Vice President, Investor Success
3 weeks ago
Reporting to the COO, the role requires a mix of interpersonal and analytical skills. As a Vice President, you will be charged with leading the Investor Success team while also engaged in Customer Success, Investor Relations, and New Investment Support. Across these functions, you will be expected to do the following:
Leadership and Management
- Understand overarching firm goals and the role the Investor Success team plays in achieving them
- Create appropriate strategy, framework, and tactics to support the firm’s goals while instilling investor confidence in the company’s ability to deliver value through its investment products
- Manage and develop team members on the Investor Success team
New Investment Support
- Manage the creation of new funds and investment vehicles, working with registered partners to platform assets
- Work with alternative asset custodian(s) to:
- Approve new entities on their platform
- Facilitate capital calls of existing entities
- Be the primary point of contact for receipt and review of new investor subscription packages, including providing support for advisor or investor inquiries
- Maintain internal information systems on investor status and monies raised/received
Investor Relations
- Partner with clients of BIP Capital (including but not limited to BIP Ventures and LAGO), supporting them as they navigate subscription docs and other aspects of investing
- Assist with the quarterly reporting process
- Assist with various investor documentation, including transfers, custodian changes, demographic updates, etc.
- Be the primary point of contact for investor inquiries and concerns
Customer Success
- Develop and maintain relationships with current and new advisors and advisory firms
- Collaborate with the Marketing team to develop strategies for expanding the client base and increasing the number of advisory firms
- Identify and cultivate relationships with potential investors, including high-net-worth individuals, family offices, institutional investors, and corporate partners
- Identify and implement new processes and procedures that enhance client experience
Requirements
Education and Experience
- BS or BA Required
- Candidates should have 8+ years of prior work experience in a relationship management or client service role
- Experience in the financial services industry preferred
Knowledge, Skills, and Abilities
- Excellent verbal and written communication and interpersonal skills
- Proven management of relationships outside of the company
- Results-oriented with attention to detail
- Ability to prioritize and manage different projects and tasks simultaneously to meet deadlines
- Demonstrated ability to thrive in an entrepreneurial environment, working both independently and in teams
- Proficiency with Microsoft Excel and other Microsoft Office products
- Willingness to learn proprietary technology systems and form a partnership to constantly improve it
Traits of Success
- Drive to succeed complemented by empathy, curiosity, and humbleness
- Self-starter with strong work ethic and uncompromising personal integrity
- Effective, versatile, and action-oriented when it comes to problem-solving
- Passion for early-stage startups and technology trends
Benefits
Top-quartile short- and long-term compensation for high-performing individuals
-
Vice President, Investor Success
2 months ago
Atlanta, United States BIP Ventures Full timeJob DescriptionJob DescriptionReporting to the COO, the role requires a mix of interpersonal and analytical skills. As a Vice President, you will be charged with leading the Investor Success team while also engaged in Customer Success, Investor Relations, and New Investment Support. Across these functions, you will be expected to do the following: Leadership...
-
Atlanta, Georgia, United States ECI Management LLC Full timeVice President of Investor Engagement and Capital StrategyECI Management LLC is in search of a Vice President of Investor Engagement and Capital Strategy to enhance our team. This role will be pivotal in propelling the Company's growth by formulating and implementing plans for capital acquisition and fostering strong connections with our investors.About ECI...
-
Senior Vice President of Investor Engagement
2 weeks ago
Atlanta, Georgia, United States BIP Ventures Full timePosition OverviewAs the Senior Vice President at BIP Ventures, you will spearhead the Investor Engagement division, focusing on Client Success, Investor Relations, and Support for New Investments. Your key responsibilities will encompass:Leadership and OversightComprehend organizational objectives and the significance of the Investor Engagement...
-
Vice President of Asset Management
2 months ago
Atlanta, United States Selby Jennings Full timeTitle: Vice President of Asset ManagementLocation: Atlanta, GeorgiaSchedule: Full Time In-Office A premier real estate asset management firm in Atlanta, Georgia is searching for a Vice President of Asset Management. This client has completed $10B+ in transactions within the past two decades and works across multiple property types including industrial,...
-
Vice President of Asset Management
4 weeks ago
Atlanta, Georgia, United States Selby Jennings Full timeTitle: Vice President of Asset ManagementLocation: Atlanta, GeorgiaSchedule: Full Time In-Office A premier real estate asset management firm in Atlanta, Georgia is searching for a Vice President of Asset Management. This client has completed $10B+ in transactions within the past two decades and works across multiple property types including industrial,...
-
Vice President of Operations
6 days ago
Atlanta, Georgia, United States eLink Recruiting Solutions, Inc. Full timeJob OverviewWe are in search of a Vice President of Operations in the Restaurants and Hospitality sector to steer our organization towards success. This role involves the formulation and implementation of the company's strategic vision.Key Responsibilities:Establish the strategic vision and direction for the companyFoster and cultivate the organizational...
-
Private Equity Vice President
4 weeks ago
Atlanta, United States Selby Jennings Full timeAn Atlanta-based Private Equity firm is seeking a Private Equity Vice President to join their team. The firm is industry agnostic, so this opportunity provides great exposure to many industries including business services, consumer, industrial and manufacturing. As the Vice President, you will play a pivotal role in our investment strategy and execution. You...
