Investor Relations & Communications Lead

Yrefy LLC; Phoenix (AZ); On-site; USD 60,000 - 80,000; Full time

Job summary

Yrefy LLC in Phoenix, Arizona is seeking an Investor Relations Specialist to manage communication with investors, ensuring compliance with regulations. The role requires a bachelor's degree in finance or related fields along with licenses such as SIE, Series 63, and Series 7. Successful candidates will demonstrate strong customer service skills, financial acumen, and experience in investor relations.

This full-time position also entails providing insights into market trends and representing Yrefy at various events.

Qualifications

• Licenses: SIE, Series 63, Series 7, and Life Insurance License for Variable Annuities.
• 2–4 years in investor relations or financial services.
• Knowledge of SEC and FINRA compliance standards.

Responsibilities

• Distribute investor updates and performance reports.
• Communicate with potential and current investors.
• Ensure compliance with SEC and FINRA standards.

Skills

Customer service skills

Listening skills

Financial acumen

MS Excel proficiency

CRM tools proficiency

Education

Bachelor's degree in Finance, Economics, Accounting or related field

Tools

MS Excel

MS PowerPoint

CRM tools

Job description

Yrefy LLC in Phoenix, Arizona is seeking an Investor Relations Specialist to manage communication with investors, ensuring compliance with regulations. The role requires a bachelor's degree in finance or related fields along with licenses such as SIE, Series 63, and Series 7. Successful candidates will demonstrate strong customer service skills, financial acumen, and experience in investor relations.

This full-time position also entails providing insights into market trends and representing Yrefy at various events.