• Strategy & Investor Relations Manager

    Job Locations US-KS-Leawood
    Job ID
    Job Type
    Regular Full-Time
    Investor Relations
    FLSA Status
  • Overview

    The Corporate Strategy & Investor Relations Manager is responsible for enhancing the overall corporate image and focus on increasing shareholder value.  This job supports the strategic planning process and investor relations activities including the preparation of board materials, creation of materials for press and earnings releases, quarterly investor calls, key strategic initiatives, and creation of other information disseminated to Executive Management, the Board of Directors and to the public.


    • Prepare clear, insightful presentations for management and all key stakeholders to support the discussion and decision making process. Help prepare presentations for executives and the Board of Directors that are influential, data driven, and support the strategic direction of the company.
    • Research, screen, and analyze business opportunities and identify partnerships or potential acquisition targets that are a strategic fit to the organization; assess potential markets, categories and companies, from both a strategic and financial perspective.
    • Work with the Director of Strategy & Investor relations to undertake complex, quantitative analysis, in particular financial modeling, focusing on financial valuation of potential investment and acquisition opportunities.
    • Participates in the development and dissemination of the quarterly earnings release, investor presentations, speeches, frequently asked questions, and materials for investor conferences.
    • Support executive leaderships management of investors and building long-term rapport with investors and analysts
    • Preparation of materials on industry trends, shareholders concerns and competitor actions that might impact the Company.
    • Supports investor targeting for the organization and mangage investor relations third party vendor requests and budget
    • Management of analyst tracking and analysis of sell side financial models and performance
    • Manage and coordinate presentations for the annual shareholder meeting
    • Maintains and manages IR calandar, timelines, and events to keep the teams on track for superior delivery to investors
    • Maintain the corporate investor relations website, maintain the departments distribution lists, and support keeping strong corporate records
    • Mangage and support key initiatives or special projects for the executive leadership team to execute on the strategic plan and determining relative value for the organization.
    • Support media related activities and speaking requests of senior management team or those that are authorized to speak on behalf of the Company.
    • Develop and maintains written policies and procedures for archiving and managing investor relation materials.
    • Manage and prepare for audits, regulatory examinations and other regulatory information requests; promptly and thoroughly respond to any audit or exam findings and recommendations.
    • Supports corporate capital related activities including mergers & acqusitions, transaction structuring, capital planning, equity and debt issuances or buy-back and other strategic intiatives.
    • Other responsibilities as directed by the Director of Strategy and Investor Relations
    • Foster a success and results oriented environment that safeguards accountability.
    • Interact with internal and external clients while providing extraordinary service.
    • Develop and maintain trusted, positive relationships with employees, clients and vendors.
    • Represent the Bank and CrossFirst Bankshares team in a highly professional manner.
    • Complete job assignments in a professional, timely and efficient manner; organize and prioritize work.
    • Maintain confidentiality; adhere to CrossFirst Bank policies and procedures; comply with laws, regulations and industry best practices.
    • Reliable and predictable attendance.
    • Must collaborate and work with well-established teams to drive value for the organization.


    • At least 5 years of relevant and functional experience, including business/corporate development, investor relations, investment banking, private equity or consulting.
    • Personable and strong public speaking skills for presenting to investors and the Board.
    • Exceptional knowledge of Microsoft Excel, Powerpoint, Word.
    • Strong understanding of banking and financial statements. Solid understanding of finance, accounting, information systems and related disciplines.
    • Strong working knowledge of database reporting software/processes strongly preferred. 
    • SEC and public company reporting experience preferred.
    • Exceptionally strong communication skills
    • Bachelor’s degree, with exposure to Business, Accounting or Finance courses is preferred, or equivalent work experience. MBA degree preferred.
    • Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) preferred.

    CrossFirst Bank is proud to be an Equal Opportunity Employer.


    CrossFirst Bank does not accept unsolicited resumes from search firms or agencies. Any resume submitted to any employee of CrossFirst Bank without an authorized search agreement will be considered unsoliciated and the property of CrossFirst Bank. We respectfully request no phone calls or emails.


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