Cold Calling & LinkedIn Outreach Specialist

Job OverviewThe client is seeking a professional and detail-oriented Investor Relations Associate based in the Philippines to support outreach and relationship development efforts with U.S.-based family offices, wealth managers, RIAs, and investment professionals. This role focuses on outbound communication, LinkedIn outreach, contact verification, CRM management, and investor relations support. This is not a high-pressure sales position, but rather a professional outreach and relationship coordination role.Client OverviewThe client is a real estate-focused private capital firm specializing in real estate-secured fixed income investment opportunities. The firm works with private investors, wealth managers, family offices, RIAs, and private capital professionals seeking alternative fixed income and privatecredit exposure.Schedule:Monday - Friday, 9:00AM - 5:00 PM ESTResponsibilitiesConduct professional outbound calls to wealth managers, family offices, RIAs, and investment professionalsIntroduce the client and request permission to send firm materials and presentationsVerify contact information and maintain accurate CRM recordsUse LinkedIn to identify, connect with, and engage targeted financial professionalsManage LinkedIn outreach using approved messaging templates and communication processesTrack outreach activity, follow-ups, and engagement within CRM systemsCoordinate scheduling for introductory and follow-up callsSupport the Investor Relations Manager with administrative and communication tasksMaintain professionalism and confidentiality in all communicationsRequirementsExperience in outbound calling, appointment setting, LinkedIn outreach, executive assistance, investor relations support, or B2B customer serviceComfortable speaking with executives and financial professionalsFamiliarity with LinkedIn, CRM systems, spreadsheets, and email communicationExperience working remotely with U.S.-based companies preferredStrong English communication skills and professional phone presenceOrganized, dependable, and detail-orientedPreferred BackgroundExperience in any of the following is a plus:Financial servicesReal estateWealth managementPrivate equityInsuranceInvestor relationsLinkedIn lead generationCall center or BPO environmentsExecutive virtual assistanceIndependent Contractor PerksPermanent work from homeImmediate hiringHealth Insurance Coverage for eligible locationsPerformance incentives and bonus opportunitiesNotePlease click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.