Vice President, Investor Relations

Description

The Vice President, Investor Relations leads the full life cycle of outreach, engagement, acquisition, customized relationship management, and retention strategies with investors, sponsors, and related funders supporting the primary revenue base for the Pittsburgh Regional Alliance (“the Alliance”). The position partners with the CEO, COO, Senior Leadership Team, and other internal stakeholders to develop engagement strategies, refined and consistent external partner messaging, business development opportunities, and sponsorship opportunities for the existing and prospective investment community.

The Vice President tracks and reports to Senior Leadership on development opportunities and business risks, and recommends strategies to engage, address, and/or mitigate those risks. The position is responsible for meeting annual revenue targets that fund the majority of the Alliance’s annual operating budget ($8M+) across nearly 250 investor organizations. The Vice President, Investor Relations supervises at least two direct reports in the execution of fundraising, investor engagement, and relationship management deliverables.

Requirements

Retention & Investor Engagement

•Leads the organization’s investor engagement strategy, including development of the value proposition, tiering, benefits, stewardship, and engagement opportunities.

•Advises the CEO and COO on investor priorities, emerging issues, membership trends, and relationship management strategies.

•Develops and executes engagement plans for major investors, sponsors, board members, and strategic partners.

•Serves as the primary relationship manager for Regional Investors on matters related to the Alliance’s agenda, activities, programmatic work, and other relevant information.

•Acts as a strategic resource on membership data, membership inquiries, revenue opportunities, and related activities.

•Provides regular assessment of membership growth, retention, funding opportunities, and risks.

Investor & Revenue Growth

•Leads the strategy for recruiting new members to the Regional Investors Council.

•Coordinates team efforts related to investor growth, sponsorship development, and strategic revenue initiatives.

•Oversees prospect pipeline management and provides regular assessment of new investor acquisition opportunities.

•Leads sponsorship strategy and revenue generation associated with organizational events, convenings, policy engagements, and special initiatives.

•Partners with internal stakeholders to develop and secure sponsors and strategic partnerships for programs, events, and initiatives.

Leadership & Operations

•Oversees investor relations operations, including CRM strategy, revenue forecasting, reporting, prospect management, and data-driven decision-making.

•Supervises Investor Relations staff and provides leadership, coaching, and professional development to support individual and team performance and organizational objectives.

•Partners with the accounting team in the maintenance of sponsorship records and fulfillment of sponsorship benefits.

•Assesses and executes fundraising and investor engagement strategies in support of short- and long-term organizational goals.

•Brings together key internal and external stakeholders to support decision-making, problem-solving, and collaborative initiatives.

Organizational Leadership & Strategic Partnerships

•Serves as a strategic advisor to executive leadership by identifying stakeholder priorities, emerging trends, opportunities, risks, and feedback that inform organizational priorities and regional initiatives.

•Collaborates across all Alliance business units to align investor engagement with organizational priorities, programs, advocacy efforts, and economic development initiatives.

•Maintains a strong understanding of current and emerging issues related to the Alliance’s programs, initiatives, and regional priorities.

•Partners with executive leadership to support board and committee engagement, including meeting planning, governance support, and relationship management.

•Partners with internal stakeholders to develop agendas, content, and programming for investor-facing events and engagement opportunities.

•Serves as the CEO/COO’s representative at internal and external meetings, as assigned, and briefs leadership on meeting content, outcomes, and action items.

•Supports the CEO and COO in maintaining strong relationships with investors, partners, and regional stakeholders through research, briefing materials, and strategic support.

•Collaborates on the creation of executive-level communications, including speeches, reports, presentations, and related materials.

•Performs other duties as assigned.

EDUCATION & EXPERIENCE

•10 or more years of professional experience, with 3 or more years of demonstrated executive-level experience in strategy, membership, development, investor relations, or a related field.

•Proficiency in financial concepts and analysis, Microsoft Office Suite, and CRM systems, including Salesforce.

•Advanced degree in business or nonprofit administration, humanities, law, political science, or another related field of study preferred.

•Familiarity with public policy and economic and community development issues in Southwestern Pennsylvania preferred.

KNOWLEDGE, SKILLS, & ABILITIES

•Ability to cultivate and maintain strong relationships with corporate members, investors, donors, and community stakeholders and to respond effectively to their needs.

•Ability to work in a complex environment requiring significant collaboration and a willingness to take a proactive role in team efforts while encouraging open communication across internal and external partnerships.

•Ability to partner effectively with colleagues across the organization and externally to exchange information, collaborate on projects, share resources, and advance organizational priorities.

•Self-directed, with the ability to prioritize and manage multiple projects simultaneously and meet deadlines.

•Ability to exercise sound judgment and complete discretion when working with confidential and sensitive information.

•Ability to implement proven sales, business development, and relationship management processes and accountabilities to drive results in increasing investors, donors, sponsorships, and revenue.

•Strong interpersonal and relationship-building skills.

•Strong writing, presentation, and verbal communication skills.

•Strong planning and project management skills.

•Strong attention to detail.

•Strong executive presence and ability to interact effectively with senior executives, board members, investors, and community leaders.

•Ability to work outside of traditional business hours as needed.

•Ability to travel frequently within the region, up to 35%.