Investor Relations Analyst

About the role

Blue Trust’s Family Office is seeking an Investor Relations Analyst to support Advisors with business development, marketing, and investor relations efforts. You’ll help run the sales pipeline, coordinate events, and prepare the materials that power high-level client and prospect conversations—all within a faith-based, biblically grounded wealth management environment.

You’ll work closely with Advisors, Operations, and other internal teams to keep the pipeline clean, events effective, and communications excellent.

What you’ll do

Marketing & Meeting Support

• Support Advisors in preparing for prospect and client meetings by developing briefing pages, customized PowerPoint presentations, and branded marketing collateral.

• Prepare high-quality, tailored materials that clearly communicate value and support the Family Office’s business development goals. 

Pipeline Management & CRM Oversight

• Manage the Salesforce CRM pipeline, ensuring accurate tracking of prospects, opportunities, and key business development activities.

• Oversee reporting to Senior Management and Advisors on KPIs and progress toward business plan objectives.

• Establish and maintain data standards and best practices within the CRM to ensure integrity and reliability of information used for decision-making. 

Event Planning & Execution

• Lead the planning and execution of client and prospect events, including defining event objectives, advising on format and content, and shaping engagement strategies.

• Coordinate event logistics, attend events as needed, and provide post-event feedback and recommendations to improve future events. 

Collaboration & Process Improvement

• Partner with Advisors and internal teams to streamline processes and enhance the client and prospect experience.

• Identify opportunities to improve workflows around marketing, pipeline tracking, and event execution.

Professional Development & Conduct

• Proactively increase knowledge of financial planning, investment management, and biblical financial principles through training and continuing education.

• Approach all work, interactions, and relationships in a way that reflects the company’s Core Values and integrates biblical wisdom into client-facing materials and engagement, consistent with Blue Trust’s approach to counsel. 

• Maintain the highest compliance standards by following HR guidelines, compliance policies and procedures, professional designation requirements, and industry regulations.

What we’re looking for

Spiritual & Philosophical Fit

• Desire to serve clients and co-workers with excellence in a faith-centered environment.

• Demonstrates in-depth knowledge of both the Old and New Testaments, especially scriptures related to money and finances, and the ability to integrate this understanding into client engagement and internal work. 

Skills & Competencies

• Strong organization skills, systems acumen, and attention to detail.

• Proven technical, analytical, and problem-solving skills.

• Strong business mathematical skills and comfort working with metrics and reporting.

• Excellent written and verbal communication skills.

• Ability to exercise independent judgment while also taking direction when needed.

• Extreme self-starter with a strong work ethic; eager to work with autonomy in a fast-paced environment.

• Proactive in planning and responsive to urgent needs.

• Able to excel in a team environment and collaborate effectively across functions.

• High personal integrity and ability to discreetly handle confidential data.

• Skilled at prioritization and capable of managing multiple time-sensitive tasks at once.

• Excellent computer skills:

  • Strong proficiency in Microsoft Office (PowerPoint, Excel, Word)

  • Experience with CRM platforms such as Salesforce. 

• Solid understanding of personal financial concepts and a desire to deepen knowledge of investment management, planning concepts, and reporting requirements.

Education & Experience

• Bachelor’s degree required, preferably in finance, marketing, business, or a related field.

• Prior experience in a sales, marketing, or event planning support role, ideally within a financial services firm. 

Certifications & Licenses

• Additional education and professional credentials (e.g., MBA, ChFC, CPA, JD, CFA) are a plus, but not required.