Description
The Deputy Director of Investor Relations supports the Global Head of Investor Relations in developing and strengthening relationships with RIAs across the global alternatives market.
Key Responsibilities:
- Build and maintain senior relationships with RIAs through meetings, calls, conferences, and ongoing engagement.
- Serve as a trusted source of market intelligence by staying current on industry trends, investment priorities, fund launches, manager activity, and senior leadership moves.
- Identify and recruit high-quality RIAs for conference speaking opportunities, advisory boards, roundtables, and exclusive investor initiatives.
- Partner with the Content Director to shape conference agendas based on current investor interests, emerging themes, and market developments.
- Work with the Global Head of Investor Relations to develop and execute investor engagement strategies that strengthen With Intelligence's position within the institutional investment community.
- Capture insights from investor meetings, including market trends, survey ideas, panel topics, and content opportunities.
- Maintain accurate records of investor interactions, investment strategies, and market intelligence within Salesforce.
- Represent With Intelligence at industry conferences and networking events, acting as an ambassador for the business and expanding the firm's investor network.
Objectives:
- Strengthen With Intelligence's reputation and visibility among RIAs.
- Increase allocator engagement across conferences, advisory boards, and exclusive networking initiatives.
- Deliver high-quality investor participation across approximately 3 events each year.
- Generate actionable market intelligence that informs conference programming and business strategy.
- Foster long-term relationships that drive repeat engagement across the With Intelligence portfolio.
Skills & Experience:
- Excellent relationship-building and communication skills, with the confidence to engage senior RIAs.
- Strong commercial awareness and an understanding of investment markets, private markets, and alternative assets.
- Strong understanding of how to qualify RIAs.
- Ability to translate investor feedback into innovative conference sessions, networking opportunities, surveys, case studies, and other engagement initiatives.
- Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
- Self-motivated, proactive, and comfortable working independently while collaborating across teams.
- Strong analytical skills with the ability to identify market trends and emerging investment themes.
- Results-oriented with a proven ability to build relationships and achieve engagement targets.
- High level of professionalism, integrity, and sound judgment.
- Experience using Salesforce or similar CRM platforms.
- Willingness to travel regularly to conferences, client meetings, and industry events.
Compensation/Benefits Information: The anticipated base salary range for this position is up to $120,000 per year.