Investor Relations Manager, Portfolio Summits
IC SUMMITS · New York, New York, United States
FULL TIMEpermanent
Job Description
About Portfolio Summits
If you think you are the right match for the following opportunity, apply after reading the complete description.
Portfolio Summits, a division of IC Summits, produces investment management conferences that bring together professionals across the RIA, institutional investment, private markets, and broader asset management communities. We are a small, collaborative team focused on creating high-quality events through strong content, targeted audiences, and meaningful industry relationships. The Role We are seeking an engaging, ambitious, and relationship-driven professional to lead audience development for our events, with a primary focus on our RIA and wealth management series. This role is responsible for building relationships with financial advisors, wealth management executives, and other senior industry professionals, recruiting qualified attendees, and contributing to event programming. The ideal candidate is a natural relationship-builder with strong communication skills, a proactive mindset, and the ability to engage confidently with senior decision-makers. While financial services experience is a plus, we are primarily looking for someone with the personality, drive, and interpersonal skills to develop lasting professional relationships. Responsibilities Own audience development and attendee recruitment for assigned eventsBuild and maintain relationships with RIAs, financial advisors, wealth management professionals, and other industry leadersRecruit attendees primarily through phone outreach, meetings, referrals, networking, and targeted communicationManage a pipeline of prospective and confirmed attendees and work toward event attendance goalsDevelop an understanding of our audience's priorities, challenges, and interestsContribute to event programming by identifying relevant topics, speakers, and industry trendsRepresent Portfolio Summits at company events, meetings, and industry networking opportunitiesCollaborate with sales, marketing, operations, and leadership to support successful events Qualifications 1–2 years of experience in a client-facing role, such as sales, business development, account management, recruiting, hospitality, or relationship managementExceptional verbal communication and interpersonal skills, with the confidence to engage senior-level professionalsStrong relationship-building abilities and genuine enthusiasm for meeting and connecting with new peopleComfortable with frequent xzbcwsv phone outreach, professional networking, and working toward measurable goalsSelf-motivated, ambitious, and proactive, with a strong sense of ownership and accountabilityExcellent organizational skills, follow-through, and attention to detailCollaborative, adaptable, and comfortable working in a fast-paced, team-oriented environmentInterest in financial services, investment management, and business events; prior industry experience is a plus, but not required Compensation & Benefits $70,000–$75,000 base salary; $85,000–$90,000 OTEMedical, dental, and vision insurance20 days PTOHalf-day Summer FridaysHybrid schedule with 2–3 days per week in our Midtown Manhattan officeFlexible remote workSome event travel required
If you think you are the right match for the following opportunity, apply after reading the complete description.
Portfolio Summits, a division of IC Summits, produces investment management conferences that bring together professionals across the RIA, institutional investment, private markets, and broader asset management communities. We are a small, collaborative team focused on creating high-quality events through strong content, targeted audiences, and meaningful industry relationships. The Role We are seeking an engaging, ambitious, and relationship-driven professional to lead audience development for our events, with a primary focus on our RIA and wealth management series. This role is responsible for building relationships with financial advisors, wealth management executives, and other senior industry professionals, recruiting qualified attendees, and contributing to event programming. The ideal candidate is a natural relationship-builder with strong communication skills, a proactive mindset, and the ability to engage confidently with senior decision-makers. While financial services experience is a plus, we are primarily looking for someone with the personality, drive, and interpersonal skills to develop lasting professional relationships. Responsibilities Own audience development and attendee recruitment for assigned eventsBuild and maintain relationships with RIAs, financial advisors, wealth management professionals, and other industry leadersRecruit attendees primarily through phone outreach, meetings, referrals, networking, and targeted communicationManage a pipeline of prospective and confirmed attendees and work toward event attendance goalsDevelop an understanding of our audience's priorities, challenges, and interestsContribute to event programming by identifying relevant topics, speakers, and industry trendsRepresent Portfolio Summits at company events, meetings, and industry networking opportunitiesCollaborate with sales, marketing, operations, and leadership to support successful events Qualifications 1–2 years of experience in a client-facing role, such as sales, business development, account management, recruiting, hospitality, or relationship managementExceptional verbal communication and interpersonal skills, with the confidence to engage senior-level professionalsStrong relationship-building abilities and genuine enthusiasm for meeting and connecting with new peopleComfortable with frequent xzbcwsv phone outreach, professional networking, and working toward measurable goalsSelf-motivated, ambitious, and proactive, with a strong sense of ownership and accountabilityExcellent organizational skills, follow-through, and attention to detailCollaborative, adaptable, and comfortable working in a fast-paced, team-oriented environmentInterest in financial services, investment management, and business events; prior industry experience is a plus, but not required Compensation & Benefits $70,000–$75,000 base salary; $85,000–$90,000 OTEMedical, dental, and vision insurance20 days PTOHalf-day Summer FridaysHybrid schedule with 2–3 days per week in our Midtown Manhattan officeFlexible remote workSome event travel required
Details
| Company | IC SUMMITS |
| Location | New York, New York, United States |
| Type | FULL TIME |
| Niche | general |
| Experience | permanent |