15 часов назад
Managing Director, Investor Relations
225 000 - 375 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Managing Director, Investor Relations (Financial Services): Leading investor relations strategy and shaping external communications on company performance, capital position, strategy, and market differentiation with an accent on financial analysis, executive communication, and institutional investor engagement. Focus on advising senior executives and the Board, preparing earnings and disclosure materials, analyzing valuation and investor sentiment, and building a high-performing Investor Relations team.
Location: Westlake, TX or New York, NY; temporary New York placement requires relocation to the Dallas/Fort Worth corporate headquarters within a reasonable timeframe.
Salary: USD $225,000–$375,000 per year
Company
is a publicly traded financial services company providing brokerage, banking, wealth management, and investment services.
What you will do
- Lead execution of the investor relations strategy and align external communications with enterprise priorities.
- Advise the Head of Investor Relations, CFO, CEO, Executive Council, and senior Finance leaders on investor sentiment, valuation, shareholder engagement, disclosure strategy, and market positioning.
- Shape messaging for earnings, business updates, capital management initiatives, strategic transactions, and other material communications.
- Represent Schwab with institutional investors, buy-side and sell-side analysts, rating agencies, and other external stakeholders.
- Lead market intelligence, ownership analysis, valuation benchmarking, peer tracking, and investor sentiment reporting for executive and Board-level discussions.
- Oversee earnings materials, investor presentations, disclosure support, management communications, and the development of a high-performing Investor Relations team.
Requirements
- 15+ years of progressive experience in investor relations, corporate finance, equity research, capital markets, financial communications, or related senior finance roles.
- Deep knowledge of investor relations, public-company communications, corporate finance, capital markets, financial services, securities disclosure, and institutional investor expectations.
- Exceptional executive communication, analytical, stakeholder management, and financial modeling capabilities.
- Experience preparing earnings materials, investor presentations, business updates, external messaging, management Q&A, disclosure support, and Board- or executive-level briefings.
- Experience building relationships with institutional investors, buy-side analysts, sell-side analysts, and other investment community stakeholders.
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field required.
Nice to have
- Senior-level financial services experience, particularly in brokerage, banking, wealth management, asset management, or another regulated financial institution.
- MBA, CFA, CPA, or another related advanced credential.
Culture & Benefits
- Hybrid work approach balancing flexibility with regular in-person collaboration.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- 28-day sabbatical after every five years of service for eligible positions.
- Tuition reimbursement and medical, dental, and vision insurance.
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