Leadership and Team Management:
- Supervise, manage, and expand the Investor Relations team.
- Oversee the training and development of staff to ensure high customer service standards.
- Manage a distributed team effectively, ensuring coverage across various time zones.
Investor Engagement & Support Strategy:
- Act as the primary liaison to the investor base.
- Deepen existing investor relationships and onboard new ones.
- Assist with onboarding new investors and manage client communication related to KYC, fundings, and distributions.
- Drive key metrics in revenue growth and new business development.
Operational Excellence:
- Maintain workflow documentation, training, and manage technology enhancements for efficient sales operations.
- Manage client communications through various channels including chat, email, phone, and queues.
- Ensure the team meets internal and external goals and metrics.
- Maintain awareness of client money flows and related regulations.
Qualifications:
- 2-5 years of experience in managing a customer service team.
- Experience in the Financial Services industry, particularly in venture capital or private equity.
- Strong project management skills and ability to meet critical deadlines.
- Expertise in financial instruments, with a focus on private placements, venture capital, and private equity.
- Excellent communication skills (written and oral) and the ability to work effectively in a team environment.
- Experience with remote team management.
- Strong communication, organizational and project management skills
- Hold the following Securities licenses. Series 7, Series 63 or 65.
- Hold or be willing to obtain a Series 24.
- Candidates must reside in or be willing to relocate to Austin, TX
Highlights of MicroVentures Benefits:
- 401K Match (100% match on the first 5% and 50% on the next 5%)
- Annual discretionary bonus
- MicroVentures covers the base plan for Medical, Dental and Disability insurance
- 3 Weeks paid time off + holidays
- 4 Weeks paid sabbatical after 5 years with MicroVentures with a travel stipend
- Hybrid work environment in Austin TX
- $100 monthly technology stipend (phone and internet)