Top 78431 Executive I Client Management Jobs

Investor Relations Manager
Taylor Derrick Capital, LLC —Salt Lake City, UT
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Controller
Youth and Family Services —El Reno, OK
- From $60,000 a year
- Full-time
- Background check
- 5 years
- Writing skills
- 403(b) matching
- Health savings account
Quick Apply
Sales Executive
Sheridan —Nashville, TN
- Mid-level
- Office
- Bachelor's degree
11d
Director of Quality - Great Falls Montana
Avmax Montana, Inc. —Great Falls, MT
- Full-time
- Background check
- Microsoft Excel
- Pass drug screening
- Health savings account
- Health insurance
Associate Executive Director - Corporate Compliance Officer
North Charles Mental Health Research and Training Foundation, Inc —Cambridge, MA
- $73,000 - $80,000 a year
- Full-time
- HIPAA
- Office
- Master's degree
- Health savings account
- Health insurance
Quick Apply
Samaritan House Manager/Homeless Shelter Manager/Social Services Manager
Lakeside House, Inc —Saranac Lake, NY
- From $22.50 an hour
- Full-time
- Background check
- CPR Certification
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Business Development Executive
Colony Brands, Inc. —Billings, MT
- Full-time
- Marketing
- Senior level
- Business
- Profit sharing
- Wellness program
Executive Vice President of Commercial Construction
EG Stoltzfus Construction LLC —Lancaster, PA
- Full-time
- Residential
- Bachelor's degree
- Experience equivalent to degree accepted
Executive Director
Helping Hearts California, LLC. —San Bernardino, CA
- $155,000 - $175,000 a year
- Weekends as needed
- Background check
- Nursing
- 5 years
- Paid holidays
- Disability insurance
Quick Apply
Budget Director
LANCASTER COUNTY —Lancaster, SC
- $90,000 - $100,000 a year
- Full-time
- Customer service
- 5 years
- Office
- Paid parental leave
- Health savings account
Quick Apply
Executive Administrative Assistant - Projects & Events
Sterling Commercial Real Estate Advisors —Missoula, MT
- $70,000 - $100,000 a year
- Full-time
- Microsoft Word
- CRM software
- Background check
- Health savings account
- Relocation assistance
Quick Apply
Executive Assistant
SpringTerra Consulting —Aspen, CO
- $120,000 - $160,000 a year
- Weekends as needed
- Google Workspace
- Office
- 3 years
- Paid time off
Quick Apply
Director of Development
SafeHouse Ministries —Columbus, GA
- $50,000 - $60,000 a year
- Weekends as needed
- Public speaking
- Research
- Mid-level
Quick Apply
Program Manager (Industrial Design)
Denken Solutions, Inc. —Foster City, MI
- $70 an hour
- Hybrid work
- Mid-level
- Office
- 4 years
Quick Apply
Human Resources Manager
BILL WILSON CENTER —Santa Clara, CA
- $100,000 - $115,000 a year
- Full-time
- 6 years
- Writing skills
- Mid-level
- Paid holidays
- Health insurance
Registered Representative Financial Services - Kingston, NY
ULSTER FINANCIAL GROUP INC —Kingston, NY
- $31,200 - $100,000 a year
- Full-time
- Hybrid work
- Bilingual
- Background check
- Computer literacy
- Paid holidays
- Health insurance
Equipment Solutions Manager
Yancey Bros. Co. —Austell, GA
- 5 years
- Office
- Analysis skills
- Profit sharing
- Wellness program
Quick Apply
Operations Manager (US Citizenship/FT in-office Required)
IvoryCloud —Carlsbad, NM
- $95,000 - $110,000 a year
- Full-time
- Background check
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
10d
IT Sales Account Executive – Tennessee Market
Silex Data Solutions —Franklin, TN
- $67,172.70 - $100,000.00 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Executive Managing Agent
David Gamble - Farmers Insurance Agency —Santa Monica, CA
- $200,000 - $250,000 a year
- Full-time
- Mentoring
- Recruiting
- Senior level
- Disability insurance
- Health insurance
Quick Apply

I want to receive the latest job alert for Executive I Client Management

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Executive I Client Management jobs near

Investor Relations Manager

Taylor Derrick Capital, LLC
Salt Lake City, UT

Quick Apply

Job Details

Full-time

Benefits

Health insurance
Dental insurance
Vision insurance
401(k) matching

Qualifications

Investment
Customer communication
Confidential information handling
Tax documents
Spreadsheets
Bachelor's degree
Communications
Financial services
Productivity software
Master of Business Administration
Technical Proficiency

Full Job Description

Onsite Salt Lake City, Utah office position. Salary is negotiable based upon experience. Bonus eligibility. Employer-paid medical, dental and vision insurance and 401(k) plan with employer matching.

