Investor Relations Associate
freedom family investmentsSan Jose, CA
Investor Relations Associate
freedom family investmentsSan Jose, CASenior L5
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)About Freedom Family Investments Freedom Family Investments (FFI) is a vertically integrated private real estate investment firm helping investors pursue long-term financial independence through disciplined, income-oriented investment strategies. Our platform provides access to private real estate opportunities across multifamily housing, senior living, and self-storage, including real estate-backed investment strategies and direct investment opportunities. We combine experienced real estate operators, disciplined investment evaluation, investor education, and personalized relationships to help individuals make informed investment decisions.
Position Overview:
- Freedom Family Investments is seeking a highly motivated, results-driven Investor Relations Associate whose primary responsibility is raising investment capital by acquiring, converting, and developing relationships with accredited investors.
- This is a front-line, capital-raising position for a professional who thrives in a performance-driven environment and takes ownership of measurable results.
- The Investor Relations Associate will build and manage an active investor pipeline, conduct discovery and investment opportunity discussions, convert qualified prospects into investors, and generate capital commitments across FFI's private real estate offerings.
- The successful candidate will proactively engage investors through inbound leads, outbound prospecting, referrals, marketing campaigns, educational events, and existing relationships.
- This is not an administrative, investor servicing, or sales support role. It is a capital formation position with direct accountability for investor acquisition, investment commitments, and funded capital.
- We seek a competitive, disciplined professional who combines strong sales instincts, financial sophistication, relationship-building skills, and a commitment to ethical, investor-first capital raising.
- Key Responsibilities1. Capital Raising & Investor Conversion
- Own and achieve individual monthly, quarterly, and annual capital-raising objectives.
- Convert qualified prospects into funded investors through a consultative capital-raising process.
- Conduct investor discovery calls, Clarity Calls, investment presentations, and follow-up conversations.
- Present approved investment opportunities, including structures, objectives, risks, timelines, and relevant considerations.
- Guide prospects from initial interest through investment commitment and funding.
- Address investor questions regarding investment structures, liquidity, risk, performance objectives, and private real estate.
- Identify opportunities for additional investments from existing investors, subject to applicable requirements.
- Maintain urgency and momentum while upholding transparency, professionalism, and compliance.2. Investor Prospecting & Pipeline Development
- Generate investor opportunities through outbound calls, personalized emails, referrals, networking, and targeted prospecting.
- Convert inbound leads from digital marketing, webinars, podcasts, investor guides, and educational campaigns.
- Develop relationships with accredited investors, high-net-worth individuals, business owners, physicians, and financial professionals.
- Qualify prospects based on accreditation, investment experience, interests, available capital, and timing.
- Build and maintain a robust pipeline supporting consistent capital-raising performance.
- Reengage dormant leads, previously interested prospects, and existing investors.
- Generate referrals and introductions through investor relationships and professional networks.
- Maintain consistent prospecting activity and disciplined follow-up.3. Investor Relationships & Investment Presentations
- Serve as the primary relationship owner for assigned prospective and existing investors.
- Understand investor objectives, experience, decision-making processes, and financial priorities.
- Communicate FFI's investment philosophy, vertically integrated model, track record, and differentiators.
- Educate qualified prospects about private real estate and available investment offerings.
- Conduct individual investment discussions and coordinate conversations with leadership when appropriate.
- Explain projected returns, distribution structures, risks, holding periods, and liquidity limitations without guarantees.
- Develop relationships supporting repeat investments, referrals, and long-term capital formation.
- Represent FFI professionally at investor events, webinars, and presentations.4. Sales Execution, CRM & Performance
- Execute daily prospecting, investor conversations, presentations, follow-ups, and commitment-closing activities.
- Maintain accurate investor records, pipeline stages, commitments, and next steps in HubSpot CRM.Manage structured follow-up sequences that advance prospects through the capital-raising process.
- Track anticipated commitments, funding dates, and pipeline risks.
- Prepare realistic weekly and monthly capital forecasts.
- Monitor conversion rates across qualifications, consultations, commitments, and funded investments.
