CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbin's latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our investors. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our investors to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our investors they could never access on their own. Third, and what we believe is the most unique feature of our firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our investors do not make money, we do not get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
Senior Investor Relations:
This position will be responsible for driving the ongoing service efforts for our investor relationships. The individual will work very closely with all members of the Investments Strategies group.
Key Responsibilities:
- Relationship Management: Act as a primary point of contact for investors, ensuring consistent communication and proactive engagement to foster long-term relationships by educating them on their investments and new investment opportunities.
- Investor Service: Provide timely responses to investor inquiries, resolve issues efficiently, and deliver a white glove service experience.
- CRM Management: Maintain and update the CRM system to reflect investor interactions, pipeline progress, and engagement metrics.
- Sales Pipeline Support: Work closely with the Capital Formation Team and Director of Investor Relations to track investor interest, follow up on pending commitments, and assist in closing new investments for the investors' key relationships.
- Onboarding and Reporting: Facilitate investor onboarding, coordinate documentation, and ensure smooth processing of investments while keeping investors informed.
Success as a Senior Investor Relations will be measured by your:
- Ability to deliver quality work on time, with excellent attention to detail
- Focus on finding ways to help our Team succeed and provide significant value to our investors
- Capacity to work within and across Teams to bring success to all members of the firm
Requirements:
- Experience in Financial Services, Investments or Family Offices is preferred
- Series 65 license is a plus, but not required
- Ability to work in a fast-paced environment under strict deadlines
- Exceptional organizational and written communication skills with exacting 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
- Proficiency in Salesforce is a plus, but not required
Compensation and Benefits:
- Base salary will be commensurate with experience.
- Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability.
- Participation in our matching 401k plan.
- We offer a generous PTO plan, along with an excellent benefits portfolio.
