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Vice President, Investor Success
2 months 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
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