Investor Relations Manager jobs in Virginia

Investor Relations Manager oversees communication and nurtures relationship with shareholders. Handles shareholder requests for information. Being an Investor Relations Manager plans the annual meeting and meeting documents, such as the annual report and the proxy statement, in accordance with SEC regulations. Supervises and directs subordinates staff. Additionally, Investor Relations Manager requires a bachelor's degree. Typically reports to top management. The Investor Relations Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be an Investor Relations Manager typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

W
Investor Relations Manager
  • Wellings Capital
  • Forest, VA FULL_TIME
  • Wellings Capital is a real estate private equity firm dedicated to helping investors protect and grow their wealth through private commercial real estate. Our vision is to provide multi-generational financial security to our investors and become the premier provider of alternative passive investing opportunities for accredited investors. We are seeking innovative, passionate, and motivated individuals looking for an opportunity to join a growing organization with tremendous professional growth opportunities.

    The mission for the Investor Relations Manager is to lead sales efforts to drive new investments from prospects and existing investors, develop relationships with RIAs/family office contacts, manage and service existing investors, generate referrals, and consistently deliver uncompromising service to investors.

    Job Type

    This position is based in Forest, VA (near Lynchburg, VA). This is not a remote position. There will be occasional travel required for events and conferences.

    Compensation

    • Base salary range: $130,000-$150,000 per year
    • Bonus: If the Investor Relations Manager achieves certain milestones, they could earn at least an additional $100,000 annually. The bonus is not capped
    • Carried Interest: The Investor Relations Manager will receive carried interest in a current Wellings Capital fund

    Responsibilities

    First 120 days

    • Within 30 days, make a presentation for the Partners describing the existing capital raise process and operator due diligence process. Include recommendations for improvement on the capital raise process.
    • Within 60 days, start leading investor calls with a Partner listening in to gain learning/feedback.
    • Within 90 days, demonstrate ability to handle a new investor call without a Partner. Goal is closing at least 33% of new investor leads within 4 months and to ensure at least 50% of existing investors invest more than once.
    • Within 90 days, create personal development plan of sales/relationship building/networking-referrals including books, online courses, formal in-person training.
    • Within 120 days, create a formal process for touching/relationship building with existing investors. Segment existing investors into various communication/touchpoint groups like top ten percent dollar investment, those most likely to re-investment.
    • Within 120 days, identify opportunities to measure investor satisfaction. Ensure points of dissatisfaction from investors like multi-state sales tax reporting is a requirement, needing more detail/understanding in reporting. Develop a checklist to review with potential and existing investors around common investor issues of dissatisfaction.
    • Within 120 days, create a post-audit tool to evaluate why potential investors don't close and why existing investors don't reinvest. Use the data for a monthly report to identify trends, issues, and opportunities to improve the closure rate and reinvestment KPI.

     

    Ongoing

    • Initiate daily new prospect calls
    • Initiate daily existing investor calls
    • Presenting 1-on-1 and in groups and winning new clients
    • Handle incoming prospect inquiries and schedule appointments as necessary with additional team members
    • Hold quarterly investor review meetings with existing investors
    • Aggressively listen and engage in productive conversations
    • Use unmatched telephone communication skills to convert leads
    • Gather referrals from current investors
    • Develop a reputation with investors for responsiveness, service, and positive outcomes
    • Utilize CRM and company tools/technology to maximize efficiency and effectiveness of sales and service efforts (Hubspot, InvestNext, etc.)
    • Maintain up to date knowledge and expertise in Wellings Capital funds and the industry/market overall
    • Consistently follow up and follow through
    • Proven, consistent performance in financial services, wealth management, or private banking working with high-net-worth or ultra-high-net-worth investors/their advisors (minimum of 3 years)
    • Real estate investment or private equity experience preferred
    • Account management experience
    • Familiarity with CRM platforms and consistent track record of performance based on results-driven activities
    • Strong servant-leadership qualities
    • Ability to build rapport with clients and internal team members
    • Proven ability to create and implement innovative solutions
    • Have enthusiasm and belief in our mission, vision, and values
    • $750/month healthcare stipend
    • 401(k) and 401(k) matching
    • Three weeks (15 days) paid vacation
    • 10 paid holidays annually
    • Yearly vacation bonus of $500 for taking five consecutive days of vacation, fully unplugged from work
    • Equipment allowance
    • Individual learning and development budget
    • Flexibility to work from home
    How to Apply

    To get started, complete this application including answers to the questions on the next page.

    For candidates we’re interested in, we’ll hold a series of conversations with the Partners that could include a screening interview on Zoom and a more formal interview.

    Wellings Capital is an equal opportunity employer. We value diversity in all of its forms, and we hire the best person we can for each role, no matter your personal background. If you think you meet more than 50% of our requirements but fewer than 100% of them, please apply. We’re imperfect communicators, so think of our job postings as the starting point for discussion rather than proof that you shouldn’t apply.

