Investor Concierge

Allied Development; Scottsdale (AZ); In loco; USD 60.000 - 100.000; Tempo pieno

Descrizione del lavoro

Allied Development is seeking an experienced investor relations professional in Scottsdale to drive outreach, coordinate capital activities, and ensure a high-touch investor experience. You will manage communications, scheduling, and documentation while supporting events and ongoing engagement.

The role emphasizes relationship-building, meticulous data management, and cross-functional collaboration to ensure smooth funding and investor satisfaction.

Competenze

• 3+ years in inbound or outbound sales or customer service.
• Strong communication and interpersonal skills.
• Detail-oriented with strong organizational abilities.

Mansioni

• Outreach to prospective investors and follow up on inquiries.
• Schedule and facilitate intro calls; confirm attendance.
• Guide investors through next steps with professionalism.
• Maintain investor records and CRM data updates.

Conoscenze

Investor relations

Sales / customer service

CRM software

Communication

Organization

Formazione

Finance or Business degree (pursuing/recently completed)

Strumenti

CRM systems

Descrizione del lavoro

Core Areas of Responsibility

This role centers around four primary functions:

1. Investor Outreach & Appointment Setting
2. Capital Coordination & Funding Follow-Up
3. Investor Experience & Ongoing Support
4. Investor Administration & Data Management

Key Responsibilities

Investor Outreach & Engagement

• Conduct outbound outreach to prospective investors and follow up on inbound inquiries
• Schedule and facilitate introductory or clarity calls, and confirm appointment attendance
• Guide prospective investors through next steps with professionalism and confidence
• Reconnect with no-shows and dormant prospects
• Support capital closer position to ensure communication with investors are maintained

Capital Coordination & Funding

• Support investors through the subscription and funding process
• Follow up to finalize paperwork and ensure documentation is complete
• Coordinate capital activity including subscriptions, transfers, redemptions, and distributions with outside financial groups as necessary.
• Maintain accuracy in investor records and capital tracking systems

Investor Experience & Relationship Management

• Serve as a primary point of contact for investor communications
• Deliver a white-glove, high-touch experience from commitment through funding
• Respond promptly to investor inquiries, ensuring no question goes unanswered
• Onboard new investors with clarity and professionalism
• Support planning and execution of investor events and engagement initiatives

Administration & Systems

• Maintain and update CRM and investor database
• Track capital activity and investor lifecycle milestones
• Stay current on company offerings and investment structures
• Collaborate cross-functionally to ensure operational excellence
• Daily reporting of appointments, cancellations, etc

This Role Is Ideal For Someone Who:

• Has 3+ years of experience in inbound and outbound sales or customer service
• Demonstrates empathy and patience with those who may struggle with technology
• Is highly organized and detail-oriented
• Communicates with clarity, professionalism, and confidence
• Understands the importance of discretion and investor trust
• Thrives in a fast-paced, growth-oriented environment
• Is comfortable managing both relationship-building and administrative execution

This role offers hands-on exposure to investor communications, capital coordination processes, and client experience within a growing business.

Preferred Qualifications

• Pursuing or recently completed a degree in Finance, Business, or related field
• Strong communication and interpersonal skills
• High attention to detail and organizational ability