Vice President, Investor Success

Reporting to the COO, the role requires a mix of interpersonal and analytical skills. As a Vice President, you will be charged with leading the Investor Success team while also engaged in Customer Success, Investor Relations, and New Investment Support. Across these functions, you will be expected to do the following: 

Leadership and Management 

• Understand overarching firm goals and the role the Investor Success team plays in achieving them 
• Create appropriate strategy, framework, and tactics to support the firm’s goals while instilling investor confidence in the company’s ability to deliver value through its investment products 
• Manage and develop team members on the Investor Success team 

New Investment Support 

• Manage the creation of new funds and investment vehicles, working with registered partners to platform assets 
• Work with alternative asset custodian(s) to: 

• Approve new entities on their platform 
• Facilitate capital calls of existing entities 

• Be the primary point of contact for receipt and review of new investor subscription packages, including providing support for advisor or investor inquiries 
• Maintain internal information systems on investor status and monies raised/received 

Investor Relations 

• Partner with clients of BIP Capital (including but not limited to BIP Ventures and LAGO), supporting them as they navigate subscription docs and other aspects of investing 
• Assist with the quarterly reporting process 
• Assist with various investor documentation, including transfers, custodian changes, demographic updates, etc. 
• Be the primary point of contact for investor inquiries and concerns 

Customer Success 

• Develop and maintain relationships with current and new advisors and advisory firms  
• Collaborate with the Marketing team to develop strategies for expanding the client base and increasing the number of advisory firms 
• Identify and cultivate relationships with potential investors, including high-net-worth individuals, family offices, institutional investors, and corporate partners 
• Identify and implement new processes and procedures that enhance client experience 

Requirements

Education and Experience 

• BS or BA Required 
• Candidates should have 8+ years of prior work experience in a relationship management or client service role 
• Experience in the financial services industry preferred 

Knowledge, Skills, and Abilities 

• Excellent verbal and written communication and interpersonal skills 
• Proven management of relationships outside of the company 
• Results-oriented with attention to detail 
• Ability to prioritize and manage different projects and tasks simultaneously to meet deadlines 
• Demonstrated ability to thrive in an entrepreneurial environment, working both independently and in teams 
• Proficiency with Microsoft Excel and other Microsoft Office products 
• Willingness to learn proprietary technology systems and form a partnership to constantly improve it 

Traits of Success 

• Drive to succeed complemented by empathy, curiosity, and humbleness 
• Self-starter with strong work ethic and uncompromising personal integrity 
• Effective, versatile, and action-oriented when it comes to problem-solving 

• Passion for early-stage startups and technology trends 

Benefits

Top-quartile short- and long-term compensation for high-performing individuals