Senior Investor Relations Associate Position Available In Sarasota, Florida
Tallo's Job Summary: As a Senior Investor Relations Associate at Bequest Asset Management, you will be responsible for nurturing investor relationships, supporting capital raise initiatives, and providing a top-notch experience for investors. The ideal candidate will have 5-10 years of experience in investor relations, strong communication skills, and be tech-savvy. This role offers a competitive salary, performance-based bonus, health insurance, retirement plan options, and opportunities for career advancement as the company grows.
Job Description
About Bequest Bequest Asset Management is a boutique private asset management firm headquartered in Sarasota, FL. We specialize in delivering income-oriented investment strategies to accredited & non accredited investors across the U.S. Our mission is to provide consistent high yielding returns for Main Street investors such that they can confidently and easily generate financial freedom. We are currently scaling our operations and consistently raising capital to help fuel our assets under management within real estate and energy. We have over 200 current investors that continue to grow daily. We’re looking for a skilled Investor Relations Manager to help us deepen investor relationships and accelerate our capital raise efforts. Role Overview As our Senior Investor Relations Associate, you will be the primary interface between Bequest and its current and prospective investors. You’ll help drive engagement, conversion, and retention by managing communications, supporting capital raise initiatives, and providing a white-glove experience throughout the investor journey. This role is perfect for someone who is passionate about financial education, enjoys connecting with people, and thrives in a fast-moving entrepreneurial environment. Key Responsibilities Prospect and nurture new investor relationships from interest to investment and reinvestment. Respond to inbound investor inquiries and provide clear, compliant, and timely information. Support ongoing capital raise efforts across Reg D and Reg A+ offerings as well as important strategic partnerships. Coordinate and host investor webinars, virtual events, and in-person meetups. Maintain and organize CRM data (HubSpot or similar), track pipeline activity and KPIs. Work closely with the marketing and leadership teams to develop content and optimize campaigns. Monitor investor feedback, FAQs, and objections to improve investor communications and onboarding processes. What We’re Looking For 5-10 years of experience in investor relations, capital raising, or private wealth. Prior experience working with accredited and non-accredited investors. Strong communication and interpersonal skills with a warm, confident presence.
Tech-savvy:
proficient with CRM software (e.g., HubSpot), email automation tools, and webinar platforms. Familiarity with 506(b), 506(c), or Reg A+ structures and their compliance nuances. Experience in private credit, income funds, or real estate-backed investments is a major plus. Based in or willing to relocate to Sarasota or the greater Tampa Bay area. Success in This Role Looks Like Growing our base of investors and repeat investors. Increasing the average check size and investor retention. Becoming a trusted voice for Bequest and a key contributor to our capital strategy. Working collaboratively across your Investor Relations colleagues, the Investor Concierge Team, Marketing and Finance teams. Compensation & Benefits Competitive base salary + performance-based bonus Health insurance and retirement plan options Flexible schedule (with hybrid work flexibility) Opportunity to grow into a senior-level position as Bequest scales
