SVP, Partner Relations

A privately held alternative investment company is seeking an experienced professional to join its Partner Relations department. This role is responsible for managing and strengthening relationships with existing and prospective investors.

The ideal candidate has 5-10 years of sales/capital raise experience, direct experience working within alternative investment structures and can communicate complex concepts clearly using approved company materials.

Partner Engagement & Relationship Management

• Communicate investment offerings using approved materials, including Private Placement Memoranda (PPMs) and educational resources.
• Serve as a primary relationship manager for investment partners through scheduled Zoom meetings and ongoing follow-up.
• Maintain consistent, professional communication with partners to address questions regarding structure, process, timelines, and operations.
• Coordinate internally to resolve partner inquiries involving tax considerations, fund mechanics, operational updates, or documentation.
• Support long-term relationship development within an established partner network.

Partner Support & Communications

• Act as a trusted point of contact for partner inquiries, ensuring timely, accurate, and compliant responses.
• Maintain a high standard of service to reinforce partner confidence and transparency.

Webinars & Partner Education

• Serve as a lead representative on recurring partner webinars, providing industry context, macroeconomic insight, and operational updates using approved messaging.
• Participate in webinar preparation, rehearsals, live delivery, and post-webinar follow-up.

Training

• Support the onboarding and ongoing development of Partner Relations team members through structured training and mentorship.
• Reinforce best practices in compliant communication and partner engagement.

Conferences & Industry Events

• Research and evaluate industry conferences and events aligned with partner engagement and brand visibility objectives.
• Recommend appropriate events and assist with planning and coordination.

CRM & Documentation Oversight

• Utilize Hub Spot to track partner communications, engagement, and activity accurately.
• Manage documentation workflows including subscription agreements, Docu Sign execution, Letters of Authorization (LOAs), side letters, and related materials.
• Collaborate with administrative and operations teams to resolve documentation or process-related issues.

• Demonstrated experience working with oil and gas investments or capital raising (required).
• Strong understanding of oil and gas operations, development timelines, and investment structures.
• Experience supporting private placements or investment partnerships within a regulated environment.
• Familiarity with PPMs, subscription processes, and compliance-sensitive communications.
• Proficiency with CRM platforms (Hub Spot preferred) and Docu Sign workflows.
• Strong written and verbal communication skills with the ability to explain complex energy topics clearly.
• Highly organized, detail-oriented, and capable of managing multiple partner relationships.
• Comfortable engaging with executive leadership, partners, and cross-functional teams.
• Direct Sales, cold-calling experience a must.
• Demonstrate professionalism, integrity, and accountability in all partner interactions.
• Contribute to a collaborative, high-performance Partner Relations environment.
• Reinforce company values through clear communication and a solutions-oriented mindset.