Senior Investor Relations Specialist

Responsibilities;
• Handle the distribution of existing materials and drive the creation of new marketing assets across digital channels, presentations, web content and investor-focused pieces.
• Manage the full workflow for monthly, quarterly and year end content, ensuring smooth production and timely delivery.
• Partner closely with investment, compliance, sales and research teams so messaging stays aligned and accurate.
• Support content development for email campaigns, presentations, social channels and video projects.
• Coordinate all aspects of virtual and in-person speaking engagements, from promotion and prep through technical set-up and onsite assistance.
• Oversee external digital marketing partners, keeping projects on track and managing vendor relationships.
• Keep the firm's due diligence materials current and handle one-off DDQ requests from outside parties.
• Review engagement data, website activity and digital analytics to help strengthen outreach and sales efforts.
• Maintain industry database records and ensure product and firm information is kept up to date across platforms.
• Work with the sales team on conference planning, including research, prep and communication with event organizers.
• Maintain accuracy within the CRM system and produce needed reports.
• Support relationships with existing and prospective investors, serving as the main point of contact for inquiries and coordinating responses with internal teams.
• Assist with client transaction questions related to the firm's products and act as the secondary resource for investor-facing operational needs.
• Track market activity, competitor movements and investor preferences and share insights internally.
• Use CRM and third-party databases to build targeted outreach lists, prepare meeting materials and support sales initiatives.
• Collaborate with distribution partners on relevant investor and product matters.
• Contribute to special assignments and broader team initiatives as needed.

Role Requirements
• Bachelor's degree with roughly 5 to 8 years of experience in financial services, marketing, client service, operations or investor relations.
• Solid knowledge of investment products and the U.S. wealth management landscape.
• Strong project management abilities and comfort working across multiple groups to meet deadlines.
• High attention to detail and the ability to incorporate feedback and keep projects moving.
• Professional, reliable and team-oriented communication style.
• Proficiency in Microsoft Office, especially Excel and PowerPoint.
• Familiarity with digital design tools, content platforms and analytics systems such as Canva, Adobe, WordPress, LinkedIn, Google Analytics
• CRM experience required.