Investments Department Support Manager jobs in United States
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FirstBank · 1 month ago

Investments Department Support Manager

FirstBank is seeking an Investments Department Support Manager who will act as a primary contact for the Investments team and corporate partners. This role involves managing projects, fostering relationships, and creating financial reports to support the investment division's growth.

BankingFinanceFinancial Services

Responsibilities

Fostering company partner relationships and be a primary contact within the investment division and other company partners
Create and distribute monthly and quarterly financial reports including but not limited to AUM, production revenue and investment referral tracking
Maintain and development P&L data and reports by working with the Finance and Accounting departments
Support the hiring process by managing the new hire and onboarding process for new Investment team members but working with the HR team and coordinating documents with both the new hire and management
Organizing team meetings as well as larger department events
Responsibilities include developing current procedures and establishing new practices to support the ongoing growth of the investment division

Qualification

Sales support experienceReport coordinationOrganizational skillsEthical behaviorVerbal communicationWritten communicationConfidentiality

Required

High school degree GED required
3+ years of experience supporting a sales team or organization with focus on coordinating reports and overall documentation
Strong organizational skills and attention to detail
Excellent verbal and written communication skills
Ability to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information
Respectful demeanor toward other associates and managers that promotes a positive and professional work environment

Preferred

College degree preferred but not required

Company

FirstBank

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FirstBank, a wholly owned subsidiary of FB Financial Corporation (NYSE: FBK), has approximately $16.2 billion in total assets.

Funding

Current Stage
Public Company
Total Funding
$157.62M
2025-01-22Acquired
2017-06-09Post Ipo Equity· $157.62M
2016-09-16IPO

Leadership Team

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Christopher Holmes
President and Chief Executive Officer
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Michael Mettee
Chief Operating Officer
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Company data provided by crunchbase