, business development, clientservice, fund administration, asset management, wealth management,financial services, or a related field.
• Excellentwritten, verbal, and interpersonal communication skills.
• Strongorganizational, project management, and multitasking abilities withexceptional attention to detail.
• Abilityto independently manage competing priorities and meet deadlines in afast-paced environment.
• Advancedproficiency in Microsoft Office applications, particularly Excel,PowerPoint, Outlook, and Word.
• Experienceusing CRM systems (Salesforce preferred) and other business applications.
• Experienceworking directly with clients, investors, prospects, or external businesspartners preferred.
• Familiaritywith alternative investments, investment funds, insurance products, orwealth management is preferred.
• Positiveattitude, strong work ethic, and willingness to take ownership of projectsand responsibilities.

OUR COMMITMENT TO INCLUSION &WELLBEING

JTC is committed to fosteringa healthy, inclusive organisation where all individuals feel welcome and feelable to participate in the workplace fully. We value different perspectives,backgrounds and lived experiences. This includes supporting employee wellbeingso that people feel equipped to thrive.

Whether you are just starting out or seeking new challenges, JTC offers an environment where you can grow, develop, and succeed at every stage of your career.

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