About the Role:

Grade Level (for internal use):

10

The Deputy Director of Investor Relations supports the Global Head of Investor Relations in developing and strengthening relationships with RIAs (registered investment advisors) across the global alternatives market. As a key ambassador for With Intelligence, this role is responsible for communicating the company's strategy, identifying market opportunities, and ensuring our conferences and investor initiatives remain highly relevant to the allocator community.

The candidate would be responsible for building and engaging the audience for approximately 3 wealth investment conferences annually. This includes cultivating senior investor relationships through proactive outreach, face-to-face meetings, industry events, and ongoing market intelligence.

The Deputy Director plays a critical role in shaping conference programs by identifying leading RIAs for speaking opportunities, advisory boards, and exclusive investor initiatives. Success in this role requires strategic relationship management, a deep understanding of institutional investing, and the ability to collaborate closely with the Content Director, commercial team, and event leadership to deliver best-in-class investor experiences.

Key Responsibilities

• Build and maintain senior relationships with RIAs through meetings, calls, conferences, and ongoing engagement.
• Serve as a trusted source of market intelligence by staying current on industry trends, investment priorities, fund launches, manager activity, and senior leadership moves.
• Identify and recruit high-quality RIA's for conference speaking opportunities, advisory boards, roundtables, and exclusive investor initiatives.
• Partner with the Content Director to shape conference agendas based on current investor interests, emerging themes, and market developments.
• Work with the Global Head of Investor Relations to develop and execute investor engagement strategies that strengthen With Intelligence's position within the institutional investment community.
• Capture insights from investor meetings, including market trends, survey ideas, panel topics, and content opportunities.
• Maintain accurate records of investor interactions, investment strategies, and market intelligence within Salesforce.
• Represent With Intelligence at industry conferences and networking events, acting as an ambassador for the business and expanding the firm's investor network.

Objectives

• Strengthen With Intelligence's reputation and visibility among RIA's.
• Increase allocator engagement across conferences, advisory boards, and exclusive networking initiatives.
• Deliver high-quality investor participation across approximately 3 events each year.
• Generate actionable market intelligence that informs conference programming and business strategy.
• Foster long-term relationships that drive repeat engagement across the With Intelligence portfolio.

Skills & Experience

• Excellent relationship-building and communication skills, with the confidence to engage senior RIAs.
• Strong commercial awareness and an understanding of investment markets, private markets, and alternative assets.
• Strong understanding of how to qualify RIAs.
• Ability to translate investor feedback into innovative conference sessions, networking opportunities, surveys, case studies, and other engagement initiatives.
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
• Self-motivated, proactive, and comfortable working independently while collaborating across teams.
• Strong analytical skills with the ability to identify market trends and emerging investment themes.
• Results-oriented with a proven ability to build relationships and achieve engagement targets.
• High level of professionalism, integrity, and sound judgment.
• Experience using Salesforce or similar CRM platforms.
• Willingness to travel regularly to conferences, client meetings, and industry events.

Preferred Qualifications

• Experience working with RIAs, private markets, or financial services.
• Existing network within the RIA or alternative investment community is highly desirable.
• Experience speaking with senior executives and representing an organization at industry events.

Compensation/Benefits Information: (This section is only applicable to US candidates) 

S&P Global states that the anticipated base salary range for this position of up to $120,000 per year. Final base salary for this role will be based on the individual’s geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan.

About S&P Global Market Intelligence

At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.

For more information, visit www.spglobal.com/marketintelligence.

What’s In It For You?

Our Mission:

Advancing Essential Intelligence.

Our People:

We're more than 35,000 strong worldwide—so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We’re committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.

Our Values:

Integrity, Discovery, Partnership

Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.

Benefits:

We take care of you, so you can take care of business. We care about our people. That’s why we provide everything you—and your career—need to thrive at S&P Global.

Our benefits include: 

• Health & Wellness: Health care coverage designed for the mind and body.

• Flexible Downtime: Generous time off helps keep you energized for your time on.

• Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.

• Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs.

• Family Friendly Perks: It’s not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families.

• Beyond the Basics: From retail discounts to referral incentive awards—small perks can make a big difference.

For more information on benefits by country visit: https://spgbenefits.com/benefit-summaries

Global Hiring and Opportunity at S&P Global:

At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.

Recruitment Fraud Alert:

If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to reportfraud@spglobal.com. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here.

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Equal Opportunity Employer

S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law.  Only electronic job submissions will be considered for employment.  

 

If you need an accommodation during the application process due to a disability, please send an email to: EEO.Compliance@spglobal.com and your request will be forwarded to the appropriate person.  
 
US Candidates Only: Know Your Rights: Workplace discrimination is illegal

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20 - Professional (EEO-2 Job Categories-United States of America), MRKTNG202.1 - Middle Professional Tier I (EEO Job Group)