Taylor Derrick Capital (TDC) is an SEC Registered Investment Adviser that provides debt and equity capital for real estate projects throughout the Western U.S. TDC has offices in Salt Lake City, Utah and Henderson, Nevada and is a growing, dynamic firm seeking a highly organized, detail-oriented professional to join its fast-paced Salt Lake City office.

The Investor Relations Manager serves as a key operational leader and point of contact for TDC investors. This role is crucial in fostering and managing investor relationships, supporting fundraising efforts and ensuring transparent, consistent investment communications.

ESSENTIAL DUTIES & RESPONSIBILITIES

Investor Experience & Operations. Deliver a high-quality investor experience throughout the investment lifecycle, from onboarding to ongoing account management. Develop, implement and maintain standard operating procedures and operational workflows for investor-facing processes. Perform critical review of investor documentation.
Relationship Management. Build investor confidence and trust with existing and potential investors, including high-net-worth individuals, family offices and RIA clients, through operational excellence.
Communication & Reporting. Collaborate on communications for existing and prospective investors across current and future investment Funds. Coordinate and manage regular investor updates, quarterly reports, performance summaries and annual reports. Oversee investor communications for accuracy and consistency, ensuring that messaging aligns with investor needs and regulatory standards.
Strategy. Oversee investor relations data tracking and reporting for Investor Relations Partner review. Liaise across TDC departments (e.g., Compliance, Finance, Underwriting and Asset Management) on reporting, communication and business initiatives.
Systems & Records Management. Administer CRM and e-document signing platforms and data management to maximize efficiency of account administration and service efforts. Liaise with third-party fund administrator to ensure documentation and AML compliance and reporting accuracy. Identify new methods and technologies to enhance customer service, data reporting and communication processes.
Team Leadership. Supervise, coach and mentor employees, ensuring alignment with department goals and service standards.

QUALIFICATIONS & SKILLS

Education. Bachelor’s degree in Business, Communications, or related field required. Finance and Real Estate Investment coursework preferred. MBA strongly preferred.
Experience. Minimum 3-5 years of experience in investor relations, securities or financial services, preferably within the real estate industry.
Financial & Legal Document Acumen. Strong understanding of legal documents (e.g., subscription, Trust, entity and tax documents, PPMs), pitch decks, etc.
Communication Skills. Exceptional written and verbal communication and presentation skills, with high attention to detail and ability to interact confidently with sophisticated investors and senior executives.
Technical Proficiency. Investor portal (Juniper Square) and DocuSign administration and Microsoft Office Suite (Excel, PowerPoint) proficiency. Advanced Excel data manipulation paired with business intelligence skills.
Additional Skills. Strong analytical, project management and problem-solving abilities. A strategic mindset and demonstrated leadership capabilities. Acute attention to detail. Must handle confidential information with discretion.

Job Type: Full-time

Experience:

Investor Relations: 3 years (Required)
Excel proficiency: 3 years (Required)
Legal, tax and investor documents: 3 years (Required)

Ability to Commute:

Salt Lake City, UT 84103 (Required)

Work Location: In person

Quick Apply

Refine Your Search

Executive I Client Management jobs

Investor Relations Manager

Financial Controller

Sales Executive

Director of Quality - Great Falls Montana

Associate Executive Director - Corporate Compliance Officer

Samaritan House Manager/Homeless Shelter Manager/Social Services Manager

Business Development Executive

Executive Vice President of Commercial Construction

Executive Director

Budget Director

Executive Administrative Assistant - Projects & Events

Executive Assistant

Director of Development

Program Manager (Industrial Design)

Human Resources Manager

Registered Representative Financial Services - Kingston, NY

Equipment Solutions Manager

Operations Manager (US Citizenship/FT in-office Required)

IT Sales Account Executive – Tennessee Market

Executive Managing Agent

I want to receive the latest job alert for Executive I Client Management

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected