United Legacy · 23 hours ago
Investor Relations Associate
San Diego, CA
Full-time
Onsite
Senior Level
$65K/yr - $105K/yr
5+ years expUnited Legacy is a portfolio of real estate–focused brands that manage capital across private lending and development strategies. The Investor Relations Associate serves as a primary relationship manager for prospective and existing investors, focusing on building long-term relationships and providing tailored investment solutions.
ConsultingFinancial ServicesLending
Hiring Manager
Daniella Flores
Responsibilities
Build and manage long-term relationships with high-net-worth and professional investors
Lead discovery conversations to understand financial objectives, risk considerations, and portfolio priorities
Conduct in-person and virtual meetings with prospective and existing clients at offices and external locations
Explain United Legacy’s real estate and income-focused investment offerings in a clear, accessible manner
Introduce investment, lending, and wealth planning concepts to support a goals-based approach to portfolio diversification
Identify opportunities to deepen relationships across real estate, lending, and alternative investment solutions
Maintain proactive communication and deliver a high-touch client experience
Cultivate relationships with referral partners and centers of influence to generate new investor relationships
Partner with internal teams to deliver coordinated client solutions and ensure smooth execution
Maintain accurate documentation of client interactions, progress, and next steps
Ensure all interactions align with regulatory requirements, internal policies, and professional standards
Qualification
Required
Minimum of 5 years of experience in financial services, real estate, lending, client services, or consultative sales
Working knowledge of investments, real estate, wealth planning, or lending concepts
Proven ability to build trusted, long-term client relationships
Track record of delivering a strong, relationship-driven client experience
Experience growing relationships across multiple products or service offerings
Strong communication, organization, and collaboration skills
Preferred
Bachelor's degree
Applicable financial services licenses such as Series 7, Series 65, or Series 66
State insurance licenses
Active or inactive real estate license (salesperson, originator, or broker), where applicable
Experience supporting residential, commercial, or business lending needs
Established referral network or strong community presence
Benefits
Health Insurance: Medical, dental, and vision coverage
Paid Time Off: Unlimited PTO, eligible after probationary period
Sick Leave: Eligible after probationary period
Company
United Legacy
UNITED LEGACY provides financial services such as lending, investing, and business planning.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase