Investor Relations Associate

Equiton

Dallas (TX)

On-site

USD 70,000 - 105,000

Full time

22 hours ago
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Benefits offered by this job

Competitive base salary
Performance-based incentives
Generous PTO and paid holidays

Job summary

Equiton in Dallas is expanding into the U.S. market and seeks an Investor Relations Associate to support capital raising on a DTC investor platform.

This highly sales-focused role engages individual investors, converts inbound interest, and closes capital commitments into private real estate opportunities. Reporting to the Director of Investor Relations, you will manage a high-velocity pipeline, articulate fund strategy and risk, and collaborate with Marketing and internal teams to scale the US

Qualifications

  • 3+ years in direct-to-consumer sales, investment sales, or high-performance sales environments.
  • Proven ability to close, with a track record of consistently hitting or exceeding revenue targets.
  • Experience selling investment products, real estate, or alternative investments to individual investors is a strong asset.
  • Comfortable managing a high-velocity sales pipeline with disciplined follow-up.
  • Strong communication and influencing skills, with the ability to simplify complex investment concepts.
  • Entrepreneurial mindset with a “roll up your sleeves” approach.
  • U.S. securities licensing (e.g., Series 7, 63, or 82) preferred or willingness to obtain.

Responsibilities

  • Engage directly with prospective investors (primarily inbound and warm leads) to present investment opportunities and close capital commitments.
  • Clearly articulate fund strategy, returns, and risk profile in a way that resonates with individual investors.
  • Guide investors through the full lifecycle, from initial interest to onboarding and repeat investment.
  • Own and actively manage a high-volume pipeline of investor leads.
  • Consistently follow up, nurture relationships, and drive conversion.
  • Track activity, conversion rates, and sales performance through CRM systems.
  • Build long-term relationships with investors to drive repeat investment and referrals.
  • Deliver a high-touch, responsive, and professional investor experience.
  • Provide feedback on sales processes, scripts, and investor engagement strategies.
  • Partner with Marketing to support lead conversion and campaign effectiveness.
  • Collaborate with internal teams to support the growth of the U.S. investor platform.

Skills

Direct-to-consumer sales
Investment sales
High-velocity pipeline
Strong communication
Entrepreneurial mindset
Series 7/63/82 licensing

Tools

CRM systems

Job description

Equiton is expanding into the U.S. market and is seeking a high-performing Investor Relations Associate to support capital raising through a direct-to-consumer (DTC) investor platform.

This is a highly sales-focused, revenue-generating role centered on engaging directly with individual investors, converting inbound interest, and closing capital commitments into private real estate investment opportunities.

Reporting to the Director, Investor Relations, this role is ideal for a driven individual contributor who thrives in a fast-paced environment and is motivated by building relationships, managing a strong pipeline, and consistently delivering results.

Key Responsibilities
  • Engage directly with prospective investors (primarily inbound and warm leads) to present investment opportunities and close capital commitments
  • Clearly articulate fund strategy, returns, and risk profile in a way that resonates with individual investors
  • Guide investors through the full lifecycle, from initial interest to onboarding and repeat investment
  • Own and actively manage a high-volume pipeline of investor leads
  • Consistently follow up, nurture relationships, and drive conversion
  • Track activity, conversion rates, and sales performance through CRM systems
Relationship Management
  • Build long-term relationships with investors to drive repeat investment and referrals
  • Deliver a high-touch, responsive, and professional investor experience
Platform Contribution
  • Provide feedback on sales processes, scripts, and investor engagement strategies
  • Partner with Marketing to support lead conversion and campaign effectiveness
  • Collaborate with internal teams to support the growth of the U.S. investor platform
What You Bring:
  • 3+ years of experience in direct-to-consumer sales, investment sales, or high-performance sales environments
  • Proven ability to close, with a track record of consistently hitting or exceeding revenue targets
  • Experience selling investment products, real estate, or alternative investments to individual investors is a strong asset
  • Comfortable managing a high-velocity sales pipeline with disciplined follow-up
  • Strong communication and influencing skills, with the ability to simplify complex investment concepts
  • Entrepreneurial mindset with a “roll up your sleeves” approach
  • U.S. securities licensing (e.g., Series 7, 63, or 82) preferred or willingness to obtain
What We Offer
  • Competitive base salary, performance-based incentives and benefits
  • Generous PTO and paid holidays
  • Opportunity to work on high-value real estate investment strategies
  • Exposure to fund structuring, portfolio growth, and US market expansion
  • A fast-paced, entrepreneurial environment with direct access to executive leadership
  • The opportunity to help build and scale a growing US platform
About Us

Founded in 2015, Equiton is a leading private real estate firm whose goal is to provide investors with hands-off solutions to grow their wealth. These solutions are built on decades of expertise across a full spectrum of high-quality real estate assets. This includes multifamily rentals, commercial properties, real estate development, and private lending.

Over the past decade, our 250+ professionals across a range of disciplines have supported the growth of our diversified solutions, creating more opportunities for our clients and partners. Collaboration, innovation, and a commitment to excellence define our culture, and our people are the driving force behind our success.

Follow us on LinkedIn | Explore #LifeAtEquiton

Why Equiton?

We’re proud of a culture built on integrity, accountability, and innovation. Our team members are empowered to take initiative, think independently, and grow both personally and professionally. Transparency and strong governance are central to how we operate, giving our stakeholders confidence in the way we manage and report on our diverse real estate portfolio.

Creating an Environment of Respect and Opportunity

Equiton is an equal opportunity employer. All employment decisions, including hiring, promotion, discipline, and termination, are made based on merit, performance, and business needs. We do not discriminate based on race, color, religion, sex, gender identity or expression, sexual orientation, age, national origin, ancestry, disability, veteran status, or any other characteristic protected by law. We are committed to fostering a diverse, inclusive, and accessible workplace where all team members feel valued and supported. If you require accommodation during the hiring process, please let us know. We’re happy to assist.

Only those selected for an interview will be contacted.

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