Current jobs related to Vice President, Investor Success - Atlanta - The Ladders


  • Atlanta, Georgia, United States eLink Recruiting Solutions, Inc. Full time

    Job 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...


  • Atlanta, Georgia, United States Selby Jennings Full time

    Position: 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...


  • Atlanta, United States Tricentis GmbH Full time

    Vice 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...


  • Atlanta, Georgia, United States eLink Recruiting Solutions, Inc. Full time

    Job 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...


  • Atlanta, Georgia, United States Florence Full time

    Join 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...


  • Atlanta, Indiana, United States RiteSys Automation Full time

    About 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...


  • Atlanta, Georgia, United States BH Management Services, LLC Full time

    Job Title: Area Vice President Build to RentAt BH Management Services, LLC, we are seeking an experienced Area Vice President to lead our Build to Rent operations. This role will be responsible for managing, directing, and developing our single-family and build-to-rent assets.Key Responsibilities:Prepare and manage annual budgets and financials for each...


  • Atlanta, United States Jobot Full time

    Job DescriptionJob DescriptionSeeking a Treasury Leader for a fast-growing firm in downtown Atlanta!This Jobot Job is hosted by: Kellie HatcherAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $180,000 - $210,000 per yearA bit about us:Join our esteemed company, a cornerstone of the infrastructure improvement...


  • Atlanta, Georgia, United States Summit Management Partners Full time

    Join 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...


  • Atlanta, United States Starwood Capital Group Full time

    Vice 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,...


  • Atlanta, United States Starwood Capital Group Full time

    Vice 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,...


  • Atlanta, Georgia, United States Asset Living Full time

    Senior Vice President, Business DevelopmentAsset Living is seeking a seasoned Senior Vice President, Business Development to drive revenue growth and market expansion for our dedicated region. As a key member of our leadership team, you will play a critical role in developing and implementing comprehensive business development strategies to capitalize on...


  • Atlanta, Georgia, United States Landmark Properties Full time

    Job Title: Vice PresidentThe Vice President will oversee the entire spectrum of asset management for a growing portfolio of new development/construction deals as well as manage new lease ups and existing, stabilized assets within the portfolio.Key Responsibilities:Monitor the construction, lease-up, compliance, and on-going management for a portfolio of...


  • Atlanta, United States Starwood Capital Group Full time

    Description 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...


  • Atlanta, Georgia, United States augmentjobs Full time

    Job OverviewThe Vice President of Investment Management at Augmentjobs will play a pivotal role in directing the organization's investment management functions. This position encompasses strategic oversight and enhancement of investment portfolios, ensuring that fund strategies are in harmony with the broader business goals. The Vice President will also...


  • Atlanta, Georgia, United States Landmark Properties Full time

    Job Overview The Senior Vice President of Asset Management will be responsible for the comprehensive management of assets within a diverse portfolio that includes new developments and ongoing construction projects, as well as overseeing lease-up processes and the management of stabilized properties. Reporting Structure: This position reports directly to the...


  • Atlanta, United States Careerbuilder-US Full time

    Our client, a leading manufacturing organization, islooking for a Vice President of Finance and Accounting who will driveefficiency improvements along the whole value chain based on a soundunderstanding of all business processes. The successful candidate will provideleadership and coordination of all company financial decisions and product lineanalysis,...


  • Atlanta, Georgia, United States Careerbuilder-US Full time

    Vice President of Finance and AccountingOur client, a prominent player in the manufacturing sector, is seeking a Vice President of Finance and Accounting to spearhead efficiency enhancements throughout the operational framework. The successful candidate will oversee all fiscal decisions, guarantee the precision of financial reporting, and serve as a key...


  • Atlanta, Georgia, United States BH Management Services, LLC Full time

    Job SummaryWe are seeking a highly skilled and experienced Area Vice President to join our team at BH Management Services, LLC. As a key member of our leadership team, you will be responsible for effectively managing and directing our single-family and build-to-rent assets.Key ResponsibilitiesDevelop and implement business strategies to drive growth and...


  • Atlanta, Georgia, United States Careerbuilder-US Full time

    Vice President of Finance and AccountingOur client, a prominent player in the manufacturing sector, is seeking a Vice President of Finance and Accounting to spearhead initiatives aimed at enhancing operational efficiencies throughout the organization. The successful candidate will be responsible for overseeing all financial strategies, ensuring the precision...

Vice President, Investor Success

3 months 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 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