Investor Relations Executive – Wealth Management

Neil Jesani Wealth Management, LLC; Florida; Hybrid; USD 70,000 - 100,000; Full time

Job summary

Neil Jesani Wealth Management, LLC is seeking two Investor Relations Professionals to join our elite business development team in the Miami area. This front-line, relationship-driven role focuses on introducing our value proposition to prospective clients and nurturing relationships through high-touch outreach, events, and one-on-one interactions.

You will work closely with senior wealth advisors to ensure an exceptional first impression and smooth onboarding for new high-net-worth clients.

Qualifications

• 4+ years in a client-facing role, ideally in financial services, luxury real estate, hospitality, or concierge-style business development.
• Excellent communication and presentation skills.
• Comfortable engaging with high-net-worth individuals and C-suite professionals.
• Based in the Miami/Sunrise area with a hybrid in-office schedule.

Responsibilities

• Act as a trusted, professional ambassador of Neil Jesani Wealth Management.
• Initiate contact with qualified prospects via strategic outreach and referrals.
• Host and attend networking events, client dinners, and professional mixers in the Miami area.
• Coordinate meetings and follow-ups between prospects and advisory teams.
• Assist in developing marketing touchpoints and client communications.
• Maintain accurate records in CRM and support client pipeline movement.

Skills

Client-facing experience

Excellent communication

Professional presentation

High-net-worth engagement

Tools

CRM software

Job description

Neil Jesani Wealth Management, LLC is seeking two Investor Relations Professionals to join our elite business development team in the Miami area. This front-line, relationship-driven role focuses on introducing our value proposition to prospective clients and nurturing relationships through high-touch outreach, events, and one-on-one interactions.

You will work closely with senior wealth advisors to ensure an exceptional first impression and smooth onboarding for new high-net-worth clients.