Senior Investor Relations
1 day ago
Our client is an asset management firm. They seek a Senior Investor Relations & Marketing Associate to join their Westport, CT office.
Responsibilities
- Administer the distribution of existing marketing collateral and support the strategic development of digital, video, website, and investor-facing materials
- Direct timelines for content production and delivery of monthly, quarterly, and year-end marketing materials and investor communications
- Partner with investment, compliance, sales, and research teams to ensure accuracy and consistency across all marketing materials
- Develop content for email campaigns, presentations, LinkedIn posts, videos, and other communication channels
- Execute virtual and live event processes, including promotion, presentation preparation, technology setup, and onsite support
- Supervise the outside digital marketing contractor relationship, including project management, timelines, and vendor oversight
- Update the firm's due diligence questionnaire and oversee completion of external DDQs on an ad-hoc basis
- Evaluate digital engagement metrics, website traffic, and client interaction data to support sales effectiveness
- Maintain industry databases and CRM systems, ensuring accurate product, firm, and client data while generating reports as needed
- Cultivate relationships with current and prospective investors, managing inbound inquiries, coordinating follow-up, supporting transactions, and assisting with meeting preparation and sales targeting efforts
Requirements
- Bachelor's Degree
- 8-10 years of experience in financial services, marketing, operations, client services, or investor relations
- Understanding of investor solutions and U.S wealth management
- Knowledge of digital content platforms (Canva, Adobe, WordPress, LinkedIn, Google)
- Excellent project management skills and ability to work effectively across teams
- Detail-oriented and highly analytical
- Strong interpersonal skills and professional demeanor
- Series 7 license is a plus
- CRM database experience is required
JobID: 47731
-
Senior Tax Associate
3 days ago
Westport, Connecticut, United States Brewer Morris Full timeSenior Tax Associate – Family OfficeOverviewA prestigious and well-established family office with global operations is seeking aSenior Tax Associateto join its Tax Compliance team. This organization supports a prominent family in managing their investments, philanthropic initiatives, and business ventures. With offices in New York City, Westport,...
-
CNA/RCA Per Diem
2 weeks ago
Westport, Connecticut, United States LCB Senior Living, LLC Full time $30,000 - $50,000 per yearLCB Senior Living is hiring Per Diem CNA's at The Residence at Westport. Apply today for immediate consideration**PER DIEM: WEEKENDS NEEDED**Wage band: $ $22.00 per hour based on years of experienceSUMMARY:Resident Care Associate shall provide for the needs of the elders, including personal care, therapeutic programming, safety and emotional support in a...
-
Loan Servicing Analyst
1 week ago
Westport, Connecticut, United States Lendmarq Full timeCompany Description:Lendmarq is a direct real estate lender providing specialty bridge and term loan products to residential real estate investors throughout the country. Our company is headquartered in Miami, FL with offices in Westport, CT, and NYC.We specialize in providing business-purpose mortgage loans for non-owner-occupied investment properties. We...
-
Cook
2 weeks ago
Westport, Connecticut, United States Convive Brands Full time $16 - $19Le Pain Quotidien means the daily bread. And to us, that means everything. It's much more than mere sustenance; it's a way of life. As our loaves emerge from the ovens, warm and fragrant, friends gather around our communal tables to share in the time-honored tradition of breaking bread. The hum of conversation fills the air, jam is passed around the table,...
-
Program Manager
1 day ago
Westport, Connecticut, United States Bridgewater Associates Full timeAbout Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work — using cutting-edge technology to validate...
-
Business Development Specialist
3 days ago
Westport, Connecticut, United States Apex Healthcare Full timeBusiness Development Specialist – Home Health | Westport, CTJoin a Leader. Drive Growth. Make an Impact.Are you a seasoned business development professional with a strong track record in the home health or senior care space? Do you thrive on building relationships and turning referrals into results? We are seeking a dynamic, relationship-driven Business...
-
Senior Test Prep Instructor
2 days ago
Westport, Connecticut, United States Freudigman & Billings LLC Full timeThis is not a remote position. All work with students is performed at our center in Westport, CTWhat We Do Our fundamental belief at Freudigman & Billings is that children learn best in the context of supportive relationships. We are committed to helping students better understand how they learn and how they can take ownership of that learning. Our team...
