Securities Litigation Intake & Investor Outreach Coordinator Jobs in San Diego,CA,US
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W3global
Remote
Full-Time
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Job Description
Job description This is a hybrid role combining client intake, legal marketing execution, and digital distribution oversight.
You will be responsible for:
- Serving as the first point of contact for prospective clients
- Managing and qualifying inbound investor leads
- Supporting and executing press release distribution for new cases
- Ensuring our cases reach and are visible across key retail investor channels This is not a passive administrative role. We are looking for someone who can operate with ownership, precision, and sound judgment. Key Responsibilities Client Intake & Lead Management
- Answer and manage inbound calls and inquiries from potential clients (investors)
- Conduct structured intake to assess eligibility (e.g. stock ownership, losses, timing)
- Accurately log and track all leads in CRM/database systems
- Maintain organized intake records for attorney review and follow-up
- Ensure timely response to all inbound inquiries Press Release & Case Launch Coordination
- Coordinate the release of press announcements for newly filed cases
- Work with attorneys to prepare and finalize distribution materials
- Manage distribution through wire services (e.g., GlobeNewswire, PR Newswire, Business Wire, Accesswire)
- Track timing, consistency, and accuracy across multiple active matters Investor Outreach & Platform Coverage
- Monitor and ensure visibility of Firm announcements across retail investor platforms, including: o StockTwits o Yahoo Finance message boards o Reddit (e.g./stocks, r/investing) o Other relevant investor communities
- Verify that press releases are being properly picked up and surfaced
- Track engagement and identify gaps in distribution or visibility Website & SEO Support
- Assist with publishing and updating case-related content on Firm website
- Ensure basic SEO best practices are followed (titles, keywords, structure)
- Monitor indexing and visibility of published content and press releases
- Coordinate with outside vendors Data Accuracy & Operational Support
- Maintain clean, accurate, and up-to-date data across all systems
- Generate internal reports on lead flow and campaign activity (as needed)
- Identify and flag inefficiencies in intake or distribution processes Qualifications Required 2+ years of experience in one or more of the following: o Investor relations or financial communications o Professional services intake o Legal marketing or PR
- Strong phone presence and ability to communicate clearly with prospective clients
- Excellent attention to detail and organizational skills
- Ability to manage multiple priorities in a fast-paced environment Preferred (Highly Valuable)
- Experience at a plaintiff-side securities or class action firm
- Familiarity with press release distribution platforms (GlobeNewswire, Business Wire, etc.)
- Understanding of how retail investors consume and share information online
- Working knowledge of SEO fundamentals and website content management
- Comfort operating independently and taking ownership of workflows
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