Manager, Investor Experience

The Manager, Investor Experience serves as the primary point of contact and trusted advocate for the organization's investor group, delivering an exceptional owner partner experience through personalized service, proactive relationship management, and seamless coordination across the organization.

This role acts as the central liaison between investors and internal departments, ensuring that every investor request, inquiry, and experience is handled with urgency, professionalism, and discretion. Investors should never have to determine who within the organization can assist them; instead, they rely on the Manager, Investor Experience to coordinate resources, facilitate solutions, and ensure successful outcomes where investors feel valued, informed and supported.

From managing investor communications and special requests to delivering world-class hospitality on home game days, occasional away games, concerts, soccer matches, and at exclusive events, this role is responsible for creating a highly personalized, white-glove experience that reflects the prestige and values of the 49ers organization.

Responsibilities and Duties:

• Serve as the primary point of contact for day-to-day investor communications and inquiries, ensuring timely, accurate, and professional responses.
• Manage all aspects of investor attendance at games and special events, including direct coordination with 49ers departments (ticketing, hospitality, football operations) to secure seating, tours, parking, dietary accommodations, and other hospitality arrangements.
• Proactively communicate with investors providing timely updates, expectations, and itineraries related to game days and special events.
• Create and collaborate with internal teams to develop and distribute investor communications, newsletters, updates, presentations, and event information.
• Develop and maintain a system to track and maintain all investor perks, benefits, requests
• Schedule and provide administrative support for investor meetings, including logistics, agendas, and follow-up correspondence
• Build and nurture relationships with internal staff and external vendor partners (hotel, restaurants, transportation and event spaces) to ensure a premium, coordinated experience for investors visiting Levi’s Stadium and attending any away games.
• Plan and execute investor gifting programs throughout the year, including season opener gifts, holiday gifts, and personalized gifts for milestones or special acknowledgments.
• Attend all 49ers home games, occasional away games, and all live events at Levi’s Stadium and serve as the primary on-site service resource and hospitality lead or investors.
• Proactively monitor investor suites and hospitality areas to ensure needs are anticipated and addressed.
• Manage the planning and execution of investor events including retreats, celebration trips, and private gatherings; vendor coordination, logistics, and on-site execution
• Other duties as assigned.

Required Abilities and Skills:

• Ability to use logic and reasoning to evaluate information to determine how it should be best interpreted.
• Creative and innovative, the ability to see alternatives and solutions.
• Ability to initiate, design, plan, execute, monitor, and evaluate outcomes of a project or initiative.
• Organizational skills with the ability to manage time effectively, while balancing and prioritizing multiple competing tasks.
• Communicates orally and in writing in a clear, concise, and impartial manner.
• Ability to work evenings, weekends, and all events at Levi’s Stadium including but not limited to football games, soccer games, concerts, and live events.
• Skilled at handling sensitive financial information and navigating complex, high-pressure situations without compromising trust or confidentiality.
• Strong interpersonal skills to build trust with diverse stakeholders, from team owners and investors to league executives and media.
• Capacity to pivot quickly in response to unexpected developments while maintaining consistent investor messaging.

Education and Experience:

• 5 years of experience in hospitality, client services, relationship management, premium guest services, or a related field.
• Strong organizational skills with the ability to manage multiple priorities.
• Experience working with executives, VIP clients, high-net-worth individuals, or ownership groups preferred.
• Proven track record of managing relationships with investors, sponsors, and board members, including assisting with financial reports, presentations, and handling high-stakes communications.
• Exceptional communication, presentation, and negotiation skills, with experience representing an organization to analysts, media, and high-profile stakeholders.
• Experience with Microsoft Suite including Excel, Outlook, PowerPoint and Word.
• Experience with Visio, Adobe Acrobat Pro DC, Concur, DocuSign, Egnyte, Dropbox, Zoom, GoToMeeting and Ariba.

Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

The employee will be sitting in a typical office environment the majority of the time and may be exposed to outdoor weather conditions.

The employee is frequently required to sit, use hands or fingers, handle or feel objects, tools, or controls and reach with hands and arms. The employee is regularly required to talk or hear. The employee is occasionally required to stand, walk and lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.

This position requires the ability to work extended hours and/or weekends.

Travel:

5% of local travel time is expected for this position.