- Participate in pipeline reviews and performance discussions.
- Continuously improve outreach effectiveness, conversion rates, and capital-raising outcomes.5. Capital Commitment & Funding
- Move qualified investors toward clear decisions and documented capital commitments.
- Coordinate subscription documents and accreditation verification with appropriate teams.
- Maintain communication with investors throughout commitment and funding.
- Resolve outstanding questions, documentation needs, and funding delays.
- Monitor commitments through completed funding.
- Collaborate with investment, finance, and operations teams to support transaction execution.
Qualifications:
Required 5+ years of success in capital raising, financial services sales, investment sales, wealth management, business development, or high-value consultative sales.
Proven ability to originate opportunities, manage pipelines, develop relationships, and achieve revenue or fundraising objectives.
Strong closing skills and confidence asking qualified prospects for investment commitments.
Experience with outbound prospecting, discovery conversations, presentations, and multi-touch follow-up.
Ability to communicate confidently with accredited investors and financially sophisticated individuals.
Strong negotiation, objection-handling, interpersonal, and relationship-building skills.
Excellent written and verbal communication skills.
Self-motivated, competitive, results-oriented, and accountable.
Strong organizational and CRM management capabilities.
Ability to work independently in a fast-paced environment.
High ethical standards and commitment to compliant investor communications.
Preferred:
Experience raising capital for real estate syndications, private funds, private credit, or alternative investments.
Established relationships with accredited investors, high-net-worth individuals, family offices, or wealth advisors.
Understanding of Regulation D private placements and accredited investor requirements.
Knowledge of multifamily, senior housing, self-storage, or income-producing real estate.
HubSpot CRM experience.
Familiarity with self-directed IRAs and alternative investment custodians.
Bachelor's degree in finance, business, real estate, economics, or a related field.
Relevant securities registrations, where applicable.
Performance Expectations & Success Metrics:
Success is evaluated primarily by funded investment capital, investor acquisition, and consistent capital-raising performance. Key performance indicators include:
Capital Formation:
Monthly and quarterly funded capital raised.
Percentage of capital-raising goals achieved.
Average investment size and capital per qualified investor.
Repeat investments and additional capital from existing investors.
Investor Acquisition & Conversion:
New qualified investors acquired.
Qualified investor-to-investment conversion rate.
Completed consultations and investment presentations.
Capital commitments generated and funded.
Pipeline Development:
Meaningful investor conversations.
New qualified investment opportunities.
Total qualified pipeline and anticipated funding.
Consistency of prospecting and follow-up activities.
Sales Execution:
- Investor progression through the capital-raising process.
- CRM accuracy and pipeline visibility.
- Forecasting discipline and follow-through.
- Professionalism, investor experience, and compliance.
- Capital raised is a primary performance measurement but does not determine compensation.
- Who We're Looking ForWe're looking for a capital raiser, not an order taker.
- The ideal candidate is a proactive, ambitious professional who understands how to develop relationships with sophisticated investors and turn those relationships into measurable capital formation.
- You will thrive in this role if you:
- Are motivated by measurable goals and capital-raising targets.
- Generate opportunities rather than waiting for leads.
- Know how to advance conversations toward investment decisions.
- Are confident requesting commitments and discussing sophisticated financial concepts.
- Believe consistent prospecting, disciplined follow-up, and relationship development drive results.
- Build trust quickly through a professional, consultative approach.
- Take ownership of your pipeline, performance, and outcomes.
- Are passionate about private markets, real estate, and investor education.
What Freedom Offers:
A direct role in growing a private real estate investment firm.
A performance-oriented, entrepreneurial environment.
Access to multiple investment offerings across established real estate asset classes.
An established marketing platform generating inbound investor opportunities.
Investment education, presentations, and capital-raising resources.
Direct collaboration with experienced real estate operators and investment leadership.
Professional development and advancement opportunities.
Competitive base compensation and activity-based bonus opportunities structured to comply with applicable securities laws.
Flexible working arrangements and employee benefits, subject to eligibility.
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Level
Senior L5
Location
San Jose, CA
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
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