Beacon Management · 2 months ago
Director, Investor Relations
NYC Office - NYC, New York, NY, US
Full-time
Onsite
Director/Executive
$175K/yr - $210K/yr
7+ years expLightstone is one of the most diversified privately held real estate companies in the United States, focusing on developing, managing, and investing in various real estate sectors. The Director of Investor Relations will oversee operational leadership, enhance investor experience, and drive efficiency in investor communications while managing a team of Investor Relations Associates.
Property DevelopmentProperty ManagementReal Estate
Responsibilities
Ensure exceptional investor satisfaction by streamlining onboarding processes and minimizing response times
Monitor and continuously improve the investor experience from initial inquiry through lifecycle management
Develop and implement SOPs and operational workflows for all investor-facing processes
Maintain quality control across all communications, onboarding documents, and investor deliverables
Own CRM configuration and serve as primary collaborator with Marketing on investor communication flows, lead management, and lead nurture strategy
Own the gathering and action items from investor feedback – surveys, anecdotal/ad hoc feedback, and implicit feedback from analytics and data proxies. Take a “voice of the customer” approach and establish feedback loops to the IR team, Product, real estate stakeholders, and marketing
Above all, create an excellent investor experience and own retention KPIs
Supervise and support Investor Relations Associates, ensuring alignment with department goals and service standards
Establish escalation protocols, lead assignment, investor rep assignment, and coordination of engagement
Provide coaching, mentorship, and professional development to junior team members
Leverage pre-existing relationships and work prospecting channels to close high-value new investors – particularly HNW, family offices, or RIAs
Serve as escalation point for high-potential new prospects
Oversee client service for high-value accounts
Coordinate and manage regular investor updates, quarterly reports, and performance summaries
Respond promptly and accurately to investor inquiries via email, phone, and CRM-based systems
Assist in the preparation of marketing and communication materials for investors and partners
Plan and execute investor-facing events including webinars, in-person meetings, and networking events
Work cross-functionally with marketing and executive teams to maximize investor engagement and retention
Leverage CRM and marketing data to refine investor engagement strategies and improve sales conversions
Collaborate with Marketing to align messaging, track performance, and optimize investor acquisition efforts
Ensure all investor communications and processes comply with Reg D 506(c) requirements and internal standards
Maintain proper documentation and audit trails for investor interactions and transactions
Collaborate with legal and compliance teams to uphold regulatory standards
Participate in the evaluation and implementation of technology tools that improve IR performance and scalability
Identify and resolve operational bottlenecks to support growth and scale of the investment platform
Qualification
Required
Bachelor's degree in Finance, Business, Communications, or related field
7+ years of experience in Investor Relations, Financial Services, Private Equity, or Real Estate
Strong knowledge of Reg D offerings and compliance frameworks
Proven leadership capabilities with experience managing or mentoring team members
Proficiency with CRM systems (e.g., Salesforce, HubSpot) and investor portals
Exceptional communication, analytical, and organizational skills
Demonstrated ability to manage multiple priorities in a deadline-driven environment
High attention to detail and commitment to delivering quality outcomes
Company
Beacon Management
Beacon Management owns, operates, and manages residential housing communities.
201-500 employees
Funding
Current Stage
Growth StageRecent News
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