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Vantagens oferecidas por esta oferta de emprego
Competitive base salary
Annual performance bonus
Long-Term Incentives (Equity or restricted shares)
Resumo da oferta
A well-established Registered Investment Advisor is seeking a Director of Investor Relations and Growth Strategy in Houston, TX. This role involves identifying and engaging prospective clients, maintaining CRM records, and collaborating with teams to enhance business development efforts. Candidates should have 3–7 years of experience in related fields and strong communication skills. Competitive salary and performance bonuses offered.
Qualificações
3–7 years of experience in business development, outbound sales, or investor relations.
Proven track record in wealth management or investment services.
Excellent communication skills for initiating conversations.
Responsabilidades
Identify potential wealth management clients through outreach.
Maintain accurate CRM records of interactions.
Collaborate with Marketing on campaigns and lead strategies.
Conhecimentos
Business development
Investor relations
Lead generation
Communication skills
CRM proficiency
Organizational skills
Ferramentas
Salesforce
HubSpot
SmartOffice
Descrição da oferta de emprego
A well-established Registered Investment Advisor is seeking a Director of Investor Relations and Growth Strategy in Houston, TX. This role involves identifying and engaging prospective clients, maintaining CRM records, and collaborating with teams to enhance business development efforts. Candidates should have 3–7 years of experience in related fields and strong communication skills. Competitive salary and performance bonuses offered.
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