-
Atlanta, Georgia, United States Selby Jennings Full timePosition: Vice President of Asset ManagementLocation: Atlanta, GeorgiaWork Arrangement: Full Time In-OfficeA distinguished real estate asset management firm located in Atlanta, Georgia is seeking a Vice President of Asset Management. This organization has successfully executed over $10 billion in transactions over the last twenty years, engaging in various...
-
Vice President of Operations
2 weeks ago
Atlanta, Georgia, United States Chamberlain Advisors Full timePosition: Vice President of Operations for a Private Equity-Backed Professional Services FirmReports To: Chief Executive OfficerLocation: United States - Fully Remote with a willingness to travel 50% - 75%Travel Requirements: Travel within North America is essential based on business needs. Initial travel may average around 50%, with potential increases to...
-
Vice President, Customer Success
3 weeks ago
Atlanta, United States Tricentis GmbH Full timeVice President of Customer Success is an experienced Customer Success leader who is responsible for bringing a strategic vision and innovative approach in leading critical customer success initiatives at Tricentis. Reporting to the Chief Customer Officer and part of the e-Staff, the Vice President of Customer Success plays a key role in driving product...
-
Senior Vice President of Client Success
2 weeks ago
Atlanta, Georgia, United States Florence Full timeJoin Florence Healthcare, Inc. as the Senior Vice President (SVP) of Client Success.Florence Healthcare, Inc. is dedicated to enhancing medical research and facilitating the delivery of innovative treatments to those in need. The company collaborates with research institutions, sponsors, and Contract Research Organizations (CROs) globally to optimize...
-
Vice President of Finance
2 weeks ago
Atlanta, Georgia, United States eLink Recruiting Solutions, Inc. Full timeJob OverviewWe are in search of a Vice President of Finance within the Restaurant and Hospitality sector to steer our financial strategy and operations. This role is pivotal in shaping the financial direction of our organization.Key Responsibilities:Establish and implement the financial strategy for the organizationFoster and cultivate a strong...
-
Executive Vice President, Strategic Growth
18 hours ago
Atlanta, Indiana, United States RiteSys Automation Full timeAbout UsRiteSys Automation is a pioneering AI solutions and strategy consulting firm dedicated to driving client business growth through the automation of marketing operations.About Role**Executive Vice President, Strategic Growth**As a senior M&A leader in the company, you will play a critical role in our executive leadership team with a primary focus on...
-
Vice President
3 months ago
Atlanta, United States Jamestown Management Corporation Full timeJob DescriptionJob DescriptionJOB SUMMARY:We are in search of a seasoned Vice President of Fund Management with a strategic, big-picture approach. The successful candidate will jointly lead the team, supervising the analysis of our real estate investment portfolios and separate accounts. Key responsibilities include ensuring timely preparation and...
-
Vice President of Operations
2 weeks ago
Atlanta, Georgia, United States Summit Management Partners Full timeJoin Our Team as the Vice President of Operations Are you ready to take on a pivotal role in a dynamic and rapidly expanding property management firm known for its exceptional workplace culture? Do you possess specialized knowledge that you wish to apply with innovation and enthusiasm on a daily basis? We are seeking a Vice President of Operations to...
-
Vice President, Multifamily Asset Management
3 weeks ago
Atlanta, United States Starwood Capital Group Full timeVice President, Multifamily Asset Management will drive results through creative and active management of their portfolio. The position enjoys a high degree of visibility with the SCG executive management team. This Vice President will be a key member of the team responsible for the asset management of a large market-rate portfolio located throughout the US,...
-
Investor Relations Senior Director
1 month ago
Atlanta, Georgia, United States The Coca-Cola Company Full timeJOB DESCRIPTION - SENIOR DIRECTOR, INVESTOR RELATIONSTITLE: Senior Director, Investor Relations GRADE: 13HIRING MANAGER: Robin Halpern, Vice President, Investor RelationsLOCATION: AtlantaRELOCATION: YesWork Experience: Min. 10 yearsEducation: BS Accounting/Finance at minimum. CPA, CFA or MBA preferred.Travel: 30%Primary ResponsibilityReporting to the Vice...
-
Investor Relations Senior Director
1 month ago
Atlanta, United States The Coca-Cola Company Full timeJOB DESCRIPTION - SENIOR DIRECTOR, INVESTOR RELATIONSTITLE: Senior Director, Investor Relations GRADE: 13HIRING MANAGER: Robin Halpern, Vice President, Investor RelationsLOCATION: AtlantaRELOCATION: YesWork Experience: Min. 10 yearsEducation: BS Accounting/Finance at minimum. CPA, CFA or MBA preferred.Travel: 30%Primary ResponsibilityReporting to...
-
Vice President
4 weeks ago
Atlanta, Georgia, United States The Ladders Full timeJOB Summary:We are in search of a seasoned Vice President of Fund Management with a strategic, big-picture approach. The successful candidate will jointly lead the team, supervising the analysis of our real estate investment portfolios and separate accounts. Key responsibilities include ensuring timely preparation and maintenance of investor reports,...
-
Vice President, Multifamily Asset Management
1 week ago
Atlanta, United States Starwood Capital Group Full timeDescription Vice President, Multifamily Asset Management will drive results through creative and active management of their portfolio. The position that will enjoy a high degree of visibility with the SCG executive management team. This Vice President will be a key member of the team responsible for the asset management of a large market-rate portfolio...