Vice President, Investor Success

2 weeks ago

Atlanta, United States BIP Ventures Full time
Job DescriptionJob Description

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

    1 week ago

    Atlanta, United States BIP Ventures Full time

    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...

  • Vice President, Investor Success

    2 weeks ago

    Atlanta, United States The Ladders Full time

    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...

  • Vice President of Investor Relations

    20 hours ago

    Atlanta, United States The Hiring Advisors Full time

    We have been retained by a Publicly Traded Real Estate Developer with operations throughout the U.S. to help build out their Investor Relations (IR) team starting with a Vice President of IR. The VP of IR will manage strategic communications to attract investors and access capital. The ideal candidate will have excellent presentation skills coupled with a...

  • Vice President of Investor Relations

    3 weeks ago

    Atlanta, United States Augustine Talent Group Full time

    ABOUT OUR CLIENT Our client is a vertically integrated investment management firm that invests within the premium-branded (Marriott, Hilton, IHG, Hyatt) hotel space, specifically focusing on limited and select-service hotels. In addition to acquiring hotels, they have originated or acquired $3.6bn of hotel debt through their lending arm, completed 50...

  • Vice President of Investor Relations

    4 weeks ago

    Atlanta, United States Augustine Talent Group Full time

    ABOUT OUR CLIENTOur client is a vertically integrated investment management firm that invests within the premium-branded (Marriott, Hilton, IHG, Hyatt) hotel space, specifically focusing on limited and select-service hotels. In addition to acquiring hotels, they have originated or acquired $3.6bn of hotel debt through their lending arm, completed 50...

  • Vice President of Investor Relations

    4 weeks ago

    Atlanta, United States Augustine Talent Group Full time

    ABOUT OUR CLIENTOur client is a vertically integrated investment management firm that invests within the premium-branded (Marriott, Hilton, IHG, Hyatt) hotel space, specifically focusing on limited and select-service hotels. In addition to acquiring hotels, they have originated or acquired $3.6bn of hotel debt through their lending arm, completed 50...

  • Vice President of Asset Management

    4 weeks ago

    Atlanta, United States Selby Jennings Full time

    Title: Vice President of Asset Management Location: Atlanta, Georgia Schedule: 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

    4 weeks ago

    Atlanta, Georgia, United States Eastdil Secured Full time

    Eastdil Secured is the largest independent commercial real estate investment bank in the world, by volume, with nearly $3 trillion in completed transactions over the past 15 years. We uniquely combine commercial real estate and capital markets expertise to provide clients with advisory services and investment strategies for all major markets, transaction...

  • Vice President

    4 weeks ago

    Atlanta, United States Eastdil Secured Full time

    Eastdil Secured is the largest independent commercial real estate investment bank in the world, by volume, with nearly $3 trillion in completed transactions over the past 15 years. We uniquely combine commercial real estate and capital markets expertise to provide clients with advisory services and investment strategies for all major markets, transaction...

  • Vice President

    4 weeks ago

    Atlanta, United States Eastdil Secured Full time

    Eastdil Secured is the largest independent commercial real estate investment bank in the world, by volume, with nearly $3 trillion in completed transactions over the past 15 years. We uniquely combine commercial real estate and capital markets expertise to provide clients with advisory services and investment strategies for all major markets, transaction...

  • Vice President

    3 weeks ago

    Atlanta, United States Jamestown Management Corporation Full time

    Job 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

    3 weeks ago

    Atlanta, United States InTown Suites Full time

    InTown Suites, a leading player in the extended stay accommodations industry with 196 hotels across 22 states, is seeking a dynamic and experienced Vice President of Operations to lead our operational strategy. As the Vice President of Operations, you will play a pivotal role in shaping our company's future, fostering an environment of growth, efficiency,...

  • Vice President of Operations

    3 weeks ago

    Atlanta, United States InTown Suites Full time

    InTown Suites, a leading player in the extended stay accommodations industry with 196 hotels across 22 states, is seeking a dynamic and experienced Vice President of Operations to lead our operational strategy. As the Vice President of Operations, you will play a pivotal role in shaping our company's future, fostering an environment of growth, efficiency,...

  • Vice President of Business Development

    1 month ago

    Atlanta, United States Tioga Capital, LLC Full time

    About Tioga Capital, LLC (“Tioga”) is a private investment firm based in Atlanta, GA that takes an opportunistic approach to investing across the real estate capital structure. Tioga Capital has invested over $400 million throughout the real estate capital structure, primarily in the Sun Belt region. Past and present investments include the following...

  • Vice President of Business Development

    3 weeks ago

    Atlanta, United States Tioga Capital, LLC Full time

    About Tioga Capital, LLC (“Tioga”) is a private investment firm based in Atlanta, GA that takes an opportunistic approach to investing across the real estate capital structure. Tioga Capital has invested over $400 million throughout the real estate capital structure, primarily in the Sun Belt region. Past and present investments include the following...

  • Vice President, Healthcare

    3 months ago

    Atlanta, United States Jones Lange Lasalle, Inc. Full time

    Strategy & leadership As a Vice President at JLL, you will be directly responsible for generating, leading, and delivering challenging projects. Your priorities will lie in leveraging your network and focusing on clients priorities while managing co Healthcare, Vice President, Health, President, Project Management, Operations, Property Management

  • Private Equity Vice President

    3 weeks ago

    Atlanta, United States Selby Jennings Full time

    About the Firm: A leading private equity firm specializing in transformative investments in middle-market companies. They focus on creating value and driving growth across various industries including technology, industrials, and financial services, leveraging their extensive network and deep sector expertise. Their team is composed of seasoned professionals...

  • Vice President, Healthcare

    1 month ago

    Atlanta, United States JLL Full time

    JLL supports the Whole You, personally and professionally. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology to our clients. We are committed to hiring the best, most talented people in our industry; and we support them through professional growth, flexibility, and...

  • Vice President, Healthcare Construction

    2 weeks ago

    Atlanta, United States myGwork - LGBTQ+ Business Community Full time

    What this job involves Strategy & leadership As a Vice President at JLL, you will be directly responsible for generating, leading, and delivering challenging projects. Your priorities will lie in leveraging your network and focusing on clients' priorities while managing complex projects in multiple sectors, types, and sizes. Being forward thinking and...

  • Vice President of Marketing

    1 month ago

    Atlanta, United States Jooble Full time

    We are promoting this job opportunity as provided by a third party, the employer. In case of your interest in this job opportunity and for more details please click on “Apply” button below, which will take you to the employer’s website Vice President of Marketing About The Company Leading manufacturer of coffee products, dietary supplements & flavored...