Director of Investor Relations

The Director of Investor Relations owns the top of the firm's formation funnel and the day-to-day experience of the firm's limited partners and prospective investors.

KEY RESPONSIBILITIES

  • Build and manage the institutional prospect pipeline across endowments, foundations, single and multi-family offices, RIAs and private wealth platforms: research, qualification, outreach and scheduling of introductory meetings.
  • Coordinate the full meeting lifecycle for the CIO: preparation, materials, logistics, follow-up and next-step tracking, ensuring every interaction ends with a defined next step and trigger date.
  • Own the firm's CRM: data integrity, follow-up discipline and regular pipeline reporting to the
  • Manage distribution of quarterly letters, factsheets and campaign communications to prospect and limited partner lists; track engagement and substantive responses.
  • Support existing limited partners through subscription windows, document requests and onboarding, in coordination with the fund administrator.
  • Plan and support investor events, conference participation and the firm's presence in allocator


QUALIFICATIONS

  • Seven or more years of client-facing experience in financial services, including direct experience raising or introducing institutional capital to endowments, foundations, family offices or private wealth platforms.
  • Demonstrated outbound business development discipline: list building, high-volume outreach and structured follow-
  • Excellent written and verbal communication with sophisticated financial
  • CRM fluency (Salesforce or equivalent) and a rigorous, self-directed process
  • High energy and comfort operating in a lean, entrepreneurial team where ownership is broad and accountability is

Job Type
Full-Time Regular
Location
Dallas TX