Scale IR
Investor Relations Associate - Direct Retail Fundraising
Scale IR, Lawrence, Massachusetts, us, 01842
Join to apply for the
Investor Relations Associate - Direct Retail Fundraising
role at
Scale IR 1 day ago Be among the first 25 applicants Join to apply for the
Investor Relations Associate - Direct Retail Fundraising
role at
Scale IR Were seeking a high-performing Investor Relations Associate with a track record of raising capital from retail investors through direct response marketing funnels (e.g., paid social, YouTube pre-roll, native ads, webinars). This role sits at the crossroads of digital marketing, investor education, and capital formation -ideal for someone who knows how to turn cold leads into committed capital.
You'll take full ownership of the investor journey, from initial outreach to final close, with the support of cutting-edge marketing tools, CRM systems, and a collaborative team thats deeply committed to building long-term investor relationships.
Role Responsibilities
Lead Management & Conversion: Engage and convert inbound leads from paid campaigns through structured outreach, email sequences, and personalized follow-ups. Investor Qualification: Assess accreditation, capital availability, timing, and fit with fund strategy. Investor Experience: Provide high-touch, white-glove guidance from first touchpoint to signed docs, ensuring responsive and compliant communication. Education & Representation: Clearly explain investment thesis, deal structures, risk factors, and target returns to prospective investors. Capital Raising Support: Raise new commitments for funds, co-investments, and joint ventures while managing follow-on investments from existing LPs. Content & Reporting: Prepare investor-facing materials including presentations, webinars, reports, and memoranda; assist with due diligence responses. Pipeline Management: Track funnel performance in CRM/automation tools and report on engagement, conversion, and capital raised. Collaboration: Partner with senior leadership to close larger commitments or navigate complex investor scenarios. Operational Support: Assist with capital calls, distributions, and preparation of organizational charts or deal summaries. Market Insights: Synthesize portfolio data and key real estate trends into viewpoints that strengthen investor conversations. Who You Are
2-5 years of experience in capital raising, investor relations, or financial sales, with proven success converting leads from digital funnels. Proficient in CRM and marketing automation platforms (HubSpot, GoHighLevel, ActiveCampaign, etc.). An exceptional communicator -credible, articulate, and empathetic -with strong relationship-building skills. Skilled at handling objections and navigating compliance-sensitive conversations. Self-motivated, performance-driven, and thrives in fast-paced, remote-first environments. Bonus: Experience with self-directed IRAs, non-U.S. accredited investors, or Reg D 506(c) offerings. Familiar with fund documentation, private placement memoranda, and investment operating agreements. Capable of contributing to marketing initiatives, new fund launches, and cultivating prospective investor relationships (family offices, RIAs, etc.). Why Join Us
Join a mission-driven, collaborative team shaping the future of retail investing. Work closely with founders and leadership, gaining direct exposure to deal flow and strategic initiatives. Access a robust tech and marketing infrastructure that amplifies your results. Enjoy the flexibility of a remote-first culture with a focus on performance, autonomy, and growth.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Business Consulting and Services Referrals increase your chances of interviewing at Scale IR by 2x Get notified about new Investor Relations Associate jobs in
Lawrence, MA . Boston, MA $85,000.00-$100,000.00 3 days ago Investor Relations Analyst/Associate, Special Situations
Investor Relations Analyst/Associate, Private Equity
Boston, MA $80,000.00-$100,000.00 2 weeks ago Boston, MA $95,000.00-$100,000.00 2 weeks ago Investor Relations Diligence Associate, Real Estate
Boston, MA $85,000.00-$100,000.00 4 days ago Manager, Investor Relations and Corporate Communications
Boston, MA $120,000.00-$120,000.00 1 day ago Investor Relations Product Support Manager, Global Private Equity
Investor Relations Analyst/Associate, Capital Markets
Boston, MA $110,000.00-$125,000.00 2 weeks ago Boston, MA $60,375.00-$100,625.00 2 days ago Senior Analyst, Corporate Finance & Investor Relations
Associate, Portfolio Valuation and Fund Advisory Services – Multiple Locations
Investor Relations Product Support Associate, Private Credit
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Investor Relations Associate - Direct Retail Fundraising
role at
Scale IR 1 day ago Be among the first 25 applicants Join to apply for the
Investor Relations Associate - Direct Retail Fundraising
role at
Scale IR Were seeking a high-performing Investor Relations Associate with a track record of raising capital from retail investors through direct response marketing funnels (e.g., paid social, YouTube pre-roll, native ads, webinars). This role sits at the crossroads of digital marketing, investor education, and capital formation -ideal for someone who knows how to turn cold leads into committed capital.
