Under the supervision of the department manager, the Investor Relations Specialist will support the goals of Hartman’s Investment Solutions Division in a manner that enhances the corporate brand among advisors, shareholders and industry experts.
Your responsibilities:
Investor Relations & Marketing Functions:
Build relationships with shareholders by effectively managing influx of daily incoming and outgoing calls to shareholders and their representatives (includes securing adequate backup as needed)
Develop, manage and execute a comprehensive shareholder communications program—with a focus on obtaining an 60% eDelivery rate—to include the following touchpoints:
Welcome kits for HR2 investments
Quarterly newsletters for open and closed programs
Develop and maintain an online presence to enable self-service: links to transfer agents; key contacts; access to downloadable forms; access to latest shareholder communications; opt-in for eDelivery; links to assets in portfolio, etc.
Develop communications to support complex product transactions or unforeseen events such as mergers, IPOs, stock splits, changes in investment strategy; asset foreclosures, natural disaster-related damage to assets
Develop and manage quarterly ‘earnings’ announcement process and subsequent shareholder webinars for public programs
Facilitate marketing materials reviews – coordinate legal and compliance review of marketing materials: ensure approval form is completed; include all appropriate backup; make required edits (diligently check changes); and effectively follow-through on obtaining required approvals from legal department, third-party managing broker dealer and obtaining FINRA letter(s)
Conference planning and logistics – work closely with the head of national accounts to implement logistics (including purchasing giveaways) for all conferences; reserve hotel rooms for attendees; register attendees; reserve dinearound / special event venue; send invitations for dinearounds; verify exhibit space; ship exhibit(s) and giveaways; edit ad template; send pre- and post-event communications.
Due Diligence meetings - work closely with the head of national accounts to implement logistics for all meetings; secure meeting venue and make accommodations for social event; contact home offices to obtain approval to invite advisors; arrange flights, transportation and reserve hotel rooms for attendees; coordinate with Hartman personnel as needed for building usage and property tours
Execute communications tactics – execute a variety of campaigns and communications: annually (win-back, top producers, Christmas); quarterly (new producer; updated filings); monthly (birthdays, anniversaries, value-add or product promotions); weekly (“Thanks for the business”, rep movement); and ad hoc (acquisitions/dispositions and congrats on 3rd party accolades)
Administrative & Operations Functions:
Process monthly distributions and quarterly redemptions for all Hartman investment products; serve as liaison with transfer agent to execute shareholder requests; ensure timely completion and execute appropriate follow-up.
Analyze and submit invoices for transfer agents as required; develop and maintain relevant SOPs; facilitate monthly meetings with transfer agents to discuss issues and concerns (maintain issues tracking and management document); manage approvals of DST FanMail requests
Daily Admittance Reporting – analyze escrow account and transfer agent data to prepare a daily report of pending sales, existing sales and total sales on a monthly and year-to-date basis
Weekly Commission Reports – calculate commissions for financial advisors and Hartman wholesalers; calculate broker-dealer marketing allowances, where applicable
Third-Party Reporting – provide updated sales figures; Blue Sky status, etc. to third-party vendors
Complete expense reports for department AMEX card; process vendor/conference invoices and requests for BD Rep Support as needed
Coordinate with office services on ordering office supplies and manage inventory of giveaways for conferences and client events
Update and distribute team meeting agendas/handouts; set up Zoom; assemble and ship sales kits; coordinate logistics for regional client events as needed
Maintain a variety of lists and other documents: Advisors (GoldMine Codes “A”, “B” and “I”); marketing catalogs and home office contacts; update marketing materials on AI Insight; perform and distribute quarterly ROI analysis
Who we are:
We are a powerful, 35-year-old brand that relies on biblical principles to achieve good success. We strive for excellence in all that we achieve in the marketplace and in the community-at-large. As an organization, we serve our local community missions through volunteer work, and financial contributions to several non-profit organizations that are working to implement Christian values into the marketplace and in legislation. Not to brag, but we are the top performing REIT and plan to retain our status by buying commercial real estate that is under performing, creating value by improving the properties and increasing occupancy. In doing so, we will grow the company to $2 billion in assets by 2025 and $5 billion by 2030.
We can offer you:
A competitive total compensation package including a base salary, performance bonus and a robust package of health, retirement paid vacation benefits, shared savings and more.
Unlimited growth potential; we love to promote from within!
Professional Development, we believe the highest calling of leadership is the growth and development of people.
Hartman Management, is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of race, color, creed, religion, ancestry, age, sex, marital status, national origin, disability or handicap, or veteran status.
Your experience and skills:
0-2 years of experience in a customer service role; H.S. diploma required (degree preferred); FINRA Series 99
Must have strong critical thinking skills, interpersonal communication skills, conflict resolution skills, be highly proactive and possess exceptional attention to detail
Microsoft Office; Goldmine CRM; YARDI; Constant Contact; buffer social; SurveyMonkey; ability and desire to learn other software as needed
Intermediate composition skills; ability and desire to learn and apply AP Style guidelines; strong grammar skills and ability to develop and edit a variety of content
