Investor Relations Manager

About ConsumerDirect

At ConsumerDirect, we’re transforming the way consumers control their credit, money and privacy through innovative software solutions. As one of Orange County’s Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we’re looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Job Summary:

The Investor Relations Manager is responsible for developing and managing the company's relationships with investors, analysts, and other key stakeholders. This role ensures transparent, consistent, and strategic communication of the company’s financial performance, business strategy, and market positioning.

Key Responsibilities:

• Develop and execute a proactive investor relations strategy in alignment with the company’s goals.
• Prepare and manage quarterly earnings releases, investor presentations, and annual reports.
• Coordinate and support earnings calls, press releases, investor conferences, roadshows, and one-on-one investor meetings.
• Serve as a key point of contact for current and potential investors, analysts, and financial media.
• Monitor analyst reports, shareholder activity, stock performance, and peer company metrics.
• Gather and analyze investor feedback to provide insights to executive leadership.
• Ensure compliance with SEC regulations and other financial disclosure requirements (in partnership with legal and finance teams).
• Collaborate across departments to maintain a consistent message to the market.

Qualifications:

• Bachelor's degree in Finance, Accounting, Business, or related field (Required) (MBA or CFA a plus).
• 5 years of experience in investor relations, corporate finance, or capital markets. (Required)
• Familiarity with SEC filings (10-K, 10-Q, 8-K) and GAAP financials. (highly preferred)
• Strong understanding of financial statements, capital markets, and regulatory reporting.
• Excellent communication, writing, and presentation skills.
• Ability to build relationships and work effectively with senior leadership and external stakeholders.
• High attention to detail and ability to manage multiple projects under tight deadlines.

Why Join Us?

At ConsumerDirect, we value and invest in our team members. Here’s what we offer:

• Open Time Off (AKA Unlimited PTO) with our open time off policy, allowing you the flexibility to recharge when you need it.
• 10 Paid Holidays throughout the year.
• Equity in the company, making you an owner and part of our shared success.
• 401(k) retirement plan to help you save for the future.
• Comprehensive medical, dental, and vision plans with PPO and HMO options, covering employees and their dependents.
• $20,000 company-sponsored life insurance and employer-sponsored long-term disability coverage.
• A $1,500 annual stipend for learning and development to support your professional growth.
• Free daily energy drinks, coffee, and snacks.
• Health and wellness benefits, including an LA Fitness membership.

“Consumer Direct embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of, backgrounds, perspectives, skills and experiences."