Director, Relationship Manager
About The Position
The Director, Relationship Manager is a member of the Westwood Energy Secondaries team focused on supporting the team as a Relationship Manager for existing Limited Partnerships and delivering best-in-class service to our key investors and prospective investors. You will serve as a steward of certain investor relationships for the firm’s energy secondaries strategies. The role is relationship-driven and outward-facing, with responsibility for deepening investor relationships and delivering a best-in-class investor experience. The role supports Investor Relations, Operations and Marketing as it relates to long-term investor engagement, retention, and growth. You will manage the HNW and family office investor segment in Texas and provide best-in-class client service to prospective and existing investors and will be a key member of the team as we seek to double AUM in the next 12-24 months.
Requirements
- Minimum Education Required Bachelor's degree in Accounting, Finance, Economics, or a related field with a strong record of academic success
- Minimum Specific Experience Required 8+ years of experience in investor relations / client service, ideally at a Texas-based, real asset investment firm.
- Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
- Must have unrestricted authorization to work in the USA.
- High level of integrity and professionalism
- Strong relationship management skills and experience working with HNW investors
- Strong willingness and desire to learn and grow
- Superior orientation to detail and accuracy
- Robust and demonstrated quantitative and critical thinking skills
- Excellent organizational and multi-tasking capabilities
- Resourcefulness and ability to work effectively under pressure
- Demonstrated ability to be proactive and self-motivated
- Strong interpersonal skills and ability to work well in a team-oriented, collaborative environment
- Effective listening, verbal, and written communication skills
- High degree of proficiency with the Microsoft Suite of products, particularly Excel, Word, and PowerPoint
Nice To Haves
- CFA, MBA, and/or CAIA preferred (or a desire to pursue them is a plus)
Responsibilities
- Investor Relationship Management Work closely with the Investment team and serve as the primary relationship manager for Texas-based HNW and Family Office investors in Westwood Energy Secondaries team investments
- Serve as a point of contact for these investors, developing deep, trusted relationships across the full investment lifecycle
- Act as a strategic partner to these investors by understanding investment objectives, preferences, and evolving needs
- Anticipate investor questions and concerns and facilitate thoughtful, responsive engagement
- Support senior leadership in maintaining and strengthening relationships with key and strategic investors
- Investor Experience & Engagement Personalize engagement strategies for key relationships, including meeting agendas and follow-up
- Facilitate ongoing dialogue between these investors and the Investment team to ensure clarity and alignment
- Identify opportunities to enhance investor engagement and communication cadence
- Investor-Facing Messaging & Meetings Present investment reports in person to Texas-based investors for all Westwood Energy Secondaries team investment strategies
- Develop tailored, personal investor presentations in response to these investor’s inquiries
- Partner with the Investment team to translate complex investment concepts, portfolio performance, and market views into clear, compelling investor narratives
- Events, Meetings & Strategic Touchpoints Help create Texas events and experiences for these key investor relationships, including investor events in Texas
- Participate in third-party manager AGMs, investor meetings, conferences, and industry events to maintain visibility and strengthen relationships in Texas
- Feedback, Insights & Continuous Improvement Serve as a senior conduit for investor feedback, sharing insights with the Investment team and relevant internal stakeholders
- Identify trends, recurring themes, or gaps in investor understanding and recommend enhancements to investor messaging and engagement strategies
- Contribute to the ongoing evolution of the investor engagement model and relationship management approach for these investors
- Other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Director
