RedChip Companies, Inc.
Investor Relations Specialist (Onsite - Maitland, FL)
RedChip Companies, Inc., Orlando, Florida, us, 32885
Investor Relations Specialist
Onsite – Maitland, Florida
RedChip is a 30-year leader in small-cap investor relations, connecting emerging growth companies with the institutional, family office, RIA, and retail investor communities. Our platform integrates disciplined investor targeting with national television, digital media, and proactive outreach.
The Role:
This is a high-activity, phone-driven role focused on building investor pipelines, managing accounts, and driving consistent engagement for a portfolio of public-company clients. You will serve as a frontline representative of our clients, introducing their investment story to the market, qualifying investor interest, and supporting relationship development through structured follow-up.
The position is onsite only at our Maitland, Florida headquarters.
Key Responsibilities: Phone Sales & Pipeline Development:
Conduct high-volume outbound calling to stockbrokers, RIAs, family offices, accredited investors, and hedge funds.
Communicate each client’s value proposition with clarity and confidence; secure investor meetings and follow-up commitments.
Qualify leads using a structured discovery process (AUM, sector fit, investment mandate, liquidity needs, risk appetite).
Maintain daily activity, call logs, pipeline progress, and funnel metrics in HubSpot.
Convert warm leads into recurring engagement, tracking movement from initial interest to meeting, follow-up, and continued diligence.
Account Management:
Manage day-to-day execution for assigned client accounts; ensure all outreach, reporting, and deliverables stay on schedule.
Coordinate investor meetings, webinars, and roadshow calls; prepare agendas, talking points, and post-meeting summaries.
Serve as the main point of contact internally for client program progress, investor feedback, and campaign effectiveness.
Identify risks or bottlenecks early and proactively communicate solutions to internal teams and client executives.
Track client exposure across all channels - calls, emails, media segments, digital distribution - to ensure consistency in messaging.
Investor Materials & Messaging:
Support creation and refinement of investor-facing materials: outreach scripts, value-prop language, fact sheets, investor decks, and meeting prep documents.
Ensure all scripts and materials align with client strategy and key catalysts.
Qualifications:
Bachelor’s degree.
Phone-based sales or outreach experience required (inside sales, business development, financial services, brokerage, or IR preferred).
Strong communication and active-listening skills; ability to deliver concise, persuasive pitches.
Process-driven, organized, and accountable - comfortable managing multiple client accounts simultaneously.
Experience with CRM systems (HubSpot preferred).
Knowledge of capital markets and investor behavior is a strong advantage.
Preferred but Not Required:
Familiarity with public-company reporting (10-K/10-Q/8-K) and earnings cycles.
Exposure to investor targeting, 13F analysis, or financial modeling.
Experience supporting sales or IR programs through coordinated media and digital channels.
What Success Looks Like in the First 90 Days:
Establish reliable call volume, follow-up cadence, and clean CRM workflows.
Build initial investor pipelines for assigned clients, with clear qualification notes and scheduled meetings.
Deliver organized reporting and support client communications with professionalism and precision.
Demonstrate the ability to represent client stories accurately, consistently, and persuasively on the phone.
Why RedChip:
Direct interaction with CEOs, CFOs, and senior executives across multiple industries.
A performance-driven culture where strong phone sales and account management skills translate into visible results.
Structured training across investor targeting, messaging, and capital markets fundamentals.
Healthcare, 401(k) with company match, PTO, and additional standard benefits.
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Onsite – Maitland, Florida
RedChip is a 30-year leader in small-cap investor relations, connecting emerging growth companies with the institutional, family office, RIA, and retail investor communities. Our platform integrates disciplined investor targeting with national television, digital media, and proactive outreach.
The Role:
This is a high-activity, phone-driven role focused on building investor pipelines, managing accounts, and driving consistent engagement for a portfolio of public-company clients. You will serve as a frontline representative of our clients, introducing their investment story to the market, qualifying investor interest, and supporting relationship development through structured follow-up.
The position is onsite only at our Maitland, Florida headquarters.
Key Responsibilities: Phone Sales & Pipeline Development:
Conduct high-volume outbound calling to stockbrokers, RIAs, family offices, accredited investors, and hedge funds.
Communicate each client’s value proposition with clarity and confidence; secure investor meetings and follow-up commitments.
Qualify leads using a structured discovery process (AUM, sector fit, investment mandate, liquidity needs, risk appetite).
Maintain daily activity, call logs, pipeline progress, and funnel metrics in HubSpot.
Convert warm leads into recurring engagement, tracking movement from initial interest to meeting, follow-up, and continued diligence.
Account Management:
Manage day-to-day execution for assigned client accounts; ensure all outreach, reporting, and deliverables stay on schedule.
Coordinate investor meetings, webinars, and roadshow calls; prepare agendas, talking points, and post-meeting summaries.
Serve as the main point of contact internally for client program progress, investor feedback, and campaign effectiveness.
Identify risks or bottlenecks early and proactively communicate solutions to internal teams and client executives.
Track client exposure across all channels - calls, emails, media segments, digital distribution - to ensure consistency in messaging.
Investor Materials & Messaging:
Support creation and refinement of investor-facing materials: outreach scripts, value-prop language, fact sheets, investor decks, and meeting prep documents.
Ensure all scripts and materials align with client strategy and key catalysts.
Qualifications:
Bachelor’s degree.
Phone-based sales or outreach experience required (inside sales, business development, financial services, brokerage, or IR preferred).
Strong communication and active-listening skills; ability to deliver concise, persuasive pitches.
Process-driven, organized, and accountable - comfortable managing multiple client accounts simultaneously.
Experience with CRM systems (HubSpot preferred).
Knowledge of capital markets and investor behavior is a strong advantage.
Preferred but Not Required:
Familiarity with public-company reporting (10-K/10-Q/8-K) and earnings cycles.
Exposure to investor targeting, 13F analysis, or financial modeling.
Experience supporting sales or IR programs through coordinated media and digital channels.
What Success Looks Like in the First 90 Days:
Establish reliable call volume, follow-up cadence, and clean CRM workflows.
Build initial investor pipelines for assigned clients, with clear qualification notes and scheduled meetings.
Deliver organized reporting and support client communications with professionalism and precision.
Demonstrate the ability to represent client stories accurately, consistently, and persuasively on the phone.
Why RedChip:
Direct interaction with CEOs, CFOs, and senior executives across multiple industries.
A performance-driven culture where strong phone sales and account management skills translate into visible results.
Structured training across investor targeting, messaging, and capital markets fundamentals.
Healthcare, 401(k) with company match, PTO, and additional standard benefits.
#J-18808-Ljbffr