Role OverviewThe Investor Concierge role centers around four primary functions: Investor Outreach & Appointment Setting, Capital Coordination & Funding Follow-Up, Investor Experience & Ongoing Support, and Investor Administration & Data Management.
What You Will Do
Key responsibilities include conducting outbound outreach to prospective investors, scheduling and facilitating introductory or clarity calls, guiding prospective investors through next steps, supporting capital closer position, and maintaining accuracy in investor records and capital tracking systems.
Why It Might Be a Fit
This role is ideal for someone with 3+ years of experience in inbound and outbound sales or customer service, who demonstrates empathy and patience, is highly organized and detail-oriented, and thrives in a fast-paced, growth-oriented environment.
Requirements
- 3+ years of experience in inbound and outbound sales or customer service
- Pursuing or recently completed a degree in Finance, Business, or related field
- Strong communication and interpersonal skills
- High attention to detail and organizational ability
- Comfortable learning new systems and processes
- Proficiency in Google Workspace or similar business tools
- Prior internship or part-time experience in finance, sales, client service, or operations
- Interest in real estate or private investment markets
- Exposure to CRM systems or client management platforms
Benefits
- Medical
- Dental
- Vision
- Short-Term & Long-Term Disability
- Basic Life & AD&D
- Voluntary Life & AD&D
- Preventative Care
- 401(K) Plan + Employer Match up to 4%
- Paid time off after 90 days and paid holidays
- Arizona paid sick time, in accordance with state law
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