Internal Shareholders Relations Manager (Finance)

Compensation Range
$105,000.00 - $120,000.00 Annual Salary

Job Description Summary:
Responsible for managing and enhancing relationships with internal shareholders, ensuring that internal shareholders are well-informed about the shareholder program, company performance, governance matters, and any issues that may impact their investment. Serve as a key liaison between the company's leadership and its internal shareholders, ensuring transparency, fostering engagement, and supporting shareholder initiatives.

Job Description:

POSITION RESPONSIBILITIES AND DUTIES

Internal Shareholder Communication & Education:

• Develops and implements communication strategies to keep internal shareholders informed about company performance, financial results, and related strategic initiatives.
• Supports with the preparation and distribution of reports, earnings updates, and other relevant communications to internal shareholders, and supports with internal shareholder meetings and other company presentations.
• Develops and delivers educational programs and materials to help internal shareholders understand key aspects of the program and their investment, including strategy and financial performance.
• Serves as a primary point of contact, providing resources and support to internal shareholders, on topics such as repurchase and related transactions, distributions, and tax implications.
• Responsible for the distribution, reception, tracking, and management of all necessary agreements, forms, vouchers, notes, and other shareholder program documentation.

Governance and Compliance:

• Ensure internal shareholders are aware of their rights and responsibilities under the company's governance framework.
• Assist in the preparation and distribution of proxy materials, voting instructions, and other governance-related documents.
• Monitor compliance with internal shareholder policies and procedures, ensuring alignment with regulatory requirements.

Data Systems and Reporting:

• With a strategic mindset, consider existing processes for continuous improvement and customer value delivery.
• Manage and maintain accurate records and generate reports of internal shareholder holdings, transactions, and communications.
• Analyze internal shareholder trends and feedback to identify areas for improvement in shareholder engagement and communication.

Collaboration and Coordination:

• Work closely with Talent First, Legal, Finance, Retirement Plan Committee, L&D, and Corporate Communications teams to ensure consistent messaging and alignment with overall company strategy.
• Manage and coordinate external vendors and service providers to manage internal shareholder services.

Complete other responsibilities as assigned.

MINIMUM SKILLS AND EXPERIENCE

• Bachelor's degree in business, finance, communications, legal/paralegal or a related field.
• Experience working with companies with an Employee Stock Owner Program (ESOP) is preferred.
• Related experience in investor relations, corporate communications, or a related field, with a focus on internal or shareholder relations desired.
• Understanding of corporate finance, governance, and regulatory requirements related to shareholder relations.
• Excellent communication and interpersonal skills, with the ability to build relationships and communicate effectively with a diverse range of internal stakeholders.
• Understanding in financial reporting and ability to interpret financial statements and reports.
• Strong organizational skills with the ability to manage multiple projects and deadlines.
• Proficiency in Microsoft Office Suite and shareholder management software.
• High level of professionalism and discretion, with the ability to handle confidential information.
• Strong problem-solving skills and the ability to navigate complex shareholder issues.
• Ability to work independently as well as collaboratively in a team environment.
• Detail-oriented with a focus on accuracy and quality in all communications and reporting.

SUMMARY OF BENEFITS

This role is eligible for the following benefits: medical, dental, vision, 401(k) with company matching, Employee Stock Ownership Program (ESOP), individual stock ownership, paid vacation, paid sick leave, paid holidays, bereavement leave, employee assistance program, pre-tax flexible spending accounts, basic term life insurance and AD&D, business travel accident insurance, short and long term disability, financial wellness coaching, educational assistance, Care.com membership, ClassPass fitness membership, and DashPass delivery membership. Voluntary benefits include additional term life insurance, long term care insurance, critical illness and accidental injury insurance, pet insurance, legal plan, identity theft protection, and other voluntary benefit options.