UHNW Investor Relations & Business Development Associate

Virtera Partners; Pepper Pike (OH); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Salaried position with benefits

Meaningful discretionary bonus

Job summary

A boutique investment management firm is seeking a Business Development Associate to identify and qualify investors, manage investor outreach, and maintain a CRM pipeline. The ideal candidate will possess exceptional charisma, communication skills, and 3+ years of relevant experience. This full-time role, based in Pepper Pike, Ohio, offers flexibility for hybrid work and includes a meaningful bonus.

Qualifications

• Exceptional charisma and interpersonal skills; talented at presenting and networking with sophisticated investors.
• Naturally likable, magnetic presence; people trust and enjoy interacting with you.
• Highly organized and proactive; anticipates needs before being asked.

Responsibilities

• Identify and qualify prospective investors and facilitate introductions.
• Personally meet with prospects to communicate the firm’s value.
• Build and maintain an active CRM pipeline.

Skills

Exceptional charisma and interpersonal skills

Highly organized and proactive

Outstanding communicator

Professional polish appropriate for UHNW investors

3+ years’ experience in private wealth or investment fundraising

Job description

A boutique investment management firm is seeking a Business Development Associate to identify and qualify investors, manage investor outreach, and maintain a CRM pipeline. The ideal candidate will possess exceptional charisma, communication skills, and 3+ years of relevant experience. This full-time role, based in Pepper Pike, Ohio, offers flexibility for hybrid work and includes a meaningful bonus.