Relationship Manager, Sr. Associate

Position Description

LISC Fund Management (LFM) seeks an experienced and relationship-driven professional to serve as Relationship Manager within the Fund Development & Marketing team. This role is responsible for cultivating and expanding relationships with banks, philanthropic organizations, foundations, and other mission-aligned investors to support LFM’s capital raising and partnership goals.

Reporting to the Vice President, Fund Development, the Relationship Manager leads investor outreach and engagement efforts, working with direction from the VP to develop and execute strategies that increase capital commitments and strengthen long-term partnerships. The role is accountable for building and maintaining a robust investor pipeline, advancing prospective investors through the engagement process, and contributing meaningfully to annual fundraising targets across LFM’s funds.

The Relationship Manager represents LFM externally, articulating the organization’s investment strategy, fund offerings, and community impact to diverse audiences. This requires the ability to tailor messaging across investor types (including CRA-motivated banks, foundations, healthcare systems, higher education institutions, and other corporate or mission-driven entities) and to demonstrate fluency in credit, regulatory, and impact frameworks relevant to each audience.

The position works closely with Investor Relations, Fund Design, Legal, Compliance, and Marketing teams to coordinate investor communications, manage due diligence processes, and support successful closings. Internally, the Relationship Manager is expected to collaborate effectively across the platform and maintain accurate records of investor activity in Salesforce and other systems.

 

Responsibilities

Investor Origination and Relationship Development (35%)

• Develop and manage a pipeline of prospective investors across banks, philanthropic organizations, foundations, healthcare systems, higher education institutions, and other mission-aligned entities
• Conduct proactive outreach, including meetings, calls, conference participation, and follow-up engagement to expand LFM’s investor base
• Lead investor conversations and presentations, tailoring messaging to different audiences (e.g., CRA-motivated banks, foundations, corporate partners)
• Advance prospective investors through the relationship lifecycle, from initial introduction through commitment
• Contribute directly to annual fundraising goals and capital formation targets, in coordination with the VP, Fund Development

 

Capital Raise Execution and Investor Management (35%)

• Support preparation and delivery of investor presentations, fund materials, and due diligence responses in coordination with Marketing, Legal, Compliance, and Fund Design teams
• Manage the investor closing process, coordinating documentation and communication with internal and external stakeholders
• Maintain ongoing communication with investors during fundraising cycles, ensuring timely responses and follow-up
• Partner with Investor Relations to support pipeline updates, investor reporting touchpoints, and relationship continuity

 

Cross-Functional Collaboration and Platform Alignment (20%)

• Work closely with Fund Investments, Fund Management, and Investor Relations to ensure alignment between fundraising efforts and fund capacity, pricing, and deployment timelines
• Coordinate internally to ensure accurate and consistent messaging regarding fund performance, impact metrics, and product positioning
• Represent LFM in cross-platform discussions and contribute to broader “One LISC” engagement opportunities when appropriate
• Exercise professional judgment in investor-facing communications without requiring routine oversight or message revision

 

Systems Management and Performance Tracking (10%)

• Maintain accurate and up-to-date investor records, call logs, and pipeline tracking in Salesforce and other internal systems
• Monitor progress against outreach and capital raising goals and provide regular updates to the VP, Fund Development
• Support reporting and analytics related to investor engagement and fundraising performance

 

Qualifications

• Bachelor’s degree from an accredited college or university required; advanced degree preferred
• Minimum 7 years of relevant experience in community development banking, CRA-focused financial services, impact investing, fund sales, real estate finance, or related investment environments
• Demonstrated experience engaging and pitching to financial institutions, particularly CRA-motivated banks; experience working with philanthropic organizations or foundations strongly preferred
• Working knowledge of affordable housing finance and community development investment structures; familiarity with CRA frameworks and regulatory considerations preferred
• Experience in fundraising, capital raising, investor relations, or investment product sales preferred
• Ability to articulate investment strategies clearly to diverse audiences and tailor messaging to different investor types (e.g., banks, foundations, corporate partners)
• Strong relationship-building skills and demonstrated ability to independently manage and advance a pipeline of prospective investors
• Proficiency in Microsoft Office (PowerPoint, Word, Excel including pivot tables and financial analysis tools) and experience maintaining investor records in Salesforce or other CRM systems
• Excellent written and verbal communication skills, including strong proofreading and presentation abilities
• Demonstrated commitment to LISC’s community development mission and ability to balance financial objectives with impact outcomes

 

COMPENSATION

LISC offers a competitive salary ($98,276-$122,845) and excellent fringe benefits. This position is expected to travel across the United States, up to 50% annually.