CAZ Investments · 4 days ago
Senior Vice President, Team Leader Investor Relations
Houston, TX
Full-time
Onsite
Mid Level
3+ years expCAZ Investments is a unique investment management firm focused on providing exclusive access to unique alternatives. The Senior Vice President - Team Leader Investor Relations will lead a portion of the Investor Relations Team, ensuring high-quality service delivery to Partner relationships and fostering a positive team culture.
Financial Services
Hiring Manager
Brandee Andrews
Responsibilities
Lead a portion of the IR Team responsible for delivering ongoing, high-quality service to Partner relationships
Coach, develop, and empower Team members through regular one-on-ones, feedback, and performance management
Establish clear expectations, processes, and best practices to ensure consistent, proactive communication with Investors
Collaborate closely with the Director of IR and Distribution Leadership to align Team priorities with firm objectives
Ensure the Team creates 'raving fans' of the firm among Direct Investors, Investment Advisors, Wealth Managers, and Multi-Family Offices
Oversee the Team’s execution of service workflows, including inquiries, reporting, and ongoing relationship support
Monitor service quality and Investor feedback, identifying trends and driving continuous improvement across the Team
Foster a strong, positive Team culture that reinforces the firm’s mission, values, and Promises
Coordinate with cross-functional partners (e.g., Capital Formation, Marketing, Operations) to support Investor needs and strategic initiatives
Report regularly on Team activity, service metrics, and key Partner developments to senior leadership
Develop and drive Salesforce initiatives, reporting, and improvements for your Team
Qualification
Required
3 to 5 years' experience leading and managing a Client Service or Investor Relations Team
Ability to work in a fast-paced environment under strict deadlines
Exceptional organizational and written communication skills with attention to detail
Proficient in Microsoft Office Suite, particularly Outlook
Outgoing personality and the ability to interact with rooms full of people with confidence
Team player with a strong work ethic
Basic competencies in CRM software with an ability to expand
Preferred
Experience in Financial Services, Investments or Family Offices
Series 65 license is a plus, but not required
Proficiency in Salesforce is a plus, but not required
Asana experience a plus
Benefits
Participation in our matching 401k plan
We offer a generous PTO plan, along with an excellent benefits portfolio
Company
CAZ Investments
CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Sam Levens, CFA
Deputy Chief Investment Officer
Recent News
Sports Business Journal
2025-11-14
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