Senior Community Manager Relationship Management
Alumni Ventures is a venture capital firm that provides accredited individual investors and institutions with access to professionally managed, diversified venture portfolios. It offers funds, syndicates, investing clubs, investor education, and strategic support for portfolio founders.
About Alumni Ventures
Founded in 2014, Alumni Ventures democratizes access to venture capital by sourcing and rigorously vetting startup investments, then offering diversified funds and deal-by-deal syndicates to accredited investors and institutions. Its platform spans multiple sectors, stages, geographies, and investment themes, including AI, healthcare, deep tech, fintech, blockchain, and digital assets. AV also operates investing clubs and AV Academy, and supports portfolio companies through co-investment, founder networking, recruiting, customer introductions, events, and other platform services.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will run the operational infrastructure supporting the Relationship Management team, including CRM management, scheduling, call preparation, follow-up tracking, reporting, and process improvement. You will handle investor inquiries, support investor calls, improve workflows, and develop toward independently managing investor relationships.
Requirements
- 5–7 years of experience in a high-volume investor- or client-facing role in financial services
- Experience in wealth management, private banking, fund operations, or a related field preferred
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication skills
- Experience managing CRM systems such as HubSpot or Salesforce
- Process-oriented mindset
- Ability to manage multiple priorities without sacrificing quality or follow-through
- Genuine interest in venture capital, investing, and investor experience
- Prior FINRA licensure such as Series 7, 63, or 66 is a plus
- Experience supporting senior-level professionals
- Familiarity with investor onboarding, relationship management workflows, or fund operations
- Authorization to work in the United States without employer-sponsored visa sponsorship
Responsibilities
- Own the operational infrastructure supporting the Relationship Management team
- Manage email support, call scheduling, Calendly, follow-up coordination, and portfolio research
- Maintain accurate investor records in the CRM
- Prepare investor call materials and portfolio summaries
- Serve as a first point of contact for investor inquiries
- Manage post-call documentation, request routing, and resolution tracking
- Identify investors who may need attention and surface them to the relevant Relationship Manager
- Improve Relationship Management workflows, playbooks, and process documentation
- Track team activity and key performance indicators
- Support reporting for the EVP and senior leadership
- Identify operational inefficiencies and develop solutions
- Use AI tools to improve work quality and speed
- Participate in investor calls and develop toward independent investor calls
- Contribute to investor education and engagement conversations
Benefits
- Comprehensive health coverage with multiple plan options
- Employer-funded deductible support
- HSA contributions
- Dental and vision plans
- HSA, FSA, and commuter benefits with monthly employer contribution
- 401(k) with company match and immediate vesting
- Company-paid life and disability insurance
- Employee assistance program
- Health advocacy and wellness resources
- Flexible unlimited PTO
- Paid parental leave
- 11 company holidays