Deputy Director of Investor Relations

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

📋 Description

• Establish and nurture senior-level relationships with registered investment advisors (RIAs).

• Deliver market insights on industry dynamics, investment focuses, fund introductions, manager activities, and leadership transitions.

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

• Collaborate with the Content Director to develop and refine conference agendas.

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

• Gather insights from investor meetings to identify trends, survey concepts, panel topics, and content opportunities.

• Maintain records of investor interactions, investment strategies, and market intelligence within Salesforce.

• Represent With Intelligence at industry conferences and networking gatherings.

• Build and engage the audience for approximately three wealth investment conferences each year.

• Enhance allocator engagement and ensure high-quality investor participation across events and initiatives.

⛳️ Requirements

• Exceptional relationship-building and communication skills, with the confidence to engage senior RIAs.

• Strong commercial awareness and a deep understanding of investment markets, private markets, and alternative assets.

• Comprehensive knowledge 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 capacity to manage multiple priorities.

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

• Strong analytical abilities for spotting market trends and emerging investment themes.

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

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

• Familiarity with Salesforce or similar CRM platforms is essential.

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

• Previous experience working with RIAs, private markets, or within the financial services sector is preferred.

• A pre-existing network within the RIA or alternative investment community is highly desirable.

• Experience in speaking with senior executives and representing an organization at industry events is preferred.

🏝️ Benefits

• Eligibility for an annual incentive plan.

• Health care coverage tailored for mental and physical well-being.

• Generous time-off policies.

• Access to ongoing learning resources.

• Competitive salary.

• Retirement planning assistance.

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

• Financial wellness initiatives.

• Family-oriented benefits for partners and children.

• Retail discounts.

• Referral incentive awards.