Deputy Director – Investor Relations

This is a fully remote position, open to applicants in Florida.

📋 Description

• Assist the Global Head of Investor Relations in fostering and enhancing relationships with Registered Investment Advisors (RIAs) within the global alternatives sector.

• Develop and engage an audience for approximately three wealth investment conferences each year.

• Cultivate relationships with senior investors through proactive outreach, in-person meetings, industry events, and ongoing market analysis.

• Identify and recruit RIAs for speaking opportunities at conferences, advisory boards, roundtables, and exclusive investor initiatives.

• Collaborate with the Content Director to design conference agendas that reflect investor interests, emerging trends, and market developments.

• Create and implement investor engagement strategies alongside the Global Head of Investor Relations.

• Gather insights from investor meetings, encompassing market trends, survey ideas, panel topics, and content opportunities.

• Keep precise records of investor interactions, investment strategies, and market intelligence in Salesforce.

• Represent With Intelligence at industry conferences and networking events.

• Enhance With Intelligence’s reputation and visibility among RIAs.

• Boost allocator engagement throughout conferences, advisory boards, and exclusive networking initiatives.

• Ensure high-quality investor participation at approximately three events annually.

• Generate actionable market intelligence to inform conference programming and business strategy.

• Build long-term relationships that encourage repeat engagement within the With Intelligence portfolio.

⛳️ Requirements

• Exceptional relationship-building and communication abilities with confidence in engaging with senior RIAs.

• Strong commercial awareness and knowledge of investment markets, private markets, and alternative assets.

• In-depth understanding of how to qualify RIAs.

• Ability to convert investor feedback into conference sessions, networking opportunities, surveys, case studies, and engagement initiatives.

• Highly organized with outstanding attention to detail and the capability to manage multiple priorities.

• Self-driven, proactive, and comfortable working independently while collaborating across teams.

• Strong analytical skills for recognizing market trends and emerging investment themes.

• Proven track record in building relationships and meeting engagement targets.

• High level of professionalism, integrity, and sound judgment.

• Experience with Salesforce or similar CRM platforms.

• Willingness to travel frequently to conferences, client meetings, and industry events.

• Preferred experience working with RIAs, private markets, or financial services.

• Existing network within the RIA or alternative investment community is highly desirable.

• Prior experience engaging with senior executives and representing an organization at industry events is preferred.

🏝️ Benefits

• Eligibility for an annual incentive plan.

• Health care coverage.

• Generous time-off policy.

• Continuous learning resources available.

• Competitive salary.

• Retirement planning options.

• Continuing education program featuring a company-matched student loan contribution.

• Financial wellness programs.

• Family benefits and perks.

• Retail discounts.

• Referral incentive awards.