Senior Community Manager, Relationship Management

This role provides operational backbone for the Relationship Management team through CRM management, investor call preparation, scheduling, follow-up tracking, reporting, process improvement, investor inquiry support, and portfolio research. The position is part of a five-day-a-week, in-office culture in Manchester, New Hampshire.

Responsibilities

• Own the operational infrastructure supporting the Relationship Management team.
• Manage email support, call scheduling, Calendly, follow-up coordination, and portfolio research.
• Maintain accurate investor records, activity logs, notes, and interaction histories in the CRM.
• Prepare investor call materials and portfolio summaries.
• Serve as a first point of contact for investor inquiries.
• Manage post-call documentation, request routing, and resolution tracking.
• Identify investors needing attention and surface them to the relevant Relationship Manager.
• Improve workflows, playbooks, and process documentation.
• Track team activity and KPIs and support leadership reporting.
• Identify operational inefficiencies and develop solutions.
• Use AI tools to improve work quality and speed.
• Participate in investor calls and develop toward independent investor calls.
• Contribute to investor education and engagement conversations.

Requirements

• 5–7 years of experience in a high-volume investor- or client-facing financial services role.
• Experience in wealth management, private banking, fund operations, or a related field preferred.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Experience managing CRM systems such as HubSpot or Salesforce.
• Process-oriented mindset and ability to improve documented workflows.
• Ability to manage multiple priorities without sacrificing quality or follow-through.
• Genuine interest in venture capital, investing, and investor experience.
• Prior FINRA licensure such as Series 7, 63, or 66 is a plus.
• Experience supporting senior-level professionals.
• Familiarity with investor onboarding, relationship management workflows, or fund operations.
• Must be authorized to work in the United States without current or future employer-sponsored visa sponsorship.

Benefits

• Comprehensive health coverage with multiple plan options
• Employer-funded deductible support
• HSA contributions
• Dental and vision plans
• HSA, FSA, and commuter benefits with monthly employer contribution
• 401(k) with company match and immediate vesting
• Company-paid life and disability insurance
• Employee assistance program
• Health advocacy and wellness resources
• Flexible unlimited PTO
• Paid parental leave
• 11 company holidays