Job Overview

The client is seeking a professional and detail-oriented LinkedIn Outreach Specialist 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 Overview

The 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 private credit exposure.

Schedule:

• Monday - Friday, 9:00AM - 5:00 PM EST (40 hours per week) 

Responsibilities

• Conduct professional outbound calls to wealth managers, family offices, RIAs, and investment professionals
• Introduce the client and request permission to send firm materials and presentations
• Verify contact information and maintain accurate CRM records
• Use LinkedIn to identify, connect with, and engage targeted financial professionals
• Manage LinkedIn outreach using approved messaging templates and communication processes
• Track outreach activity, follow-ups, and engagement within CRM systems
• Coordinate scheduling for introductory and follow-up calls
• Support the Investor Relations Manager with administrative and communication tasks
• Maintain professionalism and confidentiality in all communications

Requirements

• Experience in outbound calling, appointment setting, LinkedIn outreach, executive assistance, investor relations support, or B2B customer service
• Comfortable speaking with executives and financial professionals
• Familiarity with LinkedIn, CRM systems, spreadsheets, and email communication
• Experience working remotely with U.S.-based companies preferred
• Strong English communication skills and professional phone presence
• Organized, dependable, and detail-oriented

Preferred Background

Experience in any of the following is a plus:

• Financial services
• Real estate
• Wealth management
• Private equity
• Insurance
• Investor relations
• LinkedIn lead generation
• Call center or BPO environments
• Executive virtual assistance

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations
• Performance incentives and bonus opportunities

Note

Please 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.