Supports investor relations and business development for private credit activities. Responsibilities include responding to client and prospect information requests, creating presentations and marketing materials, maintaining investor data rooms and databases, completing RFPs and RFIs, managing CRM data and deliverables, and supporting fundraising and investor-related projects. The role collaborates with investment, sales, operations, compliance, legal, and data teams while using AI tools to improve productivity and output quality.

The Vice President will support private credit fundraising and investor relations by managing fundraising processes, coordinating diligence and onboarding, developing investor-facing materials, supporting client meetings, maintaining CRM activity, and analyzing market and portfolio data. The role partners across investment, sales, legal, compliance, and operations teams while helping prioritize workstreams and ensuring high-quality deliverables. Candidates need six to nine years of relevant financial services experience, strong analytical and communication skills, and proficiency in PowerPoint, Excel, Word, and CRM systems.

Manage and grow an assigned book of mid/large-group benefit clients (500-4,999 lives). Ensure exceptional client and broker service, drive retention and profitable upsell/cross-sell, lead renewals and negotiations, collaborate with underwriting and service partners, mentor team members, support compliance and training, attend industry events, and implement process improvements. Hybrid role based in Chicago with up to 30% domestic overnight travel.