Director of Investor Relations

Director of Investor Relations

BAM Capital is looking for a Director of Investor Relations to own the investor experience across the full lifecycle from onboarding through long-term engagement and the ongoing relationship that makes both retention and growth possible. This role sits at the intersection of relationship management, operational discipline, and commercial instinct. It is a leadership role with direct responsibility for investor outcomes and team development. BAM Capital has an established investor base and a growing platform. The programs, processes, and systems to serve that base well are still being built. This role both builds what's missing and owns it once it exists.

The right person for this role is equally comfortable building a segmentation framework in the CRM and navigating a sensitive or reinvestment conversation with a longtime investor. They run tight processes, lead by example, and know when a check-in call has shifted into something more, and how to handle that moment with care and judgment. This role reports to the VP of Investor Relations and will build and lead a growing, high-accountability team.

Investor Relationships

• Lead BAM's ongoing relationships with current investors, maintaining consistent presence, accurate context, and genuine engagement between capital markets activity and reporting cycles.
• Manage a portfolio of investor relationships with full accountability for engagement quality, follow-through, and confidence over time.
• Build and own the framework for identifying investors who are disengaged, under-communicated with, or at risk - including the signals, the thresholds, and the re-engagement responses - and execute against it once it exists.
• Handle complex or sensitive investor situations independently - correcting issues, resetting expectations, and protecting relationships without escalation.
• Maintain complete, accurate investor context in CRM so history, preferences, and open items are never lost and always actionable.
• Develop a working knowledge of each investor's investment history, capacity, timing, and goals, and surface relevant opportunities to the right people at the right time with the goal of reinvesting in the organization and the relationship.

Programs & Initiatives

• Design and own the programs that make investor experience consistent, scalable, and measurable.
• Identify where investor experience depends on individual effort or institutional memory and convert those gaps into structured, repeatable processes.
• Own investor-facing initiatives end-to-end - from problem definition through execution, evaluation, and refinement.
• Coordinate across Finance, Asset Management, Legal, Marketing, and Capital Markets to execute initiatives with clear timelines, defined owners, and resolved dependencies.
• Build with intent: every program should have a defined audience, a clear objective, and a way to evaluate whether it's working. Revise or discontinue what isn't.
• Identify recurring investor questions or confusion and work upstream to adjust how information is presented.
• Translate complex financial and operational information into clear, investor-appropriate language with full accountability for accuracy.

Team Leadership

• Build and lead a growing IR team capable of delivering consistent, high-quality investor experiences at scale.
• Set and model clear expectations for quality, judgment, and ownership.
• Develop team capability through ongoing feedback, process documentation, and direct coaching toward increasing independence.
• Hold the team accountable to both operational standards and relationship quality.

How You'll Measure Success

• At 36 months: at least one new investor-facing program or capability is live, documented, and operating.
• Recurring investor questions decline because materials, programs, and proactive communication address them directly.
• Investor re-engagement is a defined program with measurable outcomes and capital-raising opportunities identified.
• IR associates are producing accurate, investor-ready work with increasing independence.
• Escalations to the VP are limited to novel or high-stakes situations.

What We're Looking For

• 7+ years in client-facing, high-accountability roles where trust, judgment, and accuracy directly affected client retention or capital decisions. Private markets, wealth management, alternatives distribution, or institutional client services backgrounds are relevant.
• Demonstrated commercial instinct in a relationship context - you understand the difference between a client who needs information and a client who is ready for an investment conversation, and you know how to navigate that moment with care rather than pressure.
• Proven ability to build and lead programs end-to-end, with clear ownership of outcomes rather than participation in an existing process.
• Experience owning and improving structured client servicing workflows - defining standards, tightening processes, reducing errors and rework.
• CRM discipline. You believe the data matters and keep it current. You use it to drive decisions.
• Ability to lead and develop a team with both operational and relationship responsibilities - you can coach on process and on judgment simultaneously.
• Experience coordinating multi-step projects across functions.
• Strong written communication with final accountability for clarity and accuracy.

What This Role Requires

• Operational discipline and relationship quality in equal measure.
• Belief that commercial outcomes come through the relationships.
• The Director is expected to identify what's missing, propose solutions, and own the result.

Benefits

BAM offers a comprehensive benefits package that includes some out-of-the-box choices, but things being different and that challenge conventional wisdom is how we always operate.

• Paid Time Off - Upon starting each employee already will be able to enjoy all 14-and-a-half paid holidays that BAM observes! On top of that, when each employee hits their 90th day, we drop 88 hours of PTO into each person's account. That only goes up on the employee's first BAM-iversary when we add another 120 hours into each person's bank.
• Traditional Medical and Health Benefits - We all need them, and BAM provides them at a bargain! Each year the company chooses to contribute a larger portion of the total benefits cost in an effort to not raise the employee's contribution and lower it if possible. This package includes: medical, dental, vision, voluntary life, short-term disability, long-term disability, and a small pet benefit option.
• Company Culture - BAM strives to have and succeeds in always having the small company feel. You will never be a number, and will always be valued. We live out our values: (1) When People Grow, BAM Grows, (2) Loyal, Loving Family, (3) Fun, Quirky Spirit, and (4) Work Hard, Play Hard, WIN!
• Free Life Insurance - The company pays for $25,000 in life insurance free of charge to each and every employee.
• Personal & Professional Development - BAM pays for unlimited access to MytrueU which is a site that aggregates incredible community leaders and asks them to share their lessons learned, in order to enrich others.
• Events - BAM spares no expense in order to plan events for the entire company. No matter where the employee is working, we ensure that everyone can get together and live out our Core Values.

Work Environment:

This job operates in a professional office environment, in person. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk and/or hear. The employee frequently is required to stand, walk, use hands and fingers to handle or feel, and reach with hands and arms. The employee must occasionally lift or move office products and supplies, up to 20 pounds.

Travel

No travel is required.

Work Authorization

Authorized to work in the United States of America.

AAP/EEO Statement

The BAM Companies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, The BAM Companies complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring