Jordan McDaniel
New York
Summary
Senior investor relations leader driving 100M+ fundraising efforts and capital growth across fintech startups and UHNW investor channels. Expertly manages relationships and operational strategies to enhance investor engagement and streamline capital positioning.
Overview
7
7
years of professional experience
Work History
HEAD OF INVESTOR RELATIONS
STARTUPS & FORTUNE 500 COMPANIES ADVISOR
New York
01.2024 - Current
- Lead investor strategy and capital positioning initiatives for leadership teams, supporting $10M+ fundraising and capital growth efforts across fintech startups and UHNW investor channels
- Drove fundraising by managing DDQs and proposals while fostering key investor and client relationships
- Developed key investor materials and CRM infrastructure to enhance tracking and stakeholder communications
MANAGER - INVESTOR RELATIONS, CLIENT SUCCESS
FARTHER FINANCE
New York
02.2024 - 01.2025
- Scaled advisor onboarding operations to 30+ top-tier advisors monthly, managing multimillion-dollar asset transitions and UHNW client relationships amidst rapid platform growth
- Coordinated cross-functional execution across sales, product, and leadership teams to enhance advisor adoption and facilitate platform expansion initiatives
- Developed CRM-driven workflows (HubSpot, Salesforce, AI tools) to streamline operations, contributing to advisor retention and bolstering client satisfaction outcomes
- $2b+ Aum Digital Wealth Platform Startup
ASSOCIATE - PRODUCT MARKET STRATEGY
LORD ABBETT
New York
01.2020 - 01.2022
- Presented monthly on opportunities to expand client relationships within institutional investor segments, driving strategic discussions across teams
- Managed cross-functional diligence execution across legal, finance, and operations teams, ensuring regulatory compliance and timely completion of complex investor requests
- Executed 200+ institutional DDQs and RFPs, supporting fund diligence processes for $100M+ in institutional capital allocations
- $193b Aum Active Asset Manager
ANALYST - HIGH NET WORTH DIVISION
MORGAN STANLEY
New York
01.2019 - 01.2020
- Researched, created and presented detailed portfolio analytics for $10M-$100M HNW clients to senior management, directly supporting top advisors in capital and client growth initiatives
- Created and maintained hundreds of pitch decks, white papers, and business development materials to support client engagement and strategic initiatives
- Researched trends in wealth management and financial technology at top-tier client events for firm's top 5% client segment, informing key firm events and meetings
- Created internal platform database for advisor business development tools, leading to 27% more engagement
- $1.5T AUM global investment bank
Education
Bachelor of Arts - Business
SAINT LOUIS UNIVERSITY
St. Louis, MO01-2019
Skills
- Investor relations
- Stakeholder management
- Strategic partnerships
- Shareholder relations
- Fundraising strategy
- Capital markets strategies
- Financial analysis
- Due diligence management
- Regulatory compliance
- Digital communication tools
- CRM implementation
- Performance metrics
- Cross-functional teamwork
- Industry analysis
Timeline
MANAGER - INVESTOR RELATIONS, CLIENT SUCCESS
FARTHER FINANCE
02.2024 - 01.2025
HEAD OF INVESTOR RELATIONS
STARTUPS & FORTUNE 500 COMPANIES ADVISOR
01.2024 - Current
ASSOCIATE - PRODUCT MARKET STRATEGY
LORD ABBETT
01.2020 - 01.2022
ANALYST - HIGH NET WORTH DIVISION
MORGAN STANLEY
01.2019 - 01.2020
Bachelor of Arts - Business
SAINT LOUIS UNIVERSITY