Investor Relations Executive

Company Overview:

A real estate investment firm specializing in high barrier-to-entry markets and master-planned resorts. The company focuses on delivering exceptional guest experiences while targeting profitability above traditional luxury hospitality models. It operates at the intersection of premium hotels and short-term rentals, owning and developing a growing portfolio of intelligently designed, amenity-rich destinations.

Role Overview:

The Investor Relations Executive will play a key role in engaging and educating potential investors, managing relationships, and ensuring a smooth investor onboarding process. This role involves understanding investor goals, delivering tailored presentations, maintaining transparent communication, and driving investor engagement through strategic follow-ups. The primary responsibility is to convert investor interest into funded commitments on a consistent basis.

Ideal Candidate:

The ideal candidate has experience in consultative or solution-based sales, particularly in managing complex sales processes. They should have a track record of building relationships with decision-makers, guiding prospects through a structured sales process, and closing high-value deals. Strong communication, follow-up, and problem-solving skills are essential, along with a passion for helping investors understand and engage with unique investment opportunities.

Responsibilities:

Investor Engagement & Discovery

• Build rapport with inbound leads and guide them through a structured discovery process to understand their investment experience, goals, and decision-making approach.

Tailored Presentations & Education

• Deliver customized presentations that align the firms investment approach with investor objectives.

• Effectively communicate the firms mission, strategy, track record, and business plan to prospective investors.

Collaboration & Process Management

• Work closely with the Founder and internal teams to enhance credibility and investor engagement.

• Provide feedback to optimize the investor education and onboarding process.

Investor Follow-Up & Communication

• Utilize email, phone, and text to engage and nurture prospective investors throughout the process.

• Ensure timely follow-ups using structured tools, templates, and engagement frameworks.

Tools & CRM Management

• Use HubSpot CRM to track investor interactions, maintain accurate records, and provide transparency on pipeline progress.

Performance & Reporting

• Report directly to leadership on investor engagement metrics.

• Performance will be measured against KPIs that align with investor conversion success.

• Discretionary bonuses available upon meeting and exceeding KPIs.

Qualifications:

Education:

• Preferred but not required: Bachelor's degree in Finance, Business, Sales, or a related field.

Experience:

• 2+ years of experience in sales, particularly consultative or solution-based sales with six-figure deal sizes.

Skills & Competencies:

• Highly driven, with strong self-motivation and curiosity.

• Excellent communication and relationship-building skills.

• Understanding of investment principles and financial markets.

• Strong organizational skills with the ability to manage multiple priorities.

• Experience with HubSpot CRM is a plus.

• Proficiency in financial analysis, reporting, and presentation tools (Excel, PowerPoint, CRM systems).

Company Culture:

The firm prioritizes operational excellence, transparency, and continuous improvement. The team values collaboration and accountability, working together to refine processes and enhance investor experiences.