# Senior Associate, Investor Relations Business Development

**Company:** [The Voleon Group](https://hotfix.jobs/companies/voleon)
**Location:** Berkeley, CA, California
**Role:** Account Management
**Salary:** $125k – $150k/yr
**Experience:** 3+ years
**Skills:** CRM, Microsoft Office, Sales Pipelines, Investor Reporting, Series 3, Cfa, Caia
**Posted:** 2026-04-15

> Supports senior sales and relationship managers in maintaining and growing institutional investor relationships at a quantitative investment firm. Manages select relationships, sales pipelines, and CRM processes. Requires 3+ years in institutional sales and a Bachelor's degree.

## Job Description

## Responsibilities
- Partner with our senior sales/relationship managers to build and strengthen existing Voleon investor relationships by providing outstanding client service
- Partner with our senior sales/relationship managers in their work across the sales cycle from sourcing new opportunities to closing investments with both existing and prospective investors
- Independently manage select existing investor relationships with oversight from our senior team
- Maintain a robust relationship management ecosystem - including but not limited to relationship coverage plans, sales pipelines, and strict CRM tracking processes
- Collaborate with colleagues across functions including Research and Investor Operations to enhance Voleon's investor reporting and research content

## Requirements
- 3+ years of experience in an institutional sales or relationship management role (or a sales-focused operations role) at an institutional asset management firm
- Track record of supporting senior colleagues in growing existing relationships and closing new business
- Eagerness to work in diverse teams
- Working knowledge of **Microsoft Office** suite and **CRM** systems
- Must be able to travel at least 10-15% of the time
- **Series 3** license or willingness to pursue within the first three months of employment
- **Bachelors Degree**

## Preferred Qualifications
- **CFA** or **CAIA**

## Similar roles

- [Account Manager](https://hotfix.jobs/jobs/ee116ab4-0110-4dee-9ff9-9063f8c01ab5) - Komodo Health - Remote - $125k – $155k/yr
- [Senior Client Partner, Mid-Market (Services)](https://hotfix.jobs/jobs/1b31972c-1414-4edb-adb4-17c701299393) - Reddit - Los Angeles, CA - $125k – $175k/yr
- [Mid-Market Account Manager](https://hotfix.jobs/jobs/dbfdf77e-bfe1-4ec0-bf51-98233f4ce86b) - Square - San Francisco, CA - $123k – $223k/yr
- [Senior Enterprise Account Manager](https://hotfix.jobs/jobs/080917da-a5d3-40af-a412-ed7262717330) - Freshpaint - Remote - $122k – $144k/yr
- [Senior Technical Account Manager](https://hotfix.jobs/jobs/cb2ea15c-f835-4474-b19b-a30502279363) - Semgrep - New York, NY - $128k – $165k/yr

**Apply:** https://hotfix.jobs/jobs/d4961335-6761-4ca6-8f87-9247ea482331
**Canonical:** https://hotfix.jobs/jobs/d4961335-6761-4ca6-8f87-9247ea482331