Senior Relationship Manager

Role Overview

• Develop and manage a pipeline of prospective investors across banks, philanthropic organizations, foundations, healthcare systems, higher education institutions, and other mission-aligned entities
• Conduct proactive outreach, including meetings, calls, conference participation, and follow-up engagement to expand LFM’s investor base
• Lead investor conversations and presentations, tailoring messaging to different audiences (e.g., CRA-motivated banks, foundations, corporate partners)
• Advance prospective investors through the relationship lifecycle, from initial introduction through commitment
• Contribute directly to annual fundraising goals and capital formation targets, in coordination with the VP, Fund Development
• Support preparation and delivery of investor presentations, fund materials, and due diligence responses in coordination with Marketing, Legal, Compliance, and Fund Design teams
• Manage the investor closing process, coordinating documentation and communication with internal and external stakeholders
• Maintain ongoing communication with investors during fundraising cycles, ensuring timely responses and follow-up
• Partner with Investor Relations to support pipeline updates, investor reporting touchpoints, and relationship continuity
• Work closely with Fund Investments, Fund Management, and Investor Relations to ensure alignment between fundraising efforts and fund capacity, pricing, and deployment timelines
• Coordinate internally to ensure accurate and consistent messaging regarding fund performance, impact metrics, and product positioning
• Represent LFM in cross-platform discussions and contribute to broader “One LISC” engagement opportunities when appropriate
• Exercise professional judgment in investor-facing communications without requiring routine oversight or message revision
• Maintain accurate and up-to-date investor records, call logs, and pipeline tracking in Salesforce and other internal systems
• Monitor progress against outreach and capital raising goals and provide regular updates to the VP, Fund Development
• Support reporting and analytics related to investor engagement and fundraising performance.

Requirements

• Bachelor’s degree from an accredited college or university required; advanced degree preferred
• Minimum 7 years of relevant experience in community development banking, CRA-focused financial services, impact investing, fund sales, real estate finance, or related investment environments
• Demonstrated experience engaging and pitching to financial institutions, particularly CRA-motivated banks; experience working with philanthropic organizations or foundations strongly preferred
• Working knowledge of affordable housing finance and community development investment structures; familiarity with CRA frameworks and regulatory considerations preferred
• Experience in fundraising, capital raising, investor relations, or investment product sales preferred
• Ability to articulate investment strategies clearly to diverse audiences and tailor messaging to different investor types (e.g., banks, foundations, corporate partners)
• Strong relationship-building skills and demonstrated ability to independently manage and advance a pipeline of prospective investors
• Proficiency in Microsoft Office (PowerPoint, Word, Excel including pivot tables and financial analysis tools) and experience maintaining investor records in Salesforce or other CRM systems
• Excellent written and verbal communication skills, including strong proofreading and presentation abilities
• Demonstrated commitment to LISC’s community development mission and ability to balance financial objectives with impact outcomes.

Benefits

• Medical, Dental, Vision Coverage: Comprehensive health plans for you and your family's well-being;
• Disability Insurance: Long-term and short-term coverage for peace of mind;
• Retirement Savings: Secure your future with our 401(k) and 403(b) plans;
• Generous Holidays: Enjoy ample time off to recharge and celebrate;
• Vacation, PTO, and Sick Days: Take advantage of flexible time-off policies to maintain work-life balance;
• Tuition Assistance: Pursue your educational goals with support from our tuition assistance program;
• Referral Program: Earn rewards for referring qualified candidates to join our team;
• Professional Development Opportunities: Grow and advance in your career with access to ongoing training and development programs tailored to your goals.