Investor Relations Executive

Title : Investor Relations  Executive

Location : Southampton, NY - Hybrid

About the Role

At Platinum Ridge, we understand that the most successful financial sales professionals don't always come from traditional finance. Many of our top performers began their careers in industries where trust, relationship-building, and consultative selling were at the core of their success.

The Opportunity

By combining your background with our training, resources, and product suite, you can transition into a high-growth career in financial sales. We provide the tools, support, and platform for you to leverage your experience and help clients achieve long-term economic success.

Key Attributes

1. Financial Knowledge & Analytical Skills

• Strong understanding of investment products (mutual funds, private equity, ETFs, bonds, retirement accounts, insurance, etc.).
• Ability to analyze financial statements, market trends, and client portfolios.
• Explaining complex financial concepts in clear, relatable terms.

2. Sales & Business Development Skills

3. Communication & Interpersonal Skills

4. Client-Centric Advisory Mindset

5 Regulatory & Compliance Knowledge

6. Technology & Data Skills

7 Resilience & Performance Mindset

8 Negotiation & Influence

Experience & Skills

5 - 10 Years of Experience

1. Advanced Financial Expertise

2. Marketing & Branding Skills

Personal branding on LinkedIn and other professional platforms.

Content creation (blogs, webinars, podcasts) to build thought leadership.

Social selling and digital advertising experience.

3. Multilingual & Cross-Cultural Skills

4. Advanced Technology & Data Skills

5. Negotiation & Deal-Making Beyond Basics

6. Leadership & Team Collaboration

7. Public Speaking & Media Presence

8. Networking & Relationship-Building Extras

Must Haves

1. Integrity & Compliance

2 Client-First Ethics

3. Professionalism & Reliability

4. Coachability & Growth Mindset

5. Basic Qualifications