You'll take full ownership of the investor journey, from initial outreach to final close, with the support of cutting-edge marketing tools, CRM systems, and a collaborative team thats deeply committed to building long-term investor relationships.
Role Responsibilities
Lead Management & Conversion: Engage and convert inbound leads from paid campaigns through structured outreach, email sequences, and personalized follow-ups. Investor Qualification: Assess accreditation, capital availability, timing, and fit with fund strategy. Investor Experience: Provide high-touch, white-glove guidance from first touchpoint to signed docs, ensuring responsive and compliant communication. Education & Representation: Clearly explain investment thesis, deal structures, risk factors, and target returns to prospective investors. Capital Raising Support: Raise new commitments for funds, co-investments, and joint ventures while managing follow-on investments from existing LPs. Content & Reporting: Prepare investor-facing materials including presentations, webinars, reports, and memoranda; assist with due diligence responses. Pipeline Management: Track funnel performance in CRM/automation tools and report on engagement, conversion, and capital raised. Collaboration: Partner with senior leadership to close larger commitments or navigate complex investor scenarios. Operational Support: Assist with capital calls, distributions, and preparation of organizational charts or deal summaries. Market Insights: Synthesize portfolio data and key real estate trends into viewpoints that strengthen investor conversations. Who You Are
2-5 years of experience in capital raising, investor relations, or financial sales, with proven success converting leads from digital funnels. Proficient in CRM and marketing automation platforms (HubSpot, GoHighLevel, ActiveCampaign, etc.). An exceptional communicator -credible, articulate, and empathetic -with strong relationship-building skills. Skilled at handling objections and navigating compliance-sensitive conversations. Self-motivated, performance-driven, and thrives in fast-paced, remote-first environments. Bonus: Experience with self-directed IRAs, non-U.S. accredited investors, or Reg D 506(c) offerings. Familiar with fund documentation, private placement memoranda, and investment operating agreements. Capable of contributing to marketing initiatives, new fund launches, and cultivating prospective investor relationships (family offices, RIAs, etc.). Why Join Us
Join a mission-driven, collaborative team shaping the future of retail investing. Work closely with founders and leadership, gaining direct exposure to deal flow and strategic initiatives. Access a robust tech and marketing infrastructure that amplifies your results. Enjoy the flexibility of a remote-first culture with a focus on performance, autonomy, and growth.
Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Business Consulting and Services Referrals increase your chances of interviewing at Scale IR by 2x Get notified about new Investor Relations Associate jobs in
Lawrence, MA . Boston, MA $85,000.00-$100,000.00 3 days ago Investor Relations Analyst/Associate, Special Situations
Investor Relations Analyst/Associate, Private Equity
Boston, MA $80,000.00-$100,000.00 2 weeks ago Boston, MA $95,000.00-$100,000.00 2 weeks ago Investor Relations Diligence Associate, Real Estate
Boston, MA $85,000.00-$100,000.00 4 days ago Manager, Investor Relations and Corporate Communications
Boston, MA $120,000.00-$120,000.00 1 day ago Investor Relations Product Support Manager, Global Private Equity
Investor Relations Analyst/Associate, Capital Markets
Boston, MA $110,000.00-$125,000.00 2 weeks ago Boston, MA $60,375.00-$100,625.00 2 days ago Senior Analyst, Corporate Finance & Investor Relations
Associate, Portfolio Valuation and Fund Advisory Services – Multiple Locations
Investor Relations Product Support Associate, Private Credit
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr