Investor Relations Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and lead a new investor relations function at Climate First Bank.

• Formulate and implement an investor relations strategy that aligns with the growth roadmap, capital priorities, mission, and governance expectations.

• Develop systematic processes, timelines, messaging frameworks, and reporting routines.

• Act as the intermediary between executive leadership and the investment community.

• Generate investor presentations, shareholder communications, market updates, board-ready materials, and executive communications.

• Collaborate with Finance, Accounting, Marketing, Legal, Compliance, and executive leaders to ensure messaging is accurate, consistent, timely, and adheres to regulations.

• Simplify complex financial, strategic, and banking concepts into clear narratives.

• Manage relationships with investors, analysts, transfer agents, advisors, and shareholders.

• Organize investor meetings, roadshows, conferences, shareholder events, and follow-up activities.

• Keep track of market trends, peer bank activities, investor sentiments, analyst insights, and competitive positioning.

• Provide actionable insights to senior leadership.

• Oversee and maintain the investor relations website, platform, materials library, and content related to disclosures.

• Stay updated on regulatory requirements and complete necessary compliance and IT training.

• Adhere to bank policies, procedures, and regulations.

• Investigate suspicious activities and collaborate to prevent fraud.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Communications, or a related field.

• At least 5 years of experience in investor relations, corporate finance, banking, equity research, capital markets, financial communications, or a related area.

• Proficiency in understanding bank financial statements, capital planning, shareholder communications, and regulatory considerations.

• Experience in creating investor presentations, executive communications, market updates, or board-level materials with high accuracy and professionalism.

• Capability to build a function from scratch and establish scalable, repeatable processes.

• Financial acumen encompassing performance, capital, growth, risk, reputation, financial reports, market trends, valuation metrics, shareholder expectations, and peer activities.

• Ability to convey complex financial and strategic information clearly to investors, executives, and cross-functional partners.

• High standards of judgment, confidentiality, accuracy, timing, consistency, and compliance discipline.

• Eagerness to learn and apply bank policies, disclosure expectations, regulatory requirements, and governance practices.

• Quick adaptability to new tools and proficiency in utilizing technology, data, and market intelligence platforms.

• Familiarity with investor relations platforms, market data tools, transfer agent systems, or financial reporting technology is advantageous.

• Commitment to environmental, social, economic, and racial justice.

• Must be a non-smoker or affirm commitment to cessation within 90 days of accepting the offer.

• Valid U.S. work authorization; the employer does not provide visa sponsorship.

• Must undergo cognitive and personality assessments, credit and background checks, and reference checks as part of the hiring process.

🏝️ Benefits

• Annual bonuses, incentives, and equity may be available.

• 100% employer-covered health insurance for employees; employer contributions for dependents.

• Medical, dental, and vision coverage.

• Health Savings Account (HSA).

• Free telemedicine access through Teladoc.

• 401(k) plan with a 6% employer match and no vesting period.

• Employee stock options.

• Exclusive banking benefits for employees.

• 0% financing available for employee solar loans.

• Employee-only mortgage products with special interest rates and terms.

• 0% financing for eligible electric vehicles (EVs).

• Referral incentives.

• 2–4 weeks of vacation based on officer level, in addition to extra tenure-based time.

• 64 hours of paid sick leave for all full-time employees.

• Company-paid life insurance.

• Short- and long-term disability insurance.

• Optional life, accident, and critical illness coverage.

• Employee Assistance Program (EAP) offering free counseling, legal, and financial services.