Investor Relations Appointment Setter -High-Net-Worth - Worldwide/Remote

Paired is a global staffing and recruiting agency that pairs remote work with top-tier talent. We help individuals from around the world connect with great companies that are looking for their specific skill set. Our mission is to provide great jobs to talented people, no matter where they are located.

Role Overview

This is not a traditional BDR role. You are the first point of contact between high-net-worth investors and a senior capital

markets executive. Your job is not to “sell.” Your job is to qualify, position, and secure meetings with serious investors—individuals capable of deploying $100K to $1M+—and ensure they are prepared to engage at a high level.

You will operate inside The Company´s capital formation engine with:

● Access to warm, engaged investor leads

● Direct alignment with senior executives

● Proven frameworks for qualifying and advancing capital conversations

This role requires presence, precision, and control. You are setting the tone for every relationship that follows.

What You’re Really Doing

● Qualifying capital, not chasing leads

● Controlling conversations with composure and authority

● Filtering serious investors from noise

● Positioning executive calls as valuable, not available

● Ensuring every scheduled meeting has intent, context, and potential capital behind it

Key Responsibilities

● Conduct outbound calls to warm, pre-engaged investors

● Qualify prospects based on:

○ Investment capacity ($100K–$1M+)

○ Timeline and intent

○ Sophistication and readiness

● Pre-frame and position meetings with senior executives to increase close rates

● Set high-quality, high-conversion appointments—not volume for the sake of activity

● Maintain structured call notes and qualification data inside CRM

● Follow strategic call frameworks while maintaining a natural, controlled tone

● Work directly with leadership to refine targeting, messaging, and qualification standards

● Protect executive time by ensuring only qualified, aligned prospects are scheduled

Performance Expectations

● 20+ meaningful conversations per day

● 2–4 qualified investor appointments set per day

● High second-call show rate (you own the quality of the set)

● Consistent pipeline contribution to capital raise targets

What You’ll Do

● Real capital moves at the $100K–$1M level

● Speak with high-net-worth individuals with authority

● Elite operators qualify, control, and advance financial conversations

● Build trust quickly without overselling

● Operate inside a high-performance capital formation system

Requirements

● Command Presence – You sound credible, controlled, and composed

● Emotional Discipline – You don’t chase, you qualify

● Strong Communication – Clear, direct, and professional

● Sales Experience – Phone-based experience strongly preferred

● Financial Curiosity – You can learn fast and speak intelligently about money

● Attention to Detail – You capture what matters and filter what doesn’t

● Coachability + Competitiveness – You want to improve and win

Compensation

● Base compensation +

● Performance-based bonuses tied to:

○ Qualified appointments set

○ Show rates

○ Downstream capital conversion

Commitment Expectations

● Minimum 6:30 - 7 hours per day of focused call time

● Full accountability to quality + outcomes (not just activity)

● A long-term mindset—this role is a gateway into capital markets

Final Note

You are not booking meetings.

You are allocating access.

And the people you’re speaking to expect to be handled accordingly.

Benefits

• Remote Working for US Company
• Exposure to new technology & trend
• Competitive Salary