CraigCecilio.com · 5 days ago
Investor Relations & Capital Allocation Specialist
San Diego, CA
Full-time
Onsite
Mid LevelCraigCecilio.com is a company focused on investor relations and capital allocation, seeking an Investor Relations & Capital Allocation Specialist to manage investor communications and facilitate capital placement. The role involves maintaining investor relationships, guiding them through the capital placement process, and ensuring they have the necessary information for decision-making.
Financial Services
Responsibilities
Maintain ongoing relationships with investors allocating $100K–$1M
Understand investor objectives and constraints at a high level (without suitability determinations)
Communicate clearly, directly, and professionally
Guide investors through the process of participating in offerings, including:
Explaining materials and disclosures
Clarifying how allocations are submitted
Coordinating next steps once a decision is made
Ensure decisions are investor-driven and well-documented
Support capital initiatives initiated through group briefings, webinars, and communications led by Craig Cecilio
Conduct follow-ups to:
Answer factual questions
Clarify positioning
Confirm investor intent
Translate interest into completed allocations without pressure
Operate from AI-curated investor lists based on engagement signals, prior participation, and expressed interest
Prioritize investors demonstrating readiness and intent
Focus on decision clarity and capital velocity, not activity volume
Close 2–3 funded investments per week
Maintain relationship continuity through funding and follow-on opportunities
Accurately log investor interactions, intent, and timing in CRM systems
Provide leadership feedback on:
Investor sentiment
Messaging clarity
Platform friction
Market readiness
Qualification
Required
Experience in investor relations or capital allocation
Strong communication skills, both verbal and written
Ability to manage relationships with high-net-worth individuals
Understanding of investment offerings and capital placement processes
Proficiency in CRM systems for logging interactions and reporting
Ability to facilitate capital placement without providing investment advice
Strong organizational skills to manage multiple investor relationships
Ability to work in a fast-paced environment and meet conversion expectations
Preferred
Experience with AI-assisted tools for investor management
Familiarity with the real estate investment sector
Experience conducting group briefings or webinars
Knowledge of risk disclosures and documentation requirements
Background in financial services or related fields
Company
CraigCecilio.com
Ready to Elevate Your Business? The Craig Cecilio Brand delivers the strategic leadership and innovative thinking required to break through barriers and achieve ambitious goals.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase