Role: Associate, CRM Operations

Monticello is a private credit asset manager focused on bridge lending across seniors housing, skilled nursing, and multifamily real estate. As our platform and affiliated businesses continue to scale, the operational demands of running a modern investor relations and marketing function have outgrown what a generalist team can sustainably support. We need a dedicated owner for the systems, data, and day-to-day execution that sit underneath every investor interaction and every capital-raising campaign we run.

This role exists to be that owner. It bridges two functions that are too often siloed at investment firms: the investor-facing servicing work that keeps existing LPs informed and well-supported, and the marketing operations work that helps us identify, nurture, and convert the next generation of investors. By bringing both under a single seat anchored in HubSpot, we gain a unified view of our investor lifecycle, faster execution on campaigns and ad hoc investor requests, cleaner data for reporting and compliance, and a scalable foundation as the Firm grows. The person in this role will be a force multiplier for the IR

For full details on this position and to apply, go to: FULL DESCRIPTION