Director, Investor Relations – Wealth Management

Director, Investor Relations – Wealth Management

New York, NY

Hybrid

The Director, Investor Relations sits within the Institutional Investor’s Wealth Management team, and the candidate will be responsible for building the audiences of single-family office attendees at our annual conferences in US. In addition to building audiences, this role involves managing and creating new relationships with senior-level executives from independent RIAs and plan sponsors managing more than $1Billion. The candidate will also be responsible for sourcing and securing asset owners to join the speaker roster at each conference.

We are looking for an entrepreneurial, dynamic team player with strong relationship skills. The Director is responsible for collaborating internally with content and marketing leaders and various business units within the Institutional Investor organization to form strong relationships, increasing revenue and profit.

Job Responsibilities

• Responsible for curating audiences of senior executives from single family offices in the US.
• Responsible for curating audiences of senior investment and benefits executives from mega plan sponsors in the US.
• develop a deep knowledge and expertise of key trends across the wealth management industry.
• Build annual Advisory Boards of senior executives to assist with the content of our events.
• Identify and secure speakers at our annual conferences.
• Research and expand the database of asset owners in Salesforce.
• Responsible for writing, editing, and selecting content for marketing emails.
• Produce executive packages for each event for post-conference materials.

Qualifications

The ideal candidate needs to be a genuine team player who can reach objectives individually, as well as through close collaboration and coordination with other team members. A strong understanding of the Institutional Investor’s organization and a passion for client relations are key to success in the role. The candidate should have the following qualifications:

• Strong verbal and written communication skills as well as organizational and analytical skills.
• Entrepreneurial mindset, client-centric, outgoing, strategic, analytical, natural collaborator.
• Strong time management skills to prioritize deadlines and multi-task.
• Finance background is preferred, but not required.
• Proficiency in Salesforce.
• Ability to travel.

The base salary range for this role is from $120,000.00 - $130,000.00 USD (salary to commensurate with experience). In addition to the base salary, the total compensation for this role includes a generous commission structure administered at the sole discretion of the Company.

Why us?

We offer a competitive compensation package which empowers our employees to thrive both professionally and personally. Our benefits package includes medical, dental and vision coverage, 401K retirement plan, flexible work arrangements, vacation time & paid holidays, tuition reimbursement & learning resources.

About Institutional Investor

For nearly 60 years, Institutional Investor (II) has played an active, leading role in the global investment industry by creating and nurturing a community that influences and shapes the investment markets. Since the beginning, we’ve taken an active and leading role in convening the investment industry to provide the insight, community and partnership required to evolve and stay relevant.

We connect the most important and impactful market participants: those who allocate and manage large volumes of capital, and those whose investment decisions make a significant impact on financial markets and retirement security. As a premier international business-to-business publisher focused on international asset management, II provides actionable insights by bringing together intelligence, opinions, and data from across the industry. Through exclusive memberships, forums, and online networks, II has established the preeminent global community of the most influential asset allocators. Our platform extends beyond journalism, newsletters, and research to include conferences, seminars, and training courses, as well as digital business information. For asset managers, II offers unique opportunities to engage with this sought-after community through thought leadership, networking, and speaking engagements, helping these firms build presence and influence within the investment world.

Institutional Investor provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.