Benefits

Job Description

Indiana, Ohio, or Kentucky | Full-Time | Reports to Director of Investor Relations

Help 1,000 Surgeons Achieve Financial Freedom

Trust transfers human-to-human, not marketing-to-human.

That's the operating truth behind everything we do at Apta Investment Group. We're a physician-founded real estate private equity firm with a singular mission: helping surgeons escape burnout, build generational wealth, and practice medicine by choice - not financial necessity.

For our target investor: the Million-Dollar Surgeon, awareness isn't the constraint. Conviction is. And conviction is built through relationships, peer credibility, and high-trust execution, not campaigns or cold outreach.

We're looking for an Investor Marketing Manager who understands this distinction and has the surgeon or physician marketing experience to execute a relationship-first strategy. If you've successfully marketed to physicians, surgeons, or high-net-worth healthcare professionals and thrive on building trust rather than chasing clicks, we want to meet you.

Our Vision & Purpose

Vision: By 2035, 1,000 financially independent, million-dollar surgeons practicing by choice impacting 25 million patient lives.

Purpose: We enhance the quality of life for surgeons, their patients, and their families creating a positive ripple effect that strengthens the practice of medicine and the communities it serves.

With a 20-year track record, zero investor capital calls, and zero investor losses, Apta has scaled to 85+ physician investors. Our 2026 goal: raise $30M from 130 new surgeon investors. We need you to help make that happen.

Our Values: T.I.M.E.

We give our investors freedom with their most valuable, limited resource.

Transparency: We communicate openly, honestly, and clearly building trust within our team and with the surgeons and families we serve.
Integrity: We do what is right, even when it's difficult, and uphold the highest ethical standards in every decision.
Meticulousness: We operate with precision and discipline, taking pride in the details that protect capital, build confidence, and create long-term results.
Evolve: We embrace continuous learning and improvement personally, professionally, and organizationally so our clients and our firm remain resilient in a changing world.

The Role

This role lives at the intersection of marketing and sales.

We think of marketing as one-to-many and sales as one-to-one. This role requires both. You'll create content and collateral that educates at scale (marketing), while also facilitating private dinners, intimate events, and relationship-driven outreach that builds conviction one surgeon at a time (sales).

As Investor Marketing Manager, you'll own the execution of our 10-channel capital raising strategy, a relationship-first approach built on peer credibility, geographic concentration, and high-trust touchpoints. This isn't about generating leads through paid ads; it's about orchestrating experiences that build conviction among sophisticated surgeon investors.

You'll have execution support through an offshore Marketing Associate for day-to-day tasks. Your job is strategy, architecture, and the relationship-building that drives qualified investor introductions to our Director of Investor Relations.

Execute Our Relationship-First Strategy

Private Dinner Program: Coordinate intimate 8-10 surgeon events across Indianapolis, Louisville, Cincinnati, Columbus, and Lexington. No slides, no pitch, peer-to-peer conversations that build trust.
Webinars & Educational Events: Host sessions that demonstrate expertise and address real investor concerns. Steel-man objections, validate sentiment, and lean into consultative, educational dialogue rather than transactional selling.
Ambassador Program: Activate respected surgeon investors, ASC owners and practice leaders as trust accelerators who facilitate warm peer introductions.
Strategic Partnerships: Execute quarterly partnership initiatives with organizations that serve our target surgeons.

Lead Content & Thought Leadership

Oversee podcast production, guest appearances, blog, and social content that speaks directly to our avatar: the Million-Dollar Surgeon ($1-3M income, ASC owner, K-1 sophisticated, time-starved, skeptical of cold outreach).
Coordinate SEO and digital presence across AptaInvest.com, VasuMD.com, and TheSurgicalInvestor.com. Map lead journey to existing assets and develop new assets to optimize the path from awareness to conviction and coordinate logistics for all the private events.

Own CRM Architecture & Pipeline

Direct Execution: Supervise an offshore Marketing Coordinator for day-to-day execution - list building, sequence management, content scheduling, and data hygiene, deal stages, workflows, and automations - that tracks the investor journey from first touch to capital commitment.
Track What Matters: Build scalable SOPs that document your playbook. Monitor pipeline health, conversion by channel, and the quality of investor introductions reaching our Director of Investor Relations.
Manage Resources: Own the marketing budget and coordinate execution across initiatives.

What's In It For You

Mission-Driven Impact: Every surgeon you help reach means another physician escaping burnout and building financial freedom and thousands of patients who benefit from a doctor practicing at their best.
Clear Growth Path: Investor Marketing Manager to Director of Investor Marketing as we scale to 300 to 500 to 1,000 investors. Your growth is built into our growth. Build the marketing function from our foundation as we scale 10x.
Execution Support: An offshore Marketing Co-ordinator handles day-to-day tasks so you can focus on strategy, relationships, and outcomes.
Founder Access: Work directly with our principals and Director of Investor Relations. Your ideas matter here.

Compensation

Base Salary: $85,000 - $90,000 depending on experience.
Performance Bonus: Up to $25,000+ annually based on achievement of company and role-specific outcomes, bringing total compensation potential to $110,000+.
Unlimited PTO: We trust you to manage your time and deliver results. Take what you need.
Long-Term Growth: Path to Director of Investor Marketing with compensation growth commensurate with company outcomes as we scale to 1,000 investors.

Who You Are

Required

Location: Based in Indiana, Ohio, or Kentucky. You'll coordinate in-person events across our primary markets. This role requires geographic presence.
Experience: 5+ years in marketing with 2+ years leading campaigns or projects. Demonstrated experience marketing to surgeons, physicians, or healthcare professionals is essential.
Consultative Mindset: You understand that sophisticated investors have real objections. You can steel-man those concerns, validate sentiment, and guide prospects through an educational process - not a transactional pitch.
Event Marketing: Proven track record executing high-touch events - private dinners, seminars, or conferences for sophisticated, high-net-worth audiences.
CRM Proficiency: Hands-on experience with HubSpot campaigns, workflows, and automation. You're comfortable building the system, not just using it.
Leadership: Experience managing team members, external vendors, or agency partners.
Communication: Exceptional written communication and meticulous attention to detail. You can write investor-grade content and facilitate a room of surgeons.

Preferred

Background in real estate, finance, healthcare, or investor relations.
Experience marketing specifically to surgeons, physicians, or high-income medical professionals for investments or financial services.
Familiarity with SEC 506(b) and 506(c) compliance for investor communications.
Remote/offshore team management experience.
Comfort with AI tools (ChatGPT, Claude) to accelerate execution.

Who Thrives Here

Relationship builders who know trust beats tactics.
Hybrid thinkers who can create compelling content and close a room.
Strategic executors who see the big picture and sweat the details.
Process-minded operators who document and systematize.
Calm coordinators who keep complex multi-channel campaigns on track.
People with an ownership mentality who treat the company goals like it's yours. This position is classified as FLSA Exempt status.

Full Time

AIG

Apta Investment Group

• 1-100 employees

Apta Investment Group is a physician-founded real estate private equity firm focused on medical office buildings and grocery-anchored retail centers. Our name "Apta" derives from the Sanskrit term for "trust" reflecting our commitment to integrity in all relationships.

Our investors are surgeons who want passive income and tax benefits without the headaches of direct ownership. We deliver institutional-grade service with a lean, high-performance team.

Where We Are