Investor Relations Associate

About IWP

Capital and calling, together

Investing With Purpose is a faith-driven private equity real estate firm. We help accredited investors build long-term, tax-efficient wealth through institutional-quality multifamily investments. Through our Purposed CARE Initiative, we bring on-site care, relationships, and ministry to every property we operate.

Our mission: Build wealth. Create impact. Leave a legacy.

Our core values:

Trustworthy (1 Cor 4:2)
Accountability (Proverbs 27:17)
Continuous Improvement (Col 3:23)
Exceptional Service (Mark 10:45)
God's Love (1 Cor 13:13)

The role

What you'll do day to day

You are the front door of our investor experience. When someone asks about investing with us, you call them back, answer their first questions, and decide whether they're ready for an appointment with our Founder.

You're not paid on a dial count. What matters most is what you hand off: qualified, prepared investors who show up on time, with a short brief so our Founder already knows their story. After an investor commits, you coordinate their funding paperwork and lead their onboarding.

First contact and qualification

Respond quickly to every investor inquiry from our marketing, webinars, and website.
Answer basic questions using approved language, and learn each investor's goals, timing, and eligibility.
Route questions about terms, returns, or specific investments to our Founder.

Appointments and show rate

Book only qualified, ready investors onto our Founder's calendar. Three good meetings beat ten poor fits.
Write a short pre-appointment brief on each investor's goals, questions, and history with us.
Protect show rate with confirmations and reminders, and reschedule no-shows so no interested investor is lost.
Re-engage past inquiries and webinar attendees when a new offering opens.

Investor support and records

Keep GoHighLevel accurate and complete, and work the follow-up queue so nothing goes unanswered.
Coordinate subscription documents, InvestNext portal registration, and capital call paperwork through funding.
Lead new investor onboarding and serve as their go-to contact for portal, logistics, and document questions. Route distribution and tax questions to our [fund administrator / finance team: confirm].
Support investor [webinars and property tours: confirm] with invitations, registration, and follow-up.

Why this role

No cold lists. Everyone you call already knows us and asked to hear from us.
Paid for the whole job. A real base salary plus a discretionary bonus, not a dial count.
A real career track. This seat is the on-ramp to a closing role for the person who earns it.
Training most people pay for. Regular time with our Founder and a front-row seat to serious investor conversations.
A modern stack. CRM and automation built to help you connect, not bury you in busywork.

Who thrives here

Is this your seat?

You're the best phone voice in your office, and you're tired of spending it on cold lists and people who hang up. You keep the list, confirm the meeting, and notice when something is about to slip. You get real satisfaction from setting a teammate up to win.

Here, everyone you call has already asked to hear from us. You'll learn investor relations from the inside and build a real career track while you do it.

What you bring

1 to 3+ years in appointment scheduling, inside sales, lead qualification, customer success, or another phone-heavy role.
A warm, clear, confident phone voice people trust in the first thirty seconds, plus emails and texts that get answered.
Organization to the point of being a little annoying about it. Nothing slips.
Ease talking with accredited investors about serious money, and the discipline to stay inside approved talking points.
Confidence in a CRM and cloud-based tools.
Steadiness under a full day of calls, follow-ups, and reschedules.
Coachable and team-first: you ask for feedback and like being the reason a teammate had a great day.
A bachelor's degree in business, communications, finance, or a related field is a plus.

Pay and benefits

Clear pay, posted upfront

$50,000 to $80,000

Base salary: $50,000 to $80,000, depending on experience

Bonus: Discretionary, as a percentage of base, paid quarterly

Benefits: Medical stipend, dental, vision, and life insurance

Time off: Paid time off and paid holidays

Growth: Direct mentorship and training from our Founder and Managing Director

How hiring works

Six steps, no surprises

Apply

Short application with a 60-second voice intro.

Phone interview

A first conversation with our team.

Video meeting

With the hiring team.

Roleplay

Of a first investor call.

Final interview

With our Founder and Managing Director, potentially in person.

Offer

Welcome to the team.

You'll hear back from us within 2 business days at every step.

Investing With Purpose is an Equal Opportunity Employer. Hiring decisions are based on qualifications, merit, and business needs.

[Employment counsel reviews and finalizes this section, including any required pay-transparency language, before posting.]

Actual compensation depends on individual performance, company results, and market conditions. Nothing in this posting is an offer to sell or a solicitation of an offer to buy any security; any offering is made only through its offering documents to eligible investors.

Interview calls are recorded.

Hear it from Steven first