Scale IR ยท 5 months ago
Investor Relations Associate - Direct Retail Fundraising
United States
Full-time
Remote
Entry, Mid Level
2+ years expScale IR is a company focused on reshaping hospitality investment, and they are seeking an Investor Relations Associate with experience in raising capital from retail investors. The role involves managing the full-cycle investor journey, from qualifying leads to providing comprehensive support throughout the investment process.
Management Consulting
No H1B
Responsibilities
Lead direct response follow-up: Convert cold ad leads into active prospects through structured calls, email sequences, and investor education
Qualify prospects: Confirm accreditation, liquidity, timeline, and strategic fit
Guide the investor journey: From first interaction to document signing, providing white-glove support
Educate with credibility: Explain the company's investment thesis, structure, risk profile, and target returns clearly and compliantly
Collaborate with leadership: Bring in senior partners when needed to help close larger or more complex prospects
Track pipeline activity: Use CRM tools to manage funnel performance and report on conversion metrics
Hit performance targets: Meet weekly and monthly benchmarks for contact, engagement, movement, and capital raised
Qualification
Required
2-5 years of sales experience in capital raising, investor relations, or financial sales with direct experience converting leads from cold traffic (ads, webinars, landing pages)
Must be authorized to work for any employer in the US without requiring sponsorship
Familiarity with CRM and marketing automation tools like HubSpot, GoHighLevel, or ActiveCampaign
Excellent communicator, confident, empathetic, and credible with high-net-worth individuals
Comfortable navigating investor objections and managing compliance-sensitive conversations
Strong closer who thrives in fast-moving, remote-first teams with minimal hand-holding
Preferred
Experience with self-directed IRAs, non-US accredited investors, or Reg D 506(c) offerings
Company
Scale IR
Accelerate your Pipeline & Close More Deals Scale IR delivers tailored solutions that blend effortlessly into your existing business operations.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase