Business Development and Investor Relations Associate

EMPLOYMENT TYPE: Permanent

DEPARTMENT: Fund Services

DIVISION: Institutional Client Services

WORKPLACE STRUCTURE: Hybrid

ROLE OVERVIEW

PURPOSE OF JOB

Founded in 2002 and based in Austin, TX, SALI Fund Services ("SALI"), a JTC Group company, delivers a turnkey solution for the creation and administration of Insurance Dedicated Funds ("IDFs") and Separately Managed Accounts ("SMAs"). Our innovative platform enables investment managers to create tax-compliant IDFs and SMAs that seamlessly integrate with insurance company Private Placement Variable Annuity and Private Placement Life Insurance account platforms.

SALI serves a diverse client base ranging from boutique investment managers to some of the world''s largest wealth management institutions. Currently, we administer more than 250 IDFs and SMAs representing over $45 billion in assets. As a specialized fund administrator, SALI is committed to providing white-glove service, industry expertise, and operational excellence throughout every stage of the client lifecycle.

SALI is seeking a motivated, detail-oriented, and relationship-focused Business Development and Investor Relations Associate to join our growing team. The ideal candidate will have prior experience in financial services, fund administration, investor relations, client service, business development, wealth management, or a related field.

This role works closely with business development, investor relations, operations, legal, compliance, and senior management teams to support client relationships, strategic initiatives, and business growth. Responsibilities are a blend of client-facing and operational functions, requiring interaction with internal stakeholders, investment managers, insurance company partners, and prospective clients.

This role is ideal for a professional with several years of relevant experience who is seeking increased responsibility, meaningful client interaction, and exposure to the insurance and alternative investment industries.

MAIN RESPONSIBILITIES AND DUTIES

• Support business development initiatives, prospecting efforts, and new business opportunities.

• Assist with client onboarding and coordinate activities across legal, compliance, operations, and accounting teams.

• Maintain CRM databases and prepare pipeline, relationship management, and business development reports.

• Draft and distribute client-facing communications, presentations, meeting materials, and investor updates.

• Coordinate client meetings and other business development activities.

• Serve as a point of contact for client inquiries and facilitate communication among internal and external stakeholders.

• Manage project timelines and cross-functional initiatives to ensure timely completion of deliverables.

• Identify process improvements and support operational efficiencies across client-facing workflows.

ESSENTIAL REQUIREMENTS

• Degree in Finance, Economics, Accounting, Business Administration, Communications, or a related field.

• 2-5 years of experience in investor relations, business development, client service, fund administration, asset management, wealth management, financial services, or a related field.

• Excellent written, verbal, and interpersonal communication skills.

• Strong organizational, project management, and multitasking abilities with exceptional attention to detail.

• Ability to independently manage competing priorities and meet deadlines in a fast-paced environment.

• Advanced proficiency in Microsoft Office applications, particularly Excel, PowerPoint, Outlook, and Word.

• Experience using CRM systems (Salesforce preferred) and other business applications.

• Experience working directly with clients, investors, prospects, or external business partners preferred.

• Familiarity with alternative investments, investment funds, insurance products, or wealth management is preferred.

• Positive attitude, strong work ethic, and willingness to take ownership of projects and responsibilities.

OUR COMMITMENT TO INCLUSION & WELLBEING

JTC is committed to fostering a healthy, inclusive organisation where all individuals feel welcome and feel able to participate in the workplace fully. We value different perspectives, backgrounds and lived experiences. This includes supporting employee wellbeing so that people feel equipped to thrive.

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