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Scale IRSI

Investor Relations Associate - Direct Retail Fundraising

Scale IR is a purpose-built investor relations firm helping GPs and IR teams accelerate capital raising through lead engagement strategies, conversion frameworks, and talent placement for real estate and alternative investment clients.

Scale IR

Employee count: 11-50

United States only

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Investor Relations Associate Direct Retail Fundraising

Location: Remote (US-Based)
Team: Capital Raising / Investor Relations

Role Overview

Were looking for an Investor Relations Associate with proven experience raising capital directly from retail investors, especially via cold advertising funnels (e.g., paid social, YouTube pre-roll, native ads). This role is perfect for someone who thrives at the intersection of digital marketing, sales, and capital formation.

You will own the full-cycle investor journey-qualifying, educating, nurturing, and converting prospects. You'll be backed by strong marketing and technology infrastructure and collaborate closely with partners to close high-intent leads.

What You'll Do

  • Lead direct response follow-up: Convert cold ad leads into active prospects through structured calls, email sequences, and investor education.
  • Qualify prospects: Confirm accreditation, liquidity, timeline, and strategic fit.
  • Guide the investor journey: From first interaction to document signing, providing white-glove support.
  • Educate with credibility: Explain the company's investment thesis, structure, risk profile, and target returns clearly and compliantly.
  • Collaborate with leadership: Bring in senior partners when needed to help close larger or more complex prospects.
  • Track pipeline activity: Use CRM tools to manage funnel performance and report on conversion metrics.
  • Hit performance targets: Meet weekly and monthly benchmarks for contact, engagement, movement, and capital raised.

Who You Are

  • Must have 2-5 years of sales experience in capital raising, investor relations, or financial sales with direct experience converting leads from cold traffic (ads, webinars, landing pages).
  • Oversee the entire investor journey, from initial lead through funding (proven full-cycle track record), delivering consistent, high-touch support at every stage.
  • Demonstrated ability to close deals effectively, excelling in fast-paced, results-driven environment.
  • Must be authorized to work for any employer in the US without requiring sponsorship.
  • Familiarity with CRM and marketing automation tools like HubSpot, GoHighLevel, or ActiveCampaign.
  • Excellent communicator, confident, empathetic, and credible with high-net-worth individuals.
  • Comfortable navigating investor objections and managing compliance-sensitive conversations.
  • Bonus: Experience with self-directed IRAs, non-US accredited investors, or Reg D 506(c) offerings.

Why Join Us

  • Work with a mission-driven team reshaping hospitality investment.
  • Collaborate directly with founders and decision-makers.
  • Get access to high-quality deal flow and infrastructure (Juniper Square, robust CRM, fractional CCO/legal support).

About the job

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Posted on

Job type

Full Time

Experience level

Experience

2 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours

About Scale IR

Learn more about Scale IR and their company culture.

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Scale IR is a purpose-built investor relations firm that helps General Partners (GPs) and IR teams accelerate their capital-raising efforts. Founded in 2024, the company has quickly established itself as a key player in the alternative investment space, specializing in high-conversion lead engagement strategies for clients in real estate and private equity.

The company operates across three core service lines: Scale Engagement streamlines new contact outreach and dormant lead engagement to book quality appointments with accredited investors; Scale Conversion transforms fundraising and sales operations into a finely tuned engine for success through structured, data-driven frameworks; and Scale Talent connects top IR professionals with the fastest-growing real estate sponsors, syndicators, and alternative investment firms. Scale IR functions as an extension of their clients' brands, leveraging HubSpot as a Platinum Partner and Chili Piper Partner to power their pipeline acceleration solutions.

The team is led by globally successful sales leaders, entrepreneurs, and marketing directors with an unparalleled track record in engaging leads and scaling businesses. With a focus on real-time data integration and industry-leading metrics, Scale IR delivers weekly live reports combined with real-time dashboard access, offering transparency into campaign performance and measurable outcomes.

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Scale IR

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