Investor Experience & Automation Specialist

Better Tomorrow Ventures; San Francisco (CA); Hybrid; USD 110,000 - 140,000; Full time

Job summary

USVC seeks an Investor Services Specialist to own the self-directed investor experience across channels, supporting every retail investor who places capital in through the fund.

The role involves email/phone support, onboarding, compliance intake, and building self-serve content, with CRM stewardship and collaboration with Compliance and Product teams. Based in SF/NYC, it offers a base around $125,000+ with equity and benefits.

Qualifications

• Clear, precise written communication; you are the voice of USVC to investors and internally.
• High attention to detail and low tolerance for poor investor experiences.
• 1–3 years running investor or customer support operations at a retail investment platform, transfer agent, fund servicer, or consumer fintech, in a regulated environment.
• Track record turning repeat support volume into systems (FAQs, macros, automations).
• Actively applying AI to build leverage

Responsibilities

• Own email support for all self-directed investors across mediums (email, phone)
• Run investor onboarding support, including supporting compliance intake escalations
• Build and maintain agentic systems, automations and self-serve content (FAQs, help center)
• Manage investor communications re: tender offer notices, NAV/statement questions, tax-season (1099) support
• Maintain CRM and investor-record accuracy
• Feed recurring investor issues back to Product, Compliance, and Marketing
• Coordinate with Compliance on approval of investor-facing communication templates
• Coordinate with the fund administrator and custodian on statement, NAV, and settlement questions investors raise

Skills

Written communication

Attention to detail

Investor support experience

Process automation

AI tooling

Job description

USVC seeks an Investor Services Specialist to own the self-directed investor experience across channels, supporting every retail investor who places capital in through the fund.

The role involves email/phone support, onboarding, compliance intake, and building self-serve content, with CRM stewardship and collaboration with Compliance and Product teams. Based in SF/NYC, it offers a base around $125,000+ with equity and benefits.