Key Responsibilities:

• Build and maintain senior relationships with RIAs through meetings, calls, conferences, and ongoing engagement.
• Serve as a trusted source of market intelligence by staying current on industry trends, investment priorities, fund launches, manager activity, and senior leadership moves.
• Identify and recruit high-quality RIAs for conference speaking opportunities, advisory boards, roundtables, and exclusive investor initiatives.
• Partner with the Content Director to shape conference agendas based on current investor interests, emerging themes, and market developments.
• Work with the Global Head of Investor Relations to develop and execute investor engagement strategies that strengthen With Intelligence's position within the institutional investment community.
• Capture insights from investor meetings, including market trends, survey ideas, panel topics, and content opportunities.
• Maintain accurate records of investor interactions, investment strategies, and market intelligence within Salesforce.
• Represent With Intelligence at industry conferences and networking events, acting as an ambassador for the business and expanding the firm's investor network.

Objectives:

• Strengthen With Intelligence's reputation and visibility among RIAs.
• Increase allocator engagement across conferences, advisory boards, and exclusive networking initiatives.
• Deliver high-quality investor participation across approximately 3 events each year.
• Generate actionable market intelligence that informs conference programming and business strategy.
• Foster long-term relationships that drive repeat engagement across the With Intelligence portfolio.

Skills & Experience:

• Excellent relationship-building and communication skills, with the confidence to engage senior RIAs.
• Strong commercial awareness and an understanding of investment markets, private markets, and alternative assets.
• Strong understanding of how to qualify RIAs.
• Ability to translate investor feedback into innovative conference sessions, networking opportunities, surveys, case studies, and other engagement initiatives.
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
• Self-motivated, proactive, and comfortable working independently while collaborating across teams.
• Strong analytical skills with the ability to identify market trends and emerging investment themes.
• Results-oriented with a proven ability to build relationships and achieve engagement targets.
• High level of professionalism, integrity, and sound judgment.
• Experience using Salesforce or similar CRM platforms.
• Willingness to travel regularly to conferences, client meetings, and industry events.

Compensation/Benefits Information: The anticipated base salary range for this position is up to $120,000 per year.

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