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Blue Trust · 1 day ago

Investor Relations Analyst

Alpharetta, GA

Full-time

Onsite

New Grad, Entry Level

Blue Trust is a company focused on providing financial services, and they are seeking an Investor Relations Analyst to support business development efforts in their Family Office division. The role involves managing the sales pipeline, coordinating marketing activities, and preparing materials for client meetings while adhering to the company's core values and compliance standards.

AdviceFinanceFinancial ServicesWealth Management

Culture & Values

Responsibilities

Support Advisors in preparing for prospect and client meetings, by developing briefing pages, PowerPoint presentations, and marketing collateral

Prepare customized presentations and branded materials for meetings

Manage the Salesforce CRM pipeline process to ensure accurate tracking of prospects and opportunities. Oversees reporting to Senior Management and Advisors for KPI metrics and business plan objectives progress

Direct planning and execution of client and prospect events by establishing event objectives, advising on format and content, and engagement approach. Attend events as needed and inform recommendations for future events

Oversee the collection and maintenance of client and prospect data within the CRM system, establishing division standards, implementing best practices, and ensuring integrity and reliability of information used for sales pipeline and business development decision-making

Partner with Advisors and internal teams to streamline processes and enhance client experience

Increase knowledge of financial planning, investment management, and biblical financial principles through training and continuing education

Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values. Seeks to continually increase knowledge of biblical financial principles and scripture memory verses to integrate biblical wisdom into client conversations and services and in a manner consistent with Blue Trust’s approach to client counsel

Maintains the highest Compliance standards by adhering to the company's Human Resources guidelines, Compliance policies and procedures, professional designation standards, and industry's regulatory standards to mitigate risk to the company

Qualification

Salesforce CRMMicrosoft OfficeEvent PlanningFinancial PlanningAnalytical SkillsCommunication SkillsOrganizational SkillsProblem-Solving SkillsTeam CollaborationAttention to Detail

Required

Desire to serve clients and co-workers with excellence

Demonstrates in-depth knowledge of those portions of both the old and new testaments of the Bible with scriptural references to money and finances, and ability to apply and integrate this knowledge into all phases of client counsel

Ability to exercise independent judgment as well as take direction from others

Extreme self-starter, eager to work with autonomy in a fast-paced environment

Aptitude and passion for learning new things quickly with a strong work ethic

Proven technical, analytical, and problem-solving skills

Proactive planning and responsiveness to urgent needs

Capability to excel in a team environment

Strong communication skills, both verbal and written

Strong organization skills and systems acumen

Strong business mathematical skills and keen attention to detail

Personal integrity and ability to discreetly handle confidential data

Adept at prioritization with ability to complete multiple time-sensitive tasks

Excellent computer skills with strong proficiency in Microsoft Office (PowerPoint, Excel, and Word) and CRM platforms such as Salesforce

Strong understanding of general personal financial concepts and applications along with a desire to develop a stronger understanding of investment management and planning concepts, applications, reporting requirements, etc

Bachelor's degree is required, preferably in finance, marketing, business, or related field