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Dagen Personnel LLC

Director of Investor Relations

dallas, TX

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Job description

Director of Investor Relations

The Director of Investor Relations owns the top of the firm's formation funnel and the day-to-day experience of the firm's limited partners and prospective investors.

KEY RESPONSIBILITIES

Build and manage the institutional prospect pipeline across endowments, foundations, single and multi-family offices, RIAs and private wealth platforms: research, qualification, outreach and scheduling of introductory meetings.

Coordinate the full meeting lifecycle for the CIO: preparation, materials, logistics, follow-up and next-step tracking, ensuring every interaction ends with a defined next step and trigger date.

Own the firm's CRM: data integrity, follow-up discipline and regular pipeline reporting to the

Manage distribution of quarterly letters, factsheets and campaign communications to prospect and limited partner lists; track engagement and substantive responses.

Support existing limited partners through subscription windows, document requests and onboarding, in coordination with the fund administrator.

Plan and support investor events, conference participation and the firm's presence in allocator

QUALIFICATIONS

Seven or more years of client-facing experience in financial services, including direct experience raising or introducing institutional capital to endowments, foundations, family offices or private wealth platforms.

Demonstrated outbound business development discipline: list building, high-volume outreach and structured follow-

Excellent written and verbal communication with sophisticated financial

CRM fluency (Salesforce or equivalent) and a rigorous, self-directed process

High energy and comfort operating in a lean, entrepreneurial team where ownership is broad and accountability is

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Worksite address

dallas, TX, 75215, US

Who can apply

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