Top Investor Relations Executive plans and directs all aspects of an organization's investor relations policies, objectives, and initiatives. Fosters and improves relations between an organization and its shareholders as well as the general financial community in order to maximize the value of the organization's stock. Being a Top Investor Relations Executive ensures the availability of financial reports to investors and manages the proxy solicitation process. Requires a bachelor's degree. Additionally, Top Investor Relations Executive typically reports to top management. The Top Investor Relations Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. To be a Top Investor Relations Executive typically requires 8+ years of managerial experience. Comprehensive knowledge of the overall departmental function. (Copyright 2024 Salary.com)
Envestnet is seeking a passionate and talented Head of Investor Relations to join our Finance team. This position is expected to report to our Berwyn, PA office.
Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone.
Since our founding 20 years ago, we are fully vested in helping people live an intelligent financial life. If you love the idea of working in a Fintech company with the environment and excitement of a start-up where you are making everyday impact - then read on.
Job Summary:
Head of Investor Relations for Envestnet (NYSE: ENV) is responsible for spearheading the development, implementation, and supervision of the company's Investor Relations function. This role encompasses the creation and execution of the Investor Relations strategy, operational plans, and budget. We are in search of an individual who embraces a hands-on approach and actively contributes to the execution of our Investor Relations initiatives.
In this capacity, the chosen candidate will function as a vital link and conduit of communication between Envestnet and investors, analysts, and other key stakeholders and influencers in the investment community. The primary operational goal of the Investor Relations program is to inform and keep stakeholders, including investors, security analysts, senior management, and the Board of Directors, well-versed about Envestnet. Collaborating closely with the CFO, this position will supervise all facets of the Investor Relations function, engaging frequently with the Company’s Executive Officers and various levels of management.
The ideal candidate will serve as a spokesperson for Envestnet, equipped with an extensive knowledge base of regulatory matters pertaining to communications with stakeholders. Envestnet is a NYSE-listed financial technology firm which develops and distributes wealth management technology and products to financial advisors and institutions.
Job Responsibilities:
Required Qualifications:
About Us:
Envestnet is a leading independent provider of technology‐enabled investment and practice management solutions to financial advisors who are independent, as well as those who are associated with small or mid‐sized financial advisory firms and larger financial institutions. Envestnet's technology is focused on addressing financial advisors' front, middle, and back‐office needs while leveraging our platform to grow their businesses and expand client relationships.
We offer a highly competitive compensation and benefits package as well as the excitement, challenges, and rewards of a fast-growing, entrepreneurial company.
Why Choose Envestnet:
Envestnet is an Equal Opportunity Employer.
Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV).
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