Director of Investor Relations

Overview

Our client, a well-established and nationally recognized Registered Investment Advisor (RIA), is seeking a Director of Investor Relations and Growth Strategy to join their high-performing team. This role is ideal for a results-driven professional who thrives at the intersection of marketing, business development, and private investments.

The Strategic Growth Director will play a pivotal role in expanding the firm’s client base and supporting capital-raising initiatives for its Alternative Private Investments (API) platform. By identifying, engaging, and qualifying prospective clients and investors, you will convert early-stage interest into warm, actionable opportunities for the firm’s Wealth Advisors and API team.

• Client & Prospect Sourcing:
  Proactively identify potential wealth management clients through targeted outreach, strategic events, and referral networks
• Build engagement through personalized communication via email, phone, and Linked In
• Assess prospect fit based on asset thresholds, timing, and service alignment
• Maintain accurate, up-to-date, and actionable CRM records
• Partner closely with Wealth Advisors to ensure smooth and effective handoffs
• Collaborate with Marketing to refine campaigns, calls-to-action, and lead targeting strategies
• Connect with individuals and institutions aligned with the firm’s private investment strategies
• Share educational materials to nurture interest and move prospects toward commitment
• Maintain a robust investor pipeline in the CRM, documenting all interactions
• Coordinate discovery and closing conversations for the API team
• Support webinars, investor briefings, and other events by driving attendance and following up with attendees
• Assist in creating investor pitch decks and onboarding documentation in partnership with Marketing and Compliance

• Track outreach activity, conversion rates, and pipeline performance on a weekly basis
• Recommend enhancements to sourcing processes and outreach strategies
• Ensure alignment and communication between marketing, business development, and investment teams

• 3–7 years of experience in business development, outbound sales, investor relations, or lead generation
• Proven track record of sourcing and qualifying opportunities within wealth management or investment services
• Knowledge of the RIA model and alternative/private investment offerings
• CRM proficiency (Salesforce, Hub Spot, or Smart Office preferred) and commitment to data discipline
• Excellent communication skills, with confidence in initiating conversations and handling objections
• Highly organized, self-motivated, and accountable to activity and conversion goals
• Ability to travel for meetings, conferences, and events as needed
• Familiarity with the EOS operating model is a plus
• Strong team player able to collaborate across departments

Compensation is dependent on experience and includes:

• Base Salary – Competitive fixed compensation reflective of experience and qualifications
• Performance Bonus – Annual incentive tied to business development results and strategic growth metrics
• Long-Term Incentives (LTI) – Equity or restricted shares designed to reward long-term contribution and firm growth

Madison Professional Group (MPG) is a third-party recruiting partner and equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability, or veteran status.

• Director

• Full-time

• Business Development and Sales

• Financial Services and Investment Management