New Silver

Account Manager

• Lead execution of capital raises with HNWIs, family offices, wealth managers, and other private capital sources.
• Build, maintain and expand a high-quality pipeline of prospective investors; cultivate long-term relationships and act as a trusted advisor to investors.
• Interface with and close HNWI investor leads that come in from various marketing channels.
• Plan and lead investor roadshows, conferences, dinners, and meetings.
• Be visible and develop a voice on social media.
• Own investor communications: quarterly investor letters, performance reporting, investor Q&As, and materials for board/investor meetings.
• Ensure best-in-class investor service and responsiveness; coordinate subscription/closing processes and ongoing KYC/AML/compliance.
• Manage CRM (Hubspot and CashFlowPortal) and investor tracking processes.
• Together with the C-suite team, lead on capital markets initiatives, including securitizations, loan sales, whole-loan transactions, warehouse financing, and other liability or capitalization solutions.
• Lead investor due diligence processes for structured transactions and secondary sales.
• Develop and execute multi-year capital raising strategy and annual targets in partnership with senior leadership.
• Develop investor pitch materials, financial models and transaction teasers; present to investors and rating agencies as needed.
• Track market trends, investor appetite, and competitive activity; proactively recommend funding and capital strategies.

Investor Relations Manager

Director

• Lead execution of capital raises with HNWIs, family offices, wealth managers, and other private capital sources.
• Build, maintain and expand a high-quality pipeline of prospective investors; cultivate long-term relationships and act as a trusted advisor to investors.
• Interface with and close HNWI investor leads that come in from various marketing channels.
• Plan and lead investor roadshows, conferences, dinners, and meetings.
• Own investor communications: quarterly investor letters, performance reporting, investor Q&As, and materials for board/investor meetings.
• Ensure best-in-class investor service and responsiveness; coordinate subscription/closing processes and ongoing KYC/AML/compliance.
• Manage CRM (HubSpot and CashFlowPortal) and investor tracking processes.
• Lead on capital markets initiatives, including securitizations, loan sales, whole-loan transactions, warehouse financing, and other liability or capitalization solutions.
• Lead investor due diligence processes for structured transactions and secondary sales.
• Develop and execute multi-year capital raising strategy and annual targets in partnership with senior leadership.
• Develop investor pitch materials, financial models and transaction teasers; present to investors and rating agencies as needed.
• Track market trends, investor appetite, and competitive activity; proactively recommend funding and capital strategies.

Investor Relations Manager

Director of Investor Relations