Director, Investor Relations

HZ II LLC•San Francisco, CA

2h•$150,000 - $200,000•Hybrid

About The Position

Hamilton Zanze is a leader in multifamily real estate investments since 2001, committed to investors and communities. The mission is to invest with the highest standards to create a more enduring real estate community. They combine investing expertise with client service to deliver impactful results. Hamilton Zanze believes in creating generational wealth by being adaptable and forward-thinking, with a portfolio of over 21,000 units across 16 states. They offer tax-efficient investment opportunities, including 1031 exchanges, providing investors with portfolio diversification, liquidity, and reliable income streams. The company values excellence, integrity, and a commitment to making a positive impact in the real estate industry. The Director (Investor Relations) oversees all investor operations, client services, and team performance within the Investor Relations department. Reporting directly to the Senior Director, Investor Relations, this position works in close partnership, cross-departmentally, to ensure operational excellence, accurate reporting, and seamless execution of distributions and capital activity. This role requires a forward-thinking leader who excels at building and scaling high-performing teams, managing 3-4 professionals. The ideal candidate will possess a strong blend of relationship management skills and a process-driven mindset, building efficient workflows and leveraging modern technology to scale operations.

Requirements

Minimum 6 years of experience in investor relations, client services, fund administration, or related field.
Minimum 3-5 years in a supervisory or leadership capacity with a track record of building and managing high-performing teams.
Demonstrated experience serving in a final review or approval role for investor transactions, compliance processes, or operational deliverables.
Proven experience with fund administration, investor reporting systems, and investor CRM portals.
Excellent cross-functional collaboration skills, with demonstrated ability to partner effectively with various departments such as Legal, Finance, Accounting, and Asset Management.
Proven ability to manage multiple priorities simultaneously and meet deadlines with a high degree of accuracy.
Exceptional written and verbal communication skills with a professional presence and polished delivery.
Strong analytical, problem-solving, and client relationship management capabilities.
Intermediate to advanced proficiency in Excel.
Bachelor’s degree in a related field such as business, economics, real estate, finance, and/or relevant experience.

Nice To Haves

Direct, hands-on experience utilizing Juniper Square for investor onboarding, data management, and quarterly distributions.
Familiarity with modern project management software (such as Monday.com or Asana) to track team workflows and build scalable processes.
Familiarity with Self-Directed IRAs, AML/KYC compliance checks, or partnership distribution waterfalls.

Responsibilities

Lead, mentor, and develop a high-performing team of 3 to 4 onshore investor relations professionals, fostering a culture of accountability, continuous improvement, and client-first service.
Oversee and integrate offshore analysts into the departmental workflow, ensuring clear communication, seamless task handoffs, and consistent quality standards across time zones.
Set team priorities, manage onshore/offshore workload distribution, and oversee day-to-day performance to ensure deadlines and quality standards are consistently met.
Serve as the final approver on all client services’ team output, including investor transactions, correspondence, reporting, and operational deliverables before they are submitted or distributed.
Establish and enforce best practices, standard operating procedures (SOPs), and quality control measures across all investor operations functions.
Oversee end-to-end investor onboarding, ensuring all subscription agreements, compliance checks, and IRA custodian coordination are completed accurately and efficiently.
Maintain final review authority over all investor records in Juniper Square and other internal systems, ensuring data integrity, accuracy, and completeness.
Direct and review quarterly distribution processes, including ACH and wire file preparation, withholding reconciliation, and investor statement generation.
Review and approve all transfer, resale, and redemption requests, ensuring compliance with operating agreements and gating rules.
Act as the primary escalation point for complex, sensitive, or high-priority investor inquiries, driving resolution in collaboration with cross-functional teams.
Serve as a core relational bridge between Investor Relations and key internal departments, ensuring unified messaging and smooth information flow.
Lead recurring workflow meetings with Finance and Accounting to review operational processes, identify gaps, and develop or refine SOPs that improve efficiency and reduce risk.
Partner with Accounting to ensure investor records are consistent across all systems and reporting outputs.
Serve as the primary escalation point for complex, sensitive, or high-priority investor inquiries, driving resolution in close collaboration with Legal, Asset Management, and Acquisitions.
Proactively identify, test, and implement AI tools and automated workflows to eliminate repetitive tasks, reduce manual errors, and accelerate response times.
Teach and champion "work smarter, not harder" methodologies within the team, leveraging technology to handle increasing portfolio volume while maintaining effective resource management.
Utilize AI and advanced software features to streamline data synthesis, standard reporting layouts, and bulk investor communications.
All other duties as assigned by your supervisor.