Senior Community Manager Relationship Management

You will run the operational infrastructure supporting the Relationship Management team, including CRM management, scheduling, call preparation, follow-up tracking, reporting, and process improvement. You will handle investor inquiries, support investor calls, improve workflows, and develop toward independently managing investor relationships.

Responsibilities

• Own the operational infrastructure supporting the Relationship Management team
• Manage email support, call scheduling, Calendly, follow-up coordination, and portfolio research
• Maintain accurate investor records in the CRM
• Prepare investor call materials and portfolio summaries
• Serve as a first point of contact for investor inquiries
• Manage post-call documentation, request routing, and resolution tracking
• Identify investors who may need attention and surface them to the relevant Relationship Manager
• Improve Relationship Management workflows, playbooks, and process documentation
• Track team activity and key performance indicators
• Support reporting for the EVP and senior leadership
• Identify operational inefficiencies and develop solutions
• Use AI tools to improve work quality and speed
• Participate in investor calls and develop toward independent investor calls
• Contribute to investor education and engagement conversations

Requirements

• 5–7 years of experience in a high-volume investor- or client-facing role in financial services
• Experience in wealth management, private banking, fund operations, or a related field preferred
• Exceptional organizational skills and attention to detail
• Strong written and verbal communication skills
• Experience managing CRM systems such as HubSpot or Salesforce
• Process-oriented mindset
• Ability to manage multiple priorities without sacrificing quality or follow-through
• Genuine interest in venture capital, investing, and investor experience
• Prior FINRA licensure such as Series 7, 63, or 66 is a plus
• Experience supporting senior-level professionals
• Familiarity with investor onboarding, relationship management workflows, or fund operations
• Authorization to work in the United States without employer-sponsored visa sponsorship

Benefits

• Comprehensive health coverage with multiple plan options
• Employer-funded deductible support
• HSA contributions
• Dental and vision plans
• HSA, FSA, and commuter benefits with monthly employer contribution
• 401(k) with company match and immediate vesting
• Company-paid life and disability insurance
• Employee assistance program
• Health advocacy and wellness resources
• Flexible unlimited PTO
• Paid parental leave
• 11 company holidays