Job Description
Job Description
About United Legacy
United Legacy is a portfolio of real estate–focused brands that originate, deploy, and manage capital across private lending and development strategies. Through our internal Investor Relations team, we raise capital from retail investors and place it into institutional-grade alternative investment offerings that directly support our lending platform and affiliated real estate development companies.
We operate with a long-term mindset, emphasizing disciplined underwriting, transparency, and strong alignment between investors and the assets in which they participate.
Role Overview
The Investor Relations Representative serves as a primary relationship manager for prospective and existing investors, partnering with clients to understand their broader financial picture and support thoughtful portfolio diversification through real estate and fixed-income opportunities.
In this role, you will lead consultative, goals-based conversations that help investors evaluate how real estate, income-oriented investments, and tax-advantaged strategies may complement their existing portfolios. You will work closely with internal teams to deliver a seamless, compliant, and high-touch experience from initial discovery through capital deployment.
This position is designed for professionals with a wealth management or real estate advisory mindset who value long-term client relationships, disciplined portfolio construction, and clear communication. The role is salary-based and relationship-driven, with no commission pressure tied to individual transactions.
Key Responsibilities
- Build and manage long-term relationships with high-net-worth and professional investors
- Lead discovery conversations to understand financial objectives, risk considerations, and portfolio priorities
- Conduct in-person and virtual meetings with prospective and existing clients at offices and external locations
- Explain United Legacy’s real estate and income-focused investment offerings in a clear, accessible manner
- Introduce investment, lending, and wealth planning concepts to support a goals-based approach to portfolio diversification
- Identify opportunities to deepen relationships across real estate, lending, and alternative investment solutions
- Maintain proactive communication and deliver a high-touch client experience
- Cultivate relationships with referral partners and centers of influence to generate new investor relationships
- Partner with internal teams to deliver coordinated client solutions and ensure smooth execution
- Maintain accurate documentation of client interactions, progress, and next steps
- Ensure all interactions align with regulatory requirements, internal policies, and professional standards
Requirements
- Minimum of 5 years of experience in financial services, real estate, lending, client services, or consultative sales
- Working knowledge of investments, real estate, wealth planning, or lending concepts
- Proven ability to build trusted, long-term client relationships
- Track record of delivering a strong, relationship-driven client experience
- Experience growing relationships across multiple products or service offerings
- Strong communication, organization, and collaboration skills
Nice to Haves
- Bachelor’s degree
- Applicable financial services licenses such as Series 7, Series 65, or Series 66
- State insurance licenses
- Active or inactive real estate license (salesperson, originator, or broker), where applicable
- Experience supporting residential, commercial, or business lending needs
- Established referral network or strong community presence
Compensation & Benefits
- Base Salary: $65,000–$105,000 annually (based on experience)
- Bonus Eligibility:
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- Individual objective-based bonus (paid monthly)
- Team performance-based bonus (paid quarterly)
- Health Insurance: Medical, dental, and vision coverage
- Paid Time Off: Unlimited PTO, eligible after probationary period
- Sick Leave: Eligible after probationary period
- Office Location: Del Mar, CA
- Work Arrangement: On-site
- Schedule: Monday–Friday, 9:00 AM–5:30 PM