Investor Relations Manager
About Real Estate Transition Solutions
Real Estate Transition Solutions (RETS) is a highly respected, fast-growing real-estate investment advisory firm specializing in tax-deferred 1031 Exchange strategies & Delaware Statutory Trust investments. Based in Kirkland, Washington, RETS has represented our clients in the acquisition of over $1.4 billion in institutional real estate. Our firm is client centric, growth focused, and results driven. RETS provides a constructive working environment where collaboration, productivity and authenticity are both fostered and expected.
We value in-person interaction in our Kirkland office, believing that the best opportunities to engage and inspire come from in-person collaboration. As a team, we are tenacious, accountable and innovative.
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Job Responsibilities
The Investor Relations Manager is a key leadership role, ensuring a high-quality experience for clients throughout the investment process and investment lifecycle. This includes overseeing investor communications, client onboarding, closing documentation, and post-investment engagement. The role works closely with our Advisor, Due Diligence, Compliance, Operations, and Marketing teams to deliver a consistent and professional investor experience.
The ideal candidate is highly organized, detail-oriented, and experienced in investor relations within the syndicated real estate or financial services space. They are a strong communicator and systems thinker, capable of building scalable processes that enhance the client experience while supporting company growth.
Responsibilities and Duties of the Investor Relations Manager
Investor Experience & Communication:
- Oversee the full investment closing process, including the review and submission of all required documentation, ensuring accuracy, timeliness, and coordination with Advisors, custodians, and sponsor platforms.
- Serve as the primary point of contact for investor communications, ensuring timely and professional handling of inquiries, updates, and issues.
- Oversee delivery of all investor-facing communications, including investment confirmations, quarterly statements, distribution notices, and tax documentation.
- Work with Advisors to guide investors through the onboarding process.
- Build scalable systems and processes to deliver a best-in-class investor experience, from initial contact through post-close follow-up and throughout the lifecycle of the investment.
Process & Infrastructure:
- Develop and maintain internal documentation and workflows for handling investor relations tasks and standard operating procedures (SOPs).
- Build out training materials and onboarding plans to ensure internal team members understand and consistently follow investor relations processes.
- Coordinate with internal teams-including Compliance, Operations, Due Diligence, and the Advisor team-to ensure timely and accurate processing of investor paperwork, including completion of closing documentation and subscription materials.
- Identify and implement technology solutions and automation opportunities to improve investor communications, document handling, and data tracking.
Leadership & Strategy:
- Define and track key performance indicators for investor satisfaction, onboarding cycle times, and communication responsiveness.
- Proactively identify investor concerns, themes, or feedback to help guide broader strategy around messaging, service delivery, and retention.
- Partner closely with the Advisor team to ensure seamless handoff of clients into the investment process, identifying friction points or training opportunities that enhance internal efficiencies.
- Help define the ideal post-close engagement journey for investors and recommend strategic improvements to increase satisfaction and long-term loyalty.
Compliance & Coordination:
- Establish and enforce compliance protocols across all investor documentation and data management activities.
- Ensure investor communications and processes meet regulatory and compliance standards in coordination with internal legal and compliance stakeholders.
- Assist with audits, due diligence requests, and reporting requirements related to client communications and data.
- Ensure all team members uphold privacy and confidentiality standards in alignment with FINRA requirements and internal policies.
Supervisory Responsibilities:
- Provide day-to-day leadership for Investor Relations staff (including Specialists), ensuring alignment with company standards for service, accuracy, and responsiveness.
- Guide development of workflows and best practices for document handling, file management, and client follow-up across the IR team.
- Participate in recruiting, onboarding, and performance development of team members.
- Mentor and coach staff to ensure continuous improvement, professional development, and role clarity across the function.
Qualifications and Skills:
- Bachelor's degree in business, finance, communications, or related field; advanced degree preferred but not required.
- Minimum of 7 years of experience in investor relations, financial services, or client service in a regulated investment environment.
- Exceptional communication skills with the ability to translate complex investment concepts into clear, client-friendly language.
- Strong organizational and project management abilities; capable of managing multiple priorities with accuracy and attention to detail.
- Demonstrated experience with CRM and investor servicing platforms, such as Salesforce, Altigo, and iCapital.
- Familiarity with alternative investments, including Regulation D, private placement offerings, and SEC/FINRA compliance practices.
- High level of discretion and professionalism in handling confidential client data and sensitive investment communications.
- Entrepreneurial mindset with a desire to continuously improve processes and deliver excellent service.
Pay Transparency Information:
The compensation range is $95,000 - $115,000 plus quarterly bonus.
This is a full-time, exempt position
Office Hours: 8:30am - 5:00pm
Benefits for eligible employees:
- Quarterly bonus payout
- Health coverage includes medical, dental, vision and HSA
- Basic life and AD&D
- 401(k) Plan with company matching.
- Paid time off + Winter break - the week between December 24 - January 1
- Employee Assistance Program (EAP)
- Complimentary parking
- Snacks