Investor Outreach Associate (Part-Time)

Lone Tree Companies

Spanish Fork (UT)

On-site

USD 33,000 - 36,000

Part time

8 days ago

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Job summary

Lone Tree Capital Partners, a Utah-based real estate investment and development firm, seeks an Investor Outreach Associate to join the Spanish Fork team. This part-time role focuses on outbound calls and emails to family offices, wealth managers, and professional practices, aiming to schedule introductory meetings for leadership.

You will not pitch or sell investments; instead you’ll open doors, start conversations, and connect the right contacts with our team.

Qualifications

  • Previous experience in outbound sales, inside sales, appointment setting, or lead generation.
  • Comfortable making calls, starting conversations, and following up with prospective contacts.
  • Confident and professional communication skills.
  • Organized, dependable, and able to stay motivated.
  • Interest in real estate, investing, or finance is a plus, but not required.
  • Available to work in person in our Spanish Fork office during weekday business hours.

Responsibilities

  • Research and build lists of potential contacts, including family offices, wealth managers, and professional practices.
  • Make outbound calls and send follow-up emails to introduce Lone Tree.
  • Schedule and confirm introductory meetings and presentations for our leadership team.
  • Help grow our investor newsletter and first-look contact list.
  • Keep contact information and outreach activity organized in our CRM.
  • Track weekly activity, including calls, conversations, and meetings scheduled.

Skills

Outbound sales
Inside sales
Appointment setting
Lead generation
Communication

Job description

About Lone Tree Capital Partners

Schedule: 20–30 hours per week, weekdays

Compensation: $24–$26 per hour, depending on experience

Investor Outreach Associate (Part-Time)

Location: Spanish Fork, Utah (In Person)

Schedule: 20–30 hours per week, weekdays

Compensation: $24–$26 per hour, depending on experience

About Lone Tree Capital Partners

Lone Tree Capital Partners is a Utah-based real estate investment and development firm specializing in build-to-rent communities. We take a hands-on approach to our projects, overseeing everything from land acquisition and development to construction and property management.

We work with family offices, private investors, and institutional capital partners to develop and grow long-term real estate investments.

About the Role

We are looking for a motivated, confident, and personable Investor Outreach Associate to join our team in Spanish Fork.

This is a part-time, inside-sales and appointment-setting role focused on introducing Lone Tree to potential investment partners and building relationships with qualified contacts. You will conduct outbound calls and follow-up emails to family offices, wealth managers, professional practices, and other potential contacts, with the goal of scheduling introductory meetings and presentations for our leadership team.

You will not be responsible for pitching or selling investments. Your focus will be opening doors, starting conversations, and getting the right people connected with our team.

Responsibilities
  • Research and build lists of potential contacts, including family offices, wealth managers, and professional practices.
  • Make outbound calls and send follow-up emails to introduce Lone Tree.
  • Schedule and confirm introductory meetings and presentations for our leadership team.
  • Help grow our investor newsletter and first-look contact list.
  • Keep contact information and outreach activity organized in our CRM.
  • Track weekly activity, including calls, conversations, and meetings scheduled.
What We''re Looking For
  • Previous experience in outbound sales, inside sales, appointment setting, or lead generation.
  • Comfortable making calls, starting conversations, and following up with prospective contacts.
  • Confident and professional communication skills.
  • Organized, dependable, and able to stay motivated.
  • Interest in real estate, investing, or finance is a plus, but not required.
  • Available to work in person in our Spanish Fork office during weekday business hours.
What You'll Gain
  • Direct exposure to the leadership team of a growing real estate investment and development company.
  • An opportunity to learn about real estate development and private capital raising.
  • Clear goals, direct feedback, and the opportunity to grow with the company.
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