Investor Outreach Associate Needed (SDR Role)
Budget: $50,000 – $100,000 USD
We are hiring an SDR with sales, investor-facing, and financial experience to support a structured outreach process targeting angel investors.
Responsibilities
• Contact pre-qualified investor lists (e.g., AngelList)
• Conduct discovery + present the investment opportunity
• Assess investor fit (activity, sectors, check size)
• Log and manage pipeline in CRM
• Guide investors through accreditation and subscription process
• Support capital raise efforts and coordinate with the broker-dealer
Compliance
• Operate within Reg A+ marketing and solicitation guidelines
• Follow approved scripts, disclosures, and workflows
Requirements
• Experience in sales, capital raising, investor relations, or financial services
• Proven ability to speak with and pitch investors/HNW individuals
• Strong understanding of private markets and fundraising processes
• Clear communicator, detail-oriented, CRM disciplined
o C1 English Proficiency
• Comfortable in structured, regulated environments
Responsibilities
• Contact pre-qualified investor lists (e.g., AngelList)
• Conduct discovery + present the investment opportunity
• Assess investor fit (activity, sectors, check size)
• Log and manage pipeline in CRM
• Guide investors through accreditation and subscription process
• Support capital raise efforts and coordinate with the broker-dealer
Compliance
• Operate within Reg A+ marketing and solicitation guidelines
• Follow approved scripts, disclosures, and workflows
Requirements
• Experience in sales, capital raising, investor relations, or financial services
• Proven ability to speak with and pitch investors/HNW individuals
• Strong understanding of private markets and fundraising processes
• Clear communicator, detail-oriented, CRM disciplined
o C1 English Proficiency
• Comfortable in structured, regulated environments