Investor Relations Manager

Job Description: Investor Relations Manager

The Investor Relations Manager is responsible for helping to maintain the sustainability of the organization, including the retention of current FGNW investors and increasing their engagement and investment in the organization, as well as helping to build awareness of the organization and gain new investment from investors or grants. FGNW is a small but mighty organization. Each staff member is critical to the organization’s success and plays an important role in positively impacting the economic future of Northwest Florida.


POSITION: Investor Relations Manager
REPORTS TO: President & CEO
STATUS: Exempt
LOCATION: Niceville, FL

 

ABOUT FLORIDA’S GREAT NORTHWEST

Florida’s Great Northwest (FGNW) is the regional economic development organization for the Florida Panhandle. The organization is an investor‐supported 501(c)(6) nonprofit corporation created to advocate, collaborate and promote Northwest Florida for economic growth and diversification. To accomplish its mission, FGNW partners with the economic development organizations of the 12 counties in the region (Escambia, Santa Rosa, Okaloosa, Walton, Holmes, Washington, Bay, Jackson, Calhoun, Gulf, Liberty and Franklin), the regional utilities, the state economic development organization, local workforce boards, educational institutions, private sector businesses, and many more across Northwest Florida.

 

POSITION OBJECTIVES AND PURPOSE:

The Investor Relations Manager is responsible for helping to maintain the sustainability of the organization, including the retention of current FGNW investors and increasing their engagement and investment in the organization, as well as helping to build awareness of the organization and gain new investment from investors or grants. FGNW is a small but mighty organization. Each staff member is critical to the organization’s success and plays an important role in positively impacting the economic future of Northwest Florida.

 

ESSENTIAL FUNCTIONS:

Essential functions are fundamental job duties.  They do not include marginal tasks, which are also performed but are incidental to the primary functions.  The omission of specific statement of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position.

  • Create an investor development program to maintain support of current investors, increase engagement and to recruit new investors
  • Develop a prospect list for new investors and outreach plan. Measure program effectiveness and budget
  • Build relationships and make the ask for investment in FGNW
  • Develop and implement events (industry breakfasts/luncheons, regional updates) to build awareness of the organization and efficiently recruit new investors
  • Provide strategic support for FGNW board meetings. Tasks include developing meeting agenda, key content, materials and presentation
  • Leverage events put on by other organizations to capitalize on investment opportunities and engage attendees to discuss potential investment now or in the future
  • Identify and obtain sponsorship opportunities to support board functions
  • Communicate clearly and professionally with past, current and potentially new investors. Build positive relationships.
  • Track investor/prospect contact information using customer relations software and Outlook
  • Produce customized investor reports to demonstrate value FGNW has provided investors. Draft communications to send to investors. Develop year in review report at year end.
  • Work closely with Accountant on invoices and payments
  • Create collateral materials, presentations and proposals to support retention, recruitment and relationship management efforts of investors
  • Provide a professional company image through phone and in-person interaction
  • Prioritize and manage multiple projects simultaneously and follow through on issues in a timely manner.
  • All other duties as assigned

 

The preceding statements are intended to describe the general nature and level of work being performed by people assigned this classification.  They are not to be construed as an exhaustive list of all job duties performed by personnel so classified.

 

MINIMUM QUALIFICATIONS REQUIRED:

  • Bachelor’s degree in business or related field
  • 3+ years of experience in board member relations
  • Past success in sales and fundraising
  • Excellent verbal, written and presentation communication skills
  • Highly organized, detail-oriented with an ability to meet deadlines and prioritize assignments from multiple sources
  • Strong planning, budget, time management and project management experience
  • Good research, writing and editing skills with strong attention to detail
  • Creative thinker and problem solver
  • Advanced skills with Word, Excel and PowerPoint, and database management

 

PREFERRED QUALIFICATIONS:

  • Understanding of fundraising/investor relations strategy
  • Prior involvement with economic development, government or not-for-profit organization
  • Experience with Salesforce, iContact, SurveyMonkey, Doodle

 

EXPERIENCE AND SKILLS REQUIRED

  • Must have a positive attitude and work well with a team in a fast-paced environment where priorities can change at any time, sometimes under pressure, remaining flexible, proactive, resourceful and efficient, with a high level of professionalism and confidentiality.
  • Must have proven customer service skills and be comfortable in dealing with a wide range of business professionals.
  • Must exhibit strong attention to details and deadlines; must have good time management, be able to multi-task and be skilled at establishing courses of action for self and others to ensure work is completed efficiently.
  • Possess a basic understanding of economic development fundamentals or willingness to learn
  • Demonstrate strong communications and public relations skills coupled with the ability to influence others in a positive manner.
  • Have ability to work with others, present ideas and opinions effectively, verbally and in writing.
  • Must be proficient in office software including but not limited to Microsoft Word, Excel, Outlook, PowerPoint, and Adobe Acrobat.
  • Possess the ability to adapt to new technologies when introduced in the organization.
  • Must maintain a valid driver’s license and possess a reliable means of transportation.
  • Must be able to lift up to 30lbs.

 

Salary and title will be commensurate with qualifications and experience.

 

 

CONTACT US

Florida’s Great Northwest is here to provide you the practical, on-the-ground resources and support you need for your business location/expansion project. From incentives to site selection to workforce development, we’ve got the expertise and connections to help your business be even more competitive with a Northwest Florida location.

Kim Wilmes - President & CEO
KIM WILMES

President & CEO

850-729-6847
kwilmes@fgnw.org