AV
Listed on Alumni Ventures’s own careers site. You apply with them directly — we never stand between you and the employer.
What this role is
Alumni Ventures seeks an operationally sharp professional to manage the back-end infrastructure supporting their investor relationship team, handling CRM management, call coordination, and follow-up tracking while developing toward independent investor interactions. This role suits someone with financial services experience who excels at process improvement and detail-oriented work, and who wants to grow into a client-facing investing role.
Our summary, not Alumni Ventures’s wording. The full posting is on their site.
What they ask for
Required
- 5–7 years in high-volume investor or client-facing financial services role
- Exceptional organizational skills and attention to detail
- Strong written and verbal communication
- CRM system experience (HubSpot, Salesforce, or similar)
- Process-oriented mindset with ability to build and document systems
- Manage multiple priorities simultaneously without sacrificing quality
- Genuine interest in venture capital and investing
Nice to have
- Financial services background with high-volume investor or client communication exposure
- Prior FINRA licensure (Series 7, 63, or 66)
- Experience supporting senior-level professionals in fast-paced client-facing environments
- Familiarity with investor onboarding, relationship management workflows, or fund operations
- Track record of growing into greater responsibility over time