Vp Of Client Services, Investor Relations

This is a rare chance to step into a high-ownership role at a company scaling from a boutique investor relations marketing agency into a leading provider of data-driven IR and marketing solutions for the microcap space.
While mega-cap stocks rely on passive index funds and Wall Street coverage, public micro-caps and emerging issuers live and die by proactive awareness, trading liquidity, and clear digital storytelling. At smartIR, we deploy elite, consumer-grade growth marketing playbooks into the public capital markets, helping high-potential issuers build commanding digital footprints and activate high-intent investor communities.
We are looking for an entrepreneurial VP of Client Services, Investor Relations, who brings hands-on investor relations experience and thrives at the intersection of capital markets, digital media, and high-impact account leadership. If you understand the realities of venture exchanges (TSX-V, OTCQX, CSE, ASX), know what drives awareness, trading liquidity, and investor engagement for micro-cap and emerging issuers, and know how to orchestrate multi-channel client delivery, keep reading.
As VP of Client Services, Investor Relations, you won't just manage accounts;
you will be the operational and relational backbone of the smartIR client experience. You will have direct access to the leadership, significant autonomy, and play a key role in the evolution of our business. If you are a proactive leader who thrives in a flexible, fully distributed environment and wants to do meaningful work, this is your opportunity to build and grow with us.
This is a rare chance to step into a high-ownership role at a company scaling from a boutique investor relations marketing agency into a leading provider of data-driven IR and marketing solutions for the microcap space.
While mega-cap stocks rely on passive index funds and Wall Street coverage, public micro-caps and emerging issuers live and die by proactive awareness, trading liquidity, and clear digital storytelling. At smartIR, we deploy elite, consumer-grade growth marketing playbooks into the public capital markets, helping high-potential issuers build commanding digital footprints and activate high-intent investor communities.
We are looking for an entrepreneurial VP of Client Services, Investor Relations, who brings hands-on investor relations experience and thrives at the intersection of capital markets, digital media, and high-impact account leadership. If you understand the realities of venture exchanges (TSX-V, OTCQX, CSE, ASX), know what drives awareness, trading liquidity, and investor engagement for micro-cap and emerging issuers, and know how to orchestrate multi-channel client delivery, keep reading.
As VP of Client Services, Investor Relations, you won't just manage accounts;
you will be the operational and relational backbone of the smartIR client experience. You will have direct access to the leadership, significant autonomy, and play a key role in the evolution of our business. If you are a proactive leader who thrives in a flexible, fully distributed environment and wants to do meaningful work, this is your opportunity to build and grow with us.
What We DoAt smartIR, we transform how companies connect with investors by applying best-in-class consumer marketing strategies used by multi-million-dollar brands to the capital markets investor relations space to build their digital presence, drive measurable investor engagement, and tell their story with clarity and credibility.
The RoleWe are seeking a driven, highly organized VP of Client Services, Investor Relations, to join our growing, fully distributed team. This role is founded on a culture of flexibility and autonomy, placing you at the center of the smartIR client experience. As the operational and relational backbone of the company, you will own day to day delivery across every service line we run (Market Insights, Paid Media, Website, Social Media, Email, Marketing Assets, and Investor Engagement), ensuring the internal team is accountable to deliverables and timelines. You’ll bring firsthand investor relations experience and a clear understanding of how micro-cap and emerging issuers build awareness, trading liquidity, and engaged investor communities.
You're equal parts relationship builder and operations powerhouse. You know how to manage multiple client accounts and initiatives at once, and you take real pride in keeping everything moving without being asked twice. This is a senior role with broad ownership: you'll work directly with the CEO as the operational lead for our clients, making sure every account runs smoothly, every deadline is met, and every client feels supported.
Key ResponsibilitiesClient Relationship Management
Build and maintain strong, trust-based relationships with key client stakeholders
Scale team as needed to support client needs
Lead regular client check-ins, status calls, and strategy sessions
Anticipate client needs and proactively surface opportunities to add value
Support client retention and identify organic expansion opportunities within accounts
Project & Operations Management
Own end-to-end project management for all active client accounts
Build and maintain project timelines, task trackers, and status dashboards
Orchestrate and drive accountability across cross-functional teams and partners to consistently meet or exceed client delivery deadlines.
Hold the team accountable to deadlines by following up, removing blockers, and escalating when needed
Ensure deliverables meet quality standards before reaching the client
Document processes and maintain organized workflows across all accounts
Strategy & Client Programs
Contribute strategic input to client IR marketing programs and campaign planning
Own the preparation and delivery of high-value monthly performance reports, translating data into actionable strategic insights for key client stakeholders.
Identify gaps or opportunities in client programs and bring informed recommendations
Collaborate with the CEO on account strategy for key clients
Support onboarding of new clients and ensure a smooth transition into active programs
Internal Coordination & Reporting
Maintain a clear, real-time view of all active workstreams across the client portfolio
Provide regular status updates to the CEO on account health, risks, and milestones
Flag resource constraints, scope creep, or delivery risks early
Contribute to the development of agency processes, templates, and SOPs
Required Skills & ExperienceOperating Leadership Experience
8+ years of experience, including senior-level operating leadership at a full-service, multichannel marketing or advertising agency
Has direct experience executing on all key marketing channels (Market Insights, Paid Media, Website, Social Media, Email, Marketing Assets, and Client Engagement)
Strong grasp of agency economics including utilization, margin by account and service line, and capacity planning
Can operate with real autonomy, while still keeping management in the loop
Strategy & Business Acumen
Ability to contribute meaningfully to client strategy, not just execute instructions
Comfortable reading performance data and translating it into clear, actionable recommendations
Understanding of digital marketing principles (content, social, SEO, paid media) is a must
Investor relations experience is required, ideally supporting micro-cap or emerging issuers on venture exchanges;
expertise in the biotech or resource sector is a bonus
Account & Client Management
Experience in an account management, client success, or a related client-facing role
Strong communicator, confident on calls, clear in writing, professional in all client interactions
Extensive experience preparing or presenting client-facing reports and strategy decks
Project Management & Operations
Strong project management skills with hands‑on experience using tools to effectively track and manage tasks
Highly organized with a systematic approach to tracking tasks, timelines, and deliverables
Detail‑oriented, catches errors, maintains quality, and follows through consistently
Strong experience with CRM tools and client communication platforms
Mindset & Work Style
Proactive and self‑directed takes initiative without waiting to be managed
Comfortable operating in a lean, fast‑moving distributed team
Entrepreneurial Ownership: You view client accounts as your P&L, taking full responsibility for program success and continuous improvement.
Calm under pressure, solutions‑oriented, and adaptable when priorities shift
Preferred Qualifications
Experience managing accounts in financial services, capital markets, or a regulated industry
Been at an agency that scaled fast, and ideally built the operating systems that made that growth possible
Experience in financial services and/or investor relations marketing, comfortable with securities disclosure norms and multi‑exchange client bases
What Success Looks Like
Six months in, the CEO is fully out of daily execution for client deliverables and day-to-day team management
A strong operating structure is in place with SOPs, reporting etc. all functioning under your leadership
Strategic hiring and team scaling to support growth
The business can rapidly scale and take on new clients without compromising delivery
Compensation
Target total compensation: $250,000+ after initial scaling year
Base salary: $110,000-160,000 base per annum
Significant performance bonuses contingent on ability to support new client growth and renewals
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