Growth Partner

Key Responsibilities: Lead onboarding for new members: welcome calls, process walkthroughs, expectations, and FAQs. Conduct ongoing retention touchpoints (calls, emails, check-ins) to ensure investors feel supported and stay active in the community. Answer investor questions on: Deal structures, fund terms, and timelines (at a high level)Capital calls, distributions, and reporting Basic tax-related considerations for private investments (advantages at a high level – not tax advice)Coordinate with internal teams on: Deal launches, updates, and investor communications Ensuring investor feedback is captured and acted on Support investor education through: Curated resources and follow-up materials Track and report on retention and engagement metrics (renewals, churn, touchpoints, event participation).Maintain accurate investor records and communication history in our CRM and systems.

Required Qualifications: 3+ years of experience in investor relations, capital raising, private wealth, or private markets (e.g., private equity, venture capital, real estate private equity, or similar).Direct exposure to LP/GP dynamics and private investment structures (funds, SPVs, syndications, etc.).Ability to explain: High-level fund and deal structures Basic tax advantages and considerations related to private investments (no formal tax advice required, just conceptual clarity).Strong written and verbal communication skills; comfortable on Zoom, phone, and in writing. Proven track record of relationship management, client retention, or community management with measurable outcomes. High attention to detail and ability to manage a book of relationships without dropping balls. Comfortable working in a fast-moving, entrepreneurial environment.

Preferred Qualifications: Experience working with accredited investors, family offices, RIAs, orhigh-net-worth individuals. Background in private equity, venture capital, or real estate private equity specifically. Familiarity with CRM tools, investor portals, and digital communication platforms.