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Investment Partner Jobs (NOW HIRING)

Merchants Bancorp

Investment Accountant

Carmel, IN · On-site

Job Type Full-time Description The Accountant, Investment Partners position will be responsible for the platform's accounting, reporting and financial oversight of its commercial real estate focused ...

SUBTEXT LLC

Investment Analyst

Saint Louis, MO · On-site

Support communication and data requests from debt and equity partners. * Track capital markets assumptions, lender terms, and deal-specific financing metrics * Maintain organized investment and ...

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Investment Partner information

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$12

$27

$52

How much do investment partner jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for investment partner in the United States is $27.30, according to ZipRecruiter salary data. Most workers in this role earn between $17.55 and $35.34 per hour, depending on experience, location, and employer.

What is the difference between Investment Partner vs Investment Analyst?

AspectInvestment PartnerInvestment Analyst
Required CredentialsTypically requires a bachelor's degree, often an MBA or CFA certificationUsually requires a bachelor's degree, CFA or similar certifications are common
Work EnvironmentSenior-level, client-facing, strategic decision-makingResearch-focused, data analysis, supporting investment decisions
Employer & Industry UsagePrivate equity firms, venture capital, investment firmsAsset management firms, investment banks, financial services

Investment Partners and Investment Analysts play different roles within the investment industry. Investment Partners focus on high-level strategy, client relationships, and decision-making, often requiring advanced credentials and experience. Investment Analysts primarily conduct research, analyze data, and support investment decisions. Both roles are essential but differ significantly in responsibilities and seniority.

What are the key skills and qualifications needed to thrive as an Investment Partner, and why are they important?

To thrive as an Investment Partner, you need deep expertise in financial analysis, deal structuring, and portfolio management, often supported by an advanced degree in finance, economics, or business. Proficiency with financial modeling tools, investment management platforms, and certifications like CFA are typical for the role. Strong negotiation, relationship-building, and strategic decision-making skills set top performers apart. These skills are crucial for making sound investment decisions, maximizing returns, and maintaining productive partnerships.

What are Investment Partners?

Investment Partners are professionals who manage and oversee investment portfolios, often within venture capital, private equity, or asset management firms. They are responsible for sourcing, evaluating, and managing investment opportunities, as well as building relationships with investors and portfolio companies. Typically, Investment Partners play a key role in strategic decision-making and help guide the growth of both the investment firm and its portfolio. Their expertise is crucial in identifying trends, mitigating risks, and maximizing returns for stakeholders.

How does an Investment Partner typically collaborate with portfolio companies to drive growth?

Investment Partners often take an active role in supporting the leadership teams of portfolio companies. This includes providing strategic guidance, helping with key hires, and facilitating connections within their professional networks. They frequently attend board meetings, offer insights on scaling operations, and assist with securing additional funding rounds. Effective collaboration requires strong interpersonal skills and the ability to tailor advice to each company's unique challenges and opportunities.
More about Investment Partner jobs
Who are the top companies hiring for Investment Partner jobs? The top employers for Investment Partner jobs are:
What states have the most Investment Partner jobs? States with the most job openings for Investment Partner jobs include:
What job categories do people searching Investment Partner jobs look for? The top searched job categories for Investment Partner jobs are:
Investment Partner jobs near you
Infographic showing various Investment Partner job openings in the United States as of June 2026, with employment types broken down into 2% Locum Tenens, 2% As Needed, 85% Full Time, 7% Part Time, 2% Temporary, and 2% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $56,785 per year, or $27.3 per hour.
Regional Vice President, Enterprise Partnerships

Regional Vice President, Enterprise Partnerships

DPL Financial Partners

Louisville, KY • On-site

Full-time

Posted 29 days ago

Job description

Regional Vice President, Enterprise Partnerships (Investments)
Location: Remote / Hybrid
Employment Type: Full-Time
Reports to: SVP, Advisor & Firm Growth
Role Overview
DPL Financial Partners is seeking a senior, externally facing Regional Vice President to lead enterprise relationship development and drive growth across the largest RIAs in the industry. This individual will operate as a strategic investment partner to advisory firms, combining deep investment expertise with a consultative sales approach to accelerate adoption of fee-based annuity solutions.
This is a high-impact, quota-carrying role focused on building C-suite relationships, influencing portfolio construction decisions, and driving large-scale enterprise partnerships.
Key Responsibilities
Enterprise Sales & Relationship Management
  • Own and grow relationships with large RIA firms ($1B-$50B+ AUM) within an assigned territory
  • Develop and execute a targeted business plan to drive membership adoption and product flows
  • Establish credibility as a trusted investment resource to CIOs, Heads of Investment, and Financial Planning leadership
  • Lead complex, multi-stakeholder sales cycles from initial engagement through close and onboarding
  • Drive asset conversion opportunities (e.g., 1035 exchanges, new allocations) into fee-based annuity solutions

Investment-Led Consulting
  • Serve as a subject matter expert on portfolio construction, retirement income strategies, and annuity integration
  • Position annuities within broader investment frameworks (e.g., alternatives, fixed income replacement, income sleeves)
  • Partner with firms to solve for client outcomes: income, downside protection, tax efficiency, and diversification
  • Deliver investment-focused presentations to investment committees and advisor teams

Business Development & Market Presence
  • Proactively source and engage new enterprise opportunities through networking, referrals, and industry presence
  • Represent DPL at industry conferences, events, and executive meetings
  • Identify and capitalize on trends across the RIA and wealth management landscape

Strategic Influence & Leadership
  • Provide field insights to senior leadership on product gaps, competitive dynamics, and advisor needs
  • Contribute to go-to-market strategy, including messaging, segmentation, and enterprise engagement models
  • Mentor and support internal sales team members on advanced sales strategies and investment positioning

Qualifications
Experience
  • 7-12+ years of experience in financial services, asset management, or annuity distribution
  • Proven success in enterprise or institutional sales, particularly within the RIA channel
  • Demonstrated ability to build and close large, complex deals with senior stakeholders
  • Strong background in investments, portfolio construction, or retirement income strategies

Technical & Professional Expertise
  • Deep understanding of:
    • Annuities (RILAs, fixed indexed, advisory solutions)
    • Investment portfolios and asset allocation frameworks
    • Retirement income planning and tax-aware strategies
  • Ability to translate complex investment concepts into clear, compelling client solutions

Licensing & Education
  • Bachelor's degree required (Finance, Economics, or related field preferred)
  • FINRA Series 6/7 and 63 (or ability to obtain)
  • Life & Health Insurance licenses required
  • CFA, CFP, or CAIA designation is a strong plus

Key Attributes
  • Executive presence with the ability to engage C-suite and investment committees
  • Highly self-motivated with a "must win" mentality and ownership mindset
  • Strong communicator with the ability to influence both technical and non-technical audiences
  • Strategic thinker who can operate at both enterprise and tactical levels

Travel
  • Travel required up to 30-40%, focused on client meetings, conferences, and key events

What Success Looks Like
  • Consistent achievement of sales and asset growth targets
  • Expansion of DPL's footprint within top-tier RIA firms
  • Recognition as a go-to investment partner for advisors and home offices
  • Measurable impact on enterprise adoption and long-term revenue growth

Apply