[Remote] Investor Relations | Account Manager

Note: The job is a remote job and is open to candidates in USA. Custom Capital is a vertically-integrated commercial real estate origination platform that connects high-net-worth investors with institutional-quality investment opportunities. The Account Manager and Investor Relations Associate roles are client-facing positions focused on delivering exceptional service to sophisticated investors, managing investor readiness, and guiding them through the deal journey.

Responsibilities

• Own Pre-LOI Investor Readiness: Collect and verify investor documentation (Personal Financial Statements, tax returns) to ensure investors are qualified and ready before LOI execution. Maintain final Investor Ready authority—Sales cannot override
• Execute Post-Close Activation: Within 7 days of funding, complete Week-1 activation including cost segregation provider introductions, close file delivery, tenant introductions, and ACH setup coordination
• Manage Ongoing Portfolio Stewardship: Maintain lender covenant calendars, coordinate annual PFS/tax refreshes, conduct quarterly portfolio reviews, and guide capital event planning (refinance, sale, 1031, add-on acquisitions)
• Serve as the Investor Hub: Function as the investor's long-term home base between deals. Receive Asset Manager updates, ensure timely delivery, and communicate investor-friendly summaries
• Drive Repeat Business: Track next-deal timing and buy-box evolution. Brief Sales Associates when investors are ready to pursue new opportunities
• Maintain CRM Integrity: Keep HubSpot updated with accurate investor readiness status, document dates, communication preferences, and post-close tracking
• Quarterback the Transaction Journey: Own investor communication from LOI/EMD execution through funding. Provide weekly status updates and milestone progression narration in clear, investor-friendly language
• Manage Lender-Critical Items: Run the 3-business-day lender-critical items window with appropriate escalation. Chase post-LOI exception items per policy and coordinate term sheet review with investors
• Coordinate Due Diligence Communications: Address investor questions about properties, third-party reports, appraisals, lease structures, and settlement statements. Route bids and approvals with clear turnaround expectations
• Manage Closing Logistics: Coordinate investor-side closing requirements including mobile notary appointments, final wire timing/instructions, and investor travel/availability
• Deliver Difficult Communications: Handle deal-cycle challenges professionally and transparently, escalating appropriately and including relevant stakeholders per policy
• Maintain Deal Tracking: Update milestone progress in Monday.com and ensure seamless handoffs to Account Management post-close

Skills

• 3–5 years in investor relations, client services, or relationship management, with exposure to commercial real estate, wealth management, or financial services
• HNW client experience strongly preferred
• CRM proficiency—experience with HubSpot or similar platforms
• Commercial real estate knowledge—familiarity with NNN investments, lease structures, and transaction processes
• Understanding of 1031 exchanges is a plus
• Exceptional communication skills—polished, professional, and comfortable engaging with sophisticated investors across phone, email, and video
• Detail-oriented and organized—able to manage multiple investor relationships simultaneously while maintaining personalized, high-touch service
• Tech-savvy—comfortable with Monday.com, Slack, DocuSign, and remote collaboration tools
• White-Glove Service Background: You've built your career in environments where exceptional client experience is non-negotiable—luxury hospitality, private banking, wealth management, family offices, concierge services, luxury real estate, private aviation, or high-end sales
• You understand that HNW clients expect anticipation, not reaction

Benefits

• Competitive Compensation: Base + variable compensation commensurate with experience and performance.

Company Overview

• Custom Capital is a one-of-a-kind commercial real estate firm that removes all the barriers to entry for HNWI's through our private family office commercial real estate division. It was founded in 2022, and is headquartered in Orlando, Florida, USA, with a workforce of 11-50 employees. Its website is https://customcapitalstrategies.com.

Apply tot his job Apply To this Job