Client Service/Investor Relations Manager
Job Description
Company acquires high-quality farmland, adds value through conversion to organic and permanent crops, and seeks to generate compelling risk-adjusted returns through active management, land appreciation, and increasing farm profitability. With our 17-year track record, $400 million in AUM, and more than 19,000 acres managed by our 45-person farm team, we offer investors the opportunity to participate in a strategy that pairs attractive financial returns with measurable improvements to the land that feeds future generations. Our mission is simple: build wealth by improving the land that feeds the world.
The Opportunity
Company is seeking a highly organized, service-oriented professional to lead our Client Service and Investor Relations function. Reporting to the Managing Director, this role serves as the primary point of contact for more than 1,800 investors and their advisors across multiple private investment funds. You will be responsible for all existing investor communication including inquiries, onboarding, reporting, account transfers, and ongoing account maintenance.
This is not a fundraising or sales position.
We are looking for someone who excels in delivering exceptional client service to investors. The ideal candidate is experienced in communicating with investors, managing details and implementing scalable processes and systems that improve both efficiencies and investor satisfaction. As our investor base continues to grow, this role will become increasingly important in helping the firm maintain a best-in-class investor experience while strengthening operational controls and reducing risk.
Why This Role Matters
Our investor relations and client service function supports more than 1,800 investors across multiple funds. Historically, these responsibilities have been distributed among employees with other primary responsibilities. As our investor base grows, investor servicing, reporting requirements, custodial management, transfers, and data management continue to expand. We are creating a dedicated role to provide clear ownership, accountability, and process excellence across the entire investor servicing function.
Responsibilities
Investor & Advisor Servicing
Serve as the primary point of contact for existing investors and Registered Investment Advisors (RIAs).
Respond promptly and professionally to investor inquiries regarding fund performance, accounts, statements, transactions, and general servicing matters.
Participate in individual calls with investors and advisors to discuss fund performance, account activity, and servicing needs.
Build trusted relationships with investors and advisors while delivering a high standard of responsiveness and client service.
Partner with Accounting, Legal, and Operations teams to ensure transactions are processed accurately and efficiently.
Investor Portal Administration
Own the investor portal platform (Juniper Square) administration and investor data integrity.
Maintain accurate investor records, custodial information, account structures, and position-level data.
Lead ongoing data cleanup efforts and process improvements within the platform.
Ensure all investor information is complete, current, and accurately reflected across systems.
Coordinate with Accounting and IT on longer-term system improvements and data management initiatives.
Process Improvement & Automation
Build and maintain standard operating procedures, process documentation, FAQs, and communication templates.
Identify opportunities to automate recurring investor communications and operational workflows.
Create scalable systems that improve efficiency, consistency, and investor satisfaction.
Track and report key servicing metrics and operational performance indicators.
Drive continuous improvement initiatives across the investor servicing function.
Qualifications
5+ years of experience in investor relations, client service, fund administration, wealth management, financial operations, private funds, or similar financial services roles.
Exceptional written and verbal communication skills.
Strong customer-service orientation and ability to interact professionally with investors and financial advisors.
Outstanding organizational skills and attention to detail.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Experience with investor portals, CRM systems, or fund administration platforms; Juniper Square experience is preferred.
Familiarity with subscription documents, fund operations, investor transfers, and custodial platforms is highly desirable.
Process-oriented mindset with a demonstrated ability to create systems, workflows, and automation.
Self-directed and capable of independently managing a high-volume workload.
What Success Looks Like
The ideal candidate is motivated by creating a best-in-class investor experience through operational excellence, responsiveness, and attention to detail.
Consistent achievement of investor response-time standards.
Improved data quality and integrity within our investor portal and related systems.
Increased use of templates, FAQs, and automated workflows.
You will have direct access to company leadership and the opportunity to build and lead a critical function within one of the country's leading farmland investment platforms.
Compensation includes base salary + bonus + comprehensive benefits.
We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.
Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.
We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.
We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.
Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.
As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.
