Dart Bank · 1 month ago
Corporate Events & Investor Relations Specialist
Mason, MI, USA
Full-time
Onsite
Mid Level
3+ years expDart Bank is a community bank that has been serving the community since 1925. The Corporate Events & Investor Relations Specialist leads the planning and execution of internal company events while providing essential support to the investor relations function, ensuring smooth communication and compliance for shareholder transactions.
BankingCommunitiesFinancial Services
Responsibilities
Lead the end-to-end planning of key internal events—including the annual strategic planning meeting, shareholder events, staff celebrations, and executive sessions—and provide logistical support for board meetings, ensuring each aligns with organizational goals and standards
Collaborate with internal stakeholders (e.g., Executive Leadership, HR, Marketing) to define goals, budgets, and event requirements
Oversee and implement all logistical aspects of events, encompassing venue coordination, catering, audio/visual setup, transportation, content management, and accommodations
Collaborate with key stakeholders to schedule content and speakers
Liaise with vendors, negotiate contracts, and manage event budgets
Manage event timelines, run-of-show documents, and contingency plans
Partner with internal stakeholders to confirm guest registration, invitations, and RSVPs, ensuring high-touch experience
Coordinate post-event reporting, feedback collection, and analysis to measure success
Support virtual and hybrid event formats using appropriate technology platforms
Ensure all events comply with banking regulations, confidentiality standards, and internal brand guidelines
Key point of contact, establishes and maintains relationships with shareholders
Assist shareholders with paperwork for all transactions (sell, purchase, title changes, transfers, etc.) of shares for both current shareholders and new shareholders with the assistance of the Accounting Department
Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act
All other duties as assigned
Qualification
Required
3–5 years of experience in corporate event planning required
A proven eagerness to learn and internalize company culture and audience insights to inform all decision-making and project work
Proven ability to coordinate high-level events and interact with Senior Executives & internal teams as an Event Coordinator or a similar role
Excellent project management and multitasking skills
Proactively take ownership of tasks and projects, including knowing when to direct and delegate, as well as when to accept direction and feedback
Strong communication and interpersonal skills
Demonstrates exceptional attention to detail in planning, coordination, and execution of all event logistics
Able to adapt quickly and effectively to changing priorities, project requirements, and business needs
Proficiency with event management software (e.g., Cvent) and Microsoft Office Suite
Demonstrated ability to manage and track project budgets, ensuring fiscal responsibility and adherence to financial guidelines
Ability to travel and work flexible hours as needed
Adheres to all Federal and State laws and regulations, including the Bank Secrecy Act
Preferred
Bachelor's degree in Event Planning, Marketing, Communications or Hospitality preferred
2–5+ years in investor relations, finance, or banking preferred
Benefits
Medical Benefits
Dental
Vision
401(K) Employee Stock Ownership Plan
Paid vacation & sick time
Flexible scheduling
Employee Assistance Program
Dart Bank University
Company
Dart Bank
Dart Bank is a primary purpose to meet the financial needs of its banking communities. It is a sub-organization of Dartbank Wealth.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$0.99M2020-10-08Seed· $0.99M
Leadership Team
Bill Hufnagel
President/CEO
Peter Kubacki
Retired President and CEO. Member of the board of directors.
Recent News
2025-06-30
GlobeNewswire News Room
2023-09-09
Company data provided by crunchbase