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FinStrat Management, Inc.

FSM provides accounting, finance and reporting services for #AI, #SaaS, investor backed cos., and investors.

Director of Institutional Sales

SalesSalesFull TimeRemoteLeadTeam 11-50H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

29 days ago

Salary

Not specified

Seniority

Lead

Bachelor Degree5 yrs expEnglish

Job Description

• We are seeking an experienced Director of Institutional Sales to help drive our fundraising efforts and strengthen our relationships with the broader investment community • Leverage your existing network to identify, cultivate, and expand relationships with family offices, high-net-worth individuals, and strategic investors • Support fundraising campaigns, roadshows, and one-on-one investor meetings • Craft and deliver compelling presentations, pitch decks, and financial updates that communicate our vision and growth trajectory • Support the investor due diligence process, including data room preparation, financial documentation, and strategic Q&A • Partner with legal, finance, and executive leadership to ensure accuracy and timeliness of all materials shared with investors • Share and respond to quarterly updates, investor letters, and ad hoc communications that highlight milestones, performance metrics, and strategic initiatives • Monitor industry trends, competitor activity, and investor sentiment to help position the company strategically • Advise the leadership team on investor expectations and fundraising best practices

Job Requirements

  • Bachelor’s degree in Finance, Business, Economics, or related field; MBA or CFA a plus
  • 5+ years of experience in investor relations, venture capital, investment banking, or startup fundraising
  • Proven track record supporting capital raises and managing due diligence processes
  • Strong network within the venture capital and growth investment community
  • Excellent written, verbal, and presentation skills, with the ability to translate complex financial and strategic concepts into clear, persuasive narratives
  • High level of adaptability and comfort working in a fast-moving startup environment

Benefits

  • Compensation commensurate with experience
  • Flexible work schedule
  • Unlimited vacation
  • Ongoing education and training
  • Bonuses and profit-sharing

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