Full-Time

Sr. Director

Investor Relations

Confirmed live in the last 24 hours

Meridian Link

Meridian Link

501-1,000 employees

Cloud-based software solutions for financial institutions

Data & Analytics
Fintech

Compensation Overview

$184.2k - $260kAnnually

+ Stock options + Equity-based awards

Senior, Expert

Remote in USA

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial Modeling
Requirements
  • Bachelor’s degree in Finance, Business Administration, Economics, or a related field
  • Minimum of 7-10 years of experience in investor relations, corporate communications, or financial management
  • Strong knowledge of capital markets, financial modeling, and public company operations
  • Exceptional verbal and written communication skills with a proven ability to distill complex information into actionable insights
  • Strong interpersonal skills with the ability to build relationships and credibility with investors and internal stakeholders
  • Strategic thinker with a proactive and detail-oriented approach
Responsibilities
  • Develop and implement a comprehensive investor relations strategy that aligns with MeridianLink’s business objectives
  • Serve as the primary point of contact for the investment community, conducting quarterly calls, providing access to management, and facilitating feedback
  • Craft clear, concise, and compelling messaging for earnings calls, investor presentations, and press releases
  • Drive the earnings reporting process with management, including script and earnings release reviews, Q&A practice, setting a beat and raise cadence, and managing consensus estimates
  • Collaborate with the finance team and broader company to prepare and communicate quarterly earnings results, guidance, and key performance indicators (KPIs)
  • Analyze market trends, peer performance, and investor sentiment to provide actionable insights to executive leadership
  • Build and maintain strong and trusted relationships with institutional investors and analysts, including active targeting to seed high-quality investors and new analyst coverage
  • Organize and participate in marketing events such as investor conferences, roadshows, and an Investor Day to drive demand for the stock
  • Ensure compliance with SEC regulations and disclosure requirements for publicly traded companies
  • Maintain and update the investor relations section of the company website with timely and accurate information
  • Partner with senior leadership, corporate communications, and legal teams to ensure alignment in messaging and adherence to corporate governance standards
  • Interact cross-functionally to incorporate strategic planning initiatives in short and long-term messaging and surface any potential risks for management to disclose in order to maintain credibility
Desired Qualifications
  • Master’s degree (e.g., MBA) or CFA designation is preferred

MeridianLink provides cloud-based software solutions tailored for financial institutions, including banks and credit unions. Their main products include loan origination systems that assist in managing the loan process from application to approval, and automated decisioning engines that leverage data for quick lending decisions. By offering a subscription-based service model, clients pay recurring fees to access these tools, ensuring a consistent revenue stream for the company. MeridianLink stands out from competitors by integrating various financial processes into a single platform, which enhances operational efficiency and supports data-driven decision-making. The company's goal is to improve digital banking experiences and customer service through advanced technology.

Company Stage

IPO

Total Funding

$616.7M

Headquarters

Costa Mesa, California

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnerships with Automatic and Shastic enhance MeridianLink's offerings in automotive and AI automation.
  • MeridianLink's inclusion in the IDC Global FinTech Top 50 boosts its industry reputation.
  • The growing trend of AI-driven workflow automation aligns with MeridianLink's strategic direction.

What critics are saying

  • Emerging fintech startups offering cheaper solutions could erode MeridianLink's market share.
  • Continuous R&D investment is needed to keep up with rapid technological advancements.
  • Economic downturns may reduce financial institutions' spending on new technology solutions.

What makes Meridian Link unique

  • MeridianLink offers a comprehensive suite of cloud-based solutions for financial institutions.
  • The company integrates various financial processes into a single, efficient platform.
  • MeridianLink's subscription-based model ensures continuous updates and improvements for clients.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Unlimited Paid Time Off

Paid Holidays

401(k) Company Match

Remote Work Options

Stock Options