Director of Investor Relations

Madison Professional Group; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonus

Long-term incentives

Job summary

A national recruiting firm is seeking a Director of Investor Relations and Growth Strategy in Houston, Texas. The role focuses on expanding the client base, engaging with potential investors, and collaborating with marketing and investment teams. Candidates should have 3-7 years of experience in business development or investor relations, a track record in wealth management, and proficiency in CRM systems.

Qualifications

• 3–7 years of experience in business development or investor relations.
• Proven track record of sourcing opportunities in wealth management.
• Knowledge of the RIA model and alternative investment offerings.

Responsibilities

• Identify potential wealth management clients through outreach and events.
• Build engagement through personalized communication via email and phone.
• Maintain CRM records and document interactions.

Skills

Business development

Outbound sales

Investor relations

Lead generation

Excellent communication

Tools

Salesforce

HubSpot

SmartOffice

Job description

Overview

Our client, a well-established and nationally recognized Registered Investment Advisor (RIA), is seeking a Director of Investor Relations and Growth Strategy to join their high-performing team. This role is ideal for a results-driven professional who thrives at the intersection of marketing, business development, and private investments.

The Strategic Growth Director will play a pivotal role in expanding the firm’s client base and supporting capital-raising initiatives for its Alternative Private Investments (API) platform. By identifying, engaging, and qualifying prospective clients and investors, you will convert early-stage interest into warm, actionable opportunities for the firm’s Wealth Advisors and API team.

Key Responsibilities

• Client & Prospect Sourcing: Proactively identify potential wealth management clients through targeted outreach, strategic events, and referral networks
• Build engagement through personalized communication via email, phone, and LinkedIn
• Assess prospect fit based on asset thresholds, timing, and service alignment
• Maintain accurate, up-to-date, and actionable CRM records
• Partner closely with Wealth Advisors to ensure smooth and effective handoffs
• Collaborate with Marketing to refine campaigns, calls-to-action, and lead targeting strategies
• Connect with individuals and institutions aligned with the firm’s private investment strategies
• Share educational materials to nurture interest and move prospects toward commitment
• Maintain a robust investor pipeline in the CRM, documenting all interactions
• Coordinate discovery and closing conversations for the API team
• Support webinars, investor briefings, and other events by driving attendance and following up with attendees
• Assist in creating investor pitch decks and onboarding documentation in partnership with Marketing and Compliance

Collaboration, Process & Results

• Track outreach activity, conversion rates, and pipeline performance on a weekly basis
• Recommend enhancements to sourcing processes and outreach strategies
• Ensure alignment and communication between marketing, business development, and investment teams

Qualifications & Experience

• 3–7 years of experience in business development, outbound sales, investor relations, or lead generation
• Proven track record of sourcing and qualifying opportunities within wealth management or investment services
• Knowledge of the RIA model and alternative/private investment offerings
• CRM proficiency (Salesforce, HubSpot, or SmartOffice preferred) and commitment to data discipline
• Excellent communication skills, with confidence in initiating conversations and handling objections
• Highly organized, self-motivated, and accountable to activity and conversion goals
• Ability to travel for meetings, conferences, and events as needed
• Familiarity with the EOS operating model is a plus
• Strong team player able to collaborate across departments

Compensation is dependent on experience and includes:

• Base Salary – Competitive fixed compensation reflective of experience and qualifications
• Performance Bonus – Annual incentive tied to business development results and strategic growth metrics
• Long-Term Incentives (LTI) – Equity or restricted shares designed to reward long-term contribution and firm growth

About MPG

Madison Professional Group (MPG) is a third-party recruiting partner and equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.

Seniority level

• Director

Employment type

• Full-time

Job function

• Business Development and Sales

Industries

• Financial Services and Investment Management