Investor Relations Manager

Job Description

Job Description

We are changing FINANCE to finance CHANGE!

At  Climate First Bank , we're redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We're proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking.

With branches in  St. Petersburg, Winter Park, Mount Dora , and a growing  digital presence , we're proving that banking can be a force for good. We don't just support environmental and social causes—we're built on them.

Under our Holding Company,  Climate First Bancorp , we are also powered by OneEthos.  OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending.

Join the Movement

We're seeking  driven, mission-aligned individuals ready to make an impact. If you're passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home.

Our team is one of  goal-setters, go-getters, problem solvers, thought leaders, and changemakers . We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality.

Thrive at Climate First Bank

At Climate First Bank, we're investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Please note that benefit eligibility varies by employment status and that benefits for part-time employees may differ from those listed below.

Compensation  —  In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors.

Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us

• Medical, Dental & Vision Insurance 
• Health Savings Account (HSA) 
• Free Telemedicine access via Teladoc

Financial Wellness & Wealth Building

• 401(k) with 6% Employer Match — No Vesting Period.
• Employee Stock Options 
• Exclusive Employee Banking Perks 
• 0% Financing for Employee Solar Loans 
• Employee Only Mortgage Product  with exclusive interest rates and terms.
• 0% Financing for Eligible Electric Vehicles (EVs) 
• Referral Incentives 

Generous Paid Time Off

• 2–4 Weeks of Vacation based on officer level plus additional tenure-based time.
• 64 Hours of Paid Sick Time  for all full-time employees.

Protection & Peace of Mind

• Company-Paid Life Insurance 
• Short- & Long-Term Disability Insurance
• Voluntary Life, Accident & Critical Illness Coverage  
• Employee Assistance Program (EAP)  with free counseling, legal, and financial services.

Now Hiring: Investor Relations Manager

We're seeking an Investor Relations Manager who'll help build and lead a new function for a growing, values-driven bank. You will translate our financial performance, growth strategy, mission, and market opportunity into clear investor-facing communications that strengthen confidence with current and prospective shareholders, analysts, regulators, and other stakeholders. This is an opportunity for you to create structure, discipline, and consistency around investor engagement while partnering closely with executive leadership during an important stage of growth.

What You'll Contribute:

Build a Scalable Investor Relations Function

• Develop and execute an investor relations strategy that aligns with the Company's growth roadmap, capital priorities, mission, and governance expectations.
• Create repeatable processes, calendars, messaging frameworks, and reporting routines that bring structure to a newly added function.
• Serve as a trusted liaison between executive leadership and the investment community, helping stakeholders understand the Company's performance, purpose, and long-term value proposition.

Tell Our Growth Story with Credibility and Clarity

• Prepare investor presentations, shareholder communications, market updates, board-ready materials, and other executive communications that clearly articulate financial performance, strategic progress, and future opportunity.
• Partner with Finance, Accounting, Marketing, Legal, Compliance, and executive leaders to ensure investor-facing messaging is accurate, consistent, timely, and aligned with regulatory expectations.
• Translate complex financial, strategic, and banking concepts into concise, compelling narratives for sophisticated audiences.

Strengthen Stakeholder Confidence

• Manage relationships with current and prospective investors, analysts, transfer agents, advisors, and other shareholders with professionalism and discretion.
• Coordinate investor meetings, roadshows, conferences, shareholder events, and related follow-up to support capital strategy and relationship development.
• Monitor market trends, peer bank activity, investor sentiment, analyst commentary, and competitive positioning to provide actionable insights to senior leadership.
• Manage and maintain the investor relations website, platform, materials library, and disclosure-related content in partnership with internal and external stakeholders.

Champion Our Mission, Protect What Matters

• Adopt a commitment to environmental, social, economic, and racial justice.
• Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training.
• Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations.
• Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity.

What Makes a Stand-Out Candidate:

Experience & Education

• Bachelor's degree in Finance, Accounting, Economics, Communications, or a related field.
• Minimum 5+ years of experience in investor relations, corporate finance, banking, equity research, capital markets, financial communications, or a related field.
• Ability to understand bank financial statements, capital planning, shareholder communications, and regulatory considerations.
• Experience preparing investor presentations, executive communications, market updates, or board-level materials with a high degree of accuracy and polish.

Entrepreneurial Self-Starter - You are energized by the opportunity to build a function from the ground up. You bring structure, judgment, and follow-through to ambiguous situations, and you take pride in creating repeatable processes that scale with a fast-growing organization. You are comfortable moving between strategy and execution, and you understand that credibility is earned through preparation, accuracy, and consistency. A high-pace and high-performance environment excites you and you thrive on defined expectations.

Financial Acumen and Market Awareness- You understand how performance, capital, growth, risk, and reputation intersect in a regulated banking environment. You can interpret financial reports, market trends, valuation metrics, shareholder expectations, and peer activity, then convert those insights into practical recommendations for leadership.

Master Communicator- You communicate with confidence, precision, and professionalism. You listen carefully, prepare thoroughly, and translate complex financial and strategic information into clear messages that resonate with investors, executives, and cross-functional partners.

High Judgment, Confidentiality, and Compliance Discipline - You handle sensitive information with discretion and understand the importance of accuracy, timing, and consistency in investor communications. You are willing to quickly learn and apply applicable Bank policies, disclosure expectations, regulatory requirements, and governance practices.

Tech-Forward and Analytical Thinking - You learn new tools quickly and use technology, data, and market intelligence platforms to improve the quality, speed, and consistency of your work. Familiarity with investor relations platforms, market data tools, transfer agent systems, or financial reporting technology is helpful.

Commitment to Being a Team Player - You build trust across functions, share information thoughtfully, and understand that investor relations is a collaborative discipline. You bring positive energy, accountability, and professionalism to a team that is scaling quickly and working together to make finance a force for good.

The Work Environment:

• Remote role within the United States; Eastern Standard Hours.
• Occasional U.S. travel for company events, investor meetings, conferences, or leadership sessions.
• Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance.
• Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs.

The Hiring Process:

Applications must be submitted through the official application link. Resumes sent via other channels may be delayed or bypassed. Processing times may vary. Candidates selected to move forward will be contacted by the hiring team.

Our process follows the Topgrading Methodology — we hire A-Players through a structured, transparent process that includes:

• Cognitive and personality assessments
• An application form spanning your full education and work history
• 3 conversation stages with key team members- get to know us!
• Credit and background checks conducted before the final interview
• Final Step: Connect us with former mentors and managers of our choice for reference chats.

We do not offer visa sponsorship and will not pursue candidates without valid work authorization.

Pay Transparency:

The base pay for this role starts at $151,547 and is commensurate based on experience required in the role.

Equal Opportunity Statement:At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.Equal Opportunity Employer/Disability/VeteransE -Verify Statement: This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9