HireLatam is a premier recruitment agency that places top Latin American talent in independent contractor roles in US companies. With a proven track record and a commitment to excellence, we're your trusted partner in the pursuit of career success. Our extensive network, personalized approach, and supportive guidance ensure that you're in the best hands to find your next job opportunity.
Investor Engagement & Rapport
Engages with qualified investor leads via phone, Zoom, text, and email to build long-term relationships.
Conducts discovery calls to understand the financial goals and risk profiles of accredited investors.
Proactively follows up with webinar registrants, repeat investors, and inbound leads to drive capital commitment.
Investment Education & Onboarding
Clearly explains the details of current offerings, including asset structures, timelines, projected returns, and tax benefits.
Guides investors through the critical onboarding steps, including accreditation verification, subscription documents, and funding logistics.
Collaborates with the executive team to refine investor communications and marketing collateral.
Pipeline & CRM Management
Maintains meticulous notes and status updates within the CRM ( ActiveCampaign).
Ensures consistent follow-up cadences are met to move investors through the commitment funnel.
Analyzes investor feedback to identify common questions and improve the overall pitch and educational process.
Experience: 4+ years of professional experience in high-value sales, investor relations, or financial services.
Communication: Native or near-native English fluency with a neutral accent; ability to have high-level professional conversations with sophisticated investors.
Financial Literacy: Strong grasp of investment fundamentals, asset types, and private placement structures.
Soft Skills: Exceptional listening, qualifying, and follow-up skills; must be independent and self-motivated.
Availability: Willingness to work alternating shifts, including some evenings and weekends, to accommodate investors' schedules.
Mobility: Ability to travel to the US to attend in-person conferences and trade shows as required.
Prior experience in Private Equity, Alternative Investments, or Capital Raising
Familiarity with ActiveCampaign or similar CRM platforms.
Background in working directly with accredited investors and understanding "Reg D" or similar compliance environments.
High-Level Exposure: Work directly with the executive team and high-net-worth individuals.
Growth Potential: Opportunity to build a career in the high-growth alternative investment and private credit sector.
Remote Flexibility: 100% remote work environment with a focus on results and relationship building.
Professional Development: Direct investment in training regarding complex financial asset classes.
Application Disclaimer: Please Read Before Proceeding
To ensure a fair and efficient hiring process, all applications must meet the mandatory requirements listed in the job description.
Voice/Video Recording is REQUIRED
Your application CANNOT be considered without a voice or video recording. It must be at least 30 seconds long and in English Submissions in any other language or missing a recording will be automatically disqualified
Mandatory Knockout Questions
Each application includes knockout questions designed to verify minimum qualifications required by the client. If you answer "NO" to any of these, you will be immediately disqualified from the hiring process for not having the experience requested for the role. Please note that the citizenship question is also a knockout if you answer "YES" as we are only able to hire Latin American talent based in Latin America.
Apply Wisely
To maintain fairness, please apply to no more than three jobs and only if you fully meet the listed qualifications Applying to roles you don’t qualify for will not improve your chances and may affect future applications.
Check Your SPAM Folder
All important updates will be sent via email, so be sure to check your inbox and spam/junk folders to avoid missing any communication.
We appreciate your interest and look forward to reviewing your application!
HireLATAM connects U.S. businesses with top-tier remote talent from Latin America. We specialize in finding skilled professionals across various industries, including software development, customer service, digital marketing, and more. Our mission is to bridge the gap between high-quality Latin American talent and U.S. companies seeking cost-effective, dedicated, and culturally aligned team members.
Whether you're looking to scale your team or need specialized expertise, HireLATAM streamlines the hiring process, ensuring you find the right fit quickly and efficiently. We handle the recruitment, so you can focus on growing your business.
Explore how nearshoring with HireLATAM can enhance your team's productivity and give your business a competitive edge.