  • 1 Month Ago

H
Director of Investor Relations
  • Hampton Roads Economic Development Alliance
  • Norfolk, VA FULL_TIME
  • Company DescriptionHampton Roads Economic Development Alliance (HREDA) assists international and domestic companies with investment projects, expansion and relocation. Job DescriptionThe director lead...
  • 13 Days Ago

A
Investor Relations Officer and Advisor (1099).
  • Audacia Strategies
  • Arlington, VA OTHER
  • Company DescriptionWe help businesses change, lead, and succeed.Audacia Strategies makes change matter. We maximize the value of our clients’ transformations by helping them communicate with authority...
  • 24 Days Ago

H
CORPORATE DIRECTOR INVESTOR RELATIONS 2
  • HII
  • Newport, VA FULL_TIME
  • Req ID: 36992 Team: N356 BUSINESS MGMT Entity: HII Corporate Office US Citizenship Required for this Position: Yes Full-Time Shift: 1st Relocation: Relocation assistance will be available Virtual/Tele...
  • 5 Days Ago

V
Office Manager
  • Virginia Center for Family Relations, PC
  • Staunton, VA PART_TIME
  • We are a small Christian Counseling PracticeWe need someone who likes a slower-paced job and likes a variety of tasks throughout the day. This position includes being a receptionist to answer phones a...
  • Just Posted

1
Flip and Renovate Homes Project Manager Investor Business Partner
  • 12:45 Team Keller Williams Realty
  • Fairfax, VA FULL_TIME
  • Project Manager positions available! Please go to www.1245team.com/career Go to: www.1245team.com/career or apply to this job posting through Indeed. **Massive Opportunity** Our Mission is to create o...
  • 4 Days Ago

G
Head of Investor Relations
  • GLC Group
  • Head of Investor Relations: Our client is a rapidly growing private equity firm specializing in providing specialty loan...
  • 3/29/2024 12:00:00 AM

T
Communications Strategist
  • Trilogy Health Services, LLC
  • Louisville, KY
  • Whether you’re looking for a new chapter, a change of pace, or a helping hand, Trilogy is committed to being the best pl...
  • 3/29/2024 12:00:00 AM

I
Line Cook
  • Indigo Road Hospitality Group - IR Management, LLC
  • Charlotte, NC
  • AT INDIGO ROAD... Our goal is to be the best job you'll ever have in the hospitality industry. No joke, its what we trul...
  • 3/29/2024 12:00:00 AM

N
Investor Relations Manager
  • Norwegian Cruise Line Holdings Ltd.
  • Miami, FL
  • JOB SUMMARY: Responsible for the management, coordination, and execution of the investor relations program. Provide stra...
  • 3/28/2024 12:00:00 AM

P
Investor Relations Manager
  • Private Equity Firm
  • Our client, a private equity firm focused on energy and infrastructure assets, is looking to bring on an Investor Relati...
  • 3/28/2024 12:00:00 AM

C
EB-5 Associate Investor Relations Manager
  • CMB Regional Centers
  • Rock Island, IL
  • CMB Regional Centers (CMB), the #1 regional center in the EB-5 industry with over twenty-five years' experience, is sear...
  • 3/28/2024 12:00:00 AM

B
Finance - Global Fund Finance - Blackstone Credit AVP
  • Blackstone
  • Miami, FL
  • Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term va...
  • 3/28/2024 12:00:00 AM

N
Executive Assistant to Head of IR - Private Equity
  • Northbound Executive Search
  • New York, NY
  • Job Title: Executive Assistant to Head of Investor Relations - Private Equity (5-15 years of experience) Company Overvie...
  • 3/28/2024 12:00:00 AM

Virginia (/vərˈdʒɪniə/ (listen)), officially the Commonwealth of Virginia, is a state in the Southeastern and Mid-Atlantic regions of the United States located between the Atlantic Coast and the Appalachian Mountains. Virginia is nicknamed the "Old Dominion" due to its status as the first English colonial possession established in mainland North America and "Mother of Presidents" because eight U.S. presidents were born there, more than any other state. The geography and climate of the Commonwealth are shaped by the Blue Ridge Mountains and the Chesapeake Bay, which provide habitat for much of ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Investor Relations Manager jobs
$139,946 to $200,576

Investor Relations Manager in Anchorage, AK
Investors are cautioned that any such statements are not guarantees of future performance and actual results or developments may differ materially from those projected in the forward-looking statements.
January 08, 2020
Investor Relations Manager in Parkersburg, WV
The Investor Relations Manager will also act as the central accounts manager working with the client’s professional service providers (immigration attorneys, foreign referral sources, escrow and banking providers) to facilitate successful EB-5 case processing.
December 03, 2019
Investor Relations Manager in New Haven, CT
The role also includes creating the appropriate strategy, framework, and tactics, as well as for providing a very compelling investor relations roadmap.
December 27, 2019