-
Exercise Physiologist
1 day ago
Westport, Connecticut, United States Hartford HealthCare Full timeLocation Detail: 300 Post Road West Wstprt Shift Detail: Westport Office is open 7am-7pm Monday through Thursday, 7am-330pm Friday. Hours for position variable based on patient needs.Work where every moment matters. Every day, more than 40,000 Hartford HealthCare employees come to work with one thing in common: Pride in what we do, knowing every moment...
-
Senior Investor Relations Specialist
6 days ago
Westport, CT, United States Elite Placement Group Full timeResponsibilities; • Handle the distribution of existing materials and drive the creation of new marketing assets across digital channels, presentations, web content and investor-focused pieces. • Manage the full workflow for monthly, quarterly and year end content, ensuring smooth production and timely delivery. • Partner closely with investment,...
-
Senior Investor Relations Specialist
8 hours ago
Westport, CT, United States Elite Placement Group Full timeResponsibilities; • Handle the distribution of existing materials and drive the creation of new marketing assets across digital channels, presentations, web content and investor-focused pieces. • Manage the full workflow for monthly, quarterly and year end content, ensuring smooth production and timely delivery. • Partner closely with investment,...
-
Marketing Project Manager
2 weeks ago
Westport, United States Maplewood Senior Full timeMarketing Project Manager Job Category: Communications/Marketing Requisition Number: MARKE012533 Description Job Title: Marketing Project Manager Location: Westport, CT On-Site Employment Type: Full Time Exempt Salary Range: $65,000-$75,000 Department: Sales & Marketing Want to know what makes our employees eager about going to work every day? The people we...
-
Marketing Project Manager
2 weeks ago
Westport, CT, United States Maplewood Senior Full timeJob Title: Marketing Project Manager Location: Westport, CT On-Site Employment Type: Full Time Exempt Salary Range: $65,000-$75,000 Department: Sales & Marketing Want to know what makes our employees eager about going to work every day? The people we serve. Being a part of Maplewood requires passion and a desire to help others. Each employee has the ability...
-
Marketing Project Manager
4 weeks ago
Westport, United States Maplewood Senior Living Full timeMarketing Project ManagerJob Category: Communications/MarketingRequisition Number: MARKE012533DescriptionJob Title: Marketing Project Manager Location: Westport, CT On-Site Employment Type: Full Time Exempt Salary Range: $65,000-$75,000 Department: Sales & MarketingWant to know what makes our employees eager about going to work every day? The people we...
-
LPN The Residence at Westport
2 weeks ago
Westport, United States LCB Senior Living Full timeJob DetailsDescription If you have been looking for a career that loves you back... This is the one! LCB Senior Living is hiring Part-Time LPNs at The Residence at Westport. Apply today for immediate consideration! **PART TIME** Wage band: $ - $ per hour based on years of experience! What We Offer: Full-Time Associates: Great benefits starting from Day One!...
-
CNA RCA The Residence at Westport
2 weeks ago
Westport, United States LCB Senior Living Full timeJob DetailsDescription If you have been looking for a career that loves you back... This is the one! LCB Senior Living is hiring CNA's at The Residence at Westport. Apply today for immediate consideration! **PART-TIME & PER DIEM: ALL SHIFTS** Wage band: $ - $ per hour based on years of experience! What We Offer: Full-Time Associates: Great benefits starting...
-
Senior Tax Manager
4 weeks ago
Westport, United States Dalio Family Office Full timeThe Senior Tax Manager will be responsible for sophisticated tax compliance and related planning for DFO, its clients and related entities. The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures and investments as well as their work through Dalio Philanthropies, including OceanX, Dalio Education, Endless Network, and...
-
LPN The Residence at Westport
7 days ago
Westport, United States LCB Senior Living, LLC Full timeJob DetailsJob Location The Residence at Westport - Westport, CT DescriptionIf you have been looking for a career that loves you back... This is the one!LCB Senior Living is hiring Part-Time LPNs at The Residence at Westport. Apply today for immediate consideration!**PART TIME**Wage band: $33.00 - $36.00 per hour based on years of experience!What We Offer:...
-
Senior Tax Manager, International
1 week ago
Westport, United States Dalio Family Office Full timeSenior Tax Manager, InternationalThe Senior Tax Manager will be responsible for sophisticated tax compliance and related planning for DFO, its clients and related entities. The Dalio Family Office (DFO) supports Barbara and Ray Dalio and their family in their ventures and investments as well as their work through Dalio Philanthropies, including OceanX, Dalio...