PEAK6
1001 - 5000 employees
💳 Fintech
📚 Education
Fintech • Investment • Education
PEAK6 is an innovative investment firm headquartered in Austin, Texas, with a global presence that includes a diverse portfolio of businesses. The company operates outside traditional investment practices, focusing on capturing unique opportunities and leveraging technology to enhance performance. PEAK6 encompasses various entities, including capital management, fintech solutions, and education initiatives, aiming to simplify processes, democratize financial access, and empower consumers. With over 25 years in the industry, PEAK6 strategically invests in transformative ideas, ensuring flexibility in the dynamic financial landscape.
Manager, Client Communications
Job not on LinkedIn
🕒 February 24
🏢🏡 Austin – Hybrid
💵 $111.8k - $139.7k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
🗣️ Communications
🦅 H1B Visa Sponsor
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PEAK6
1001 - 5000 employees
💳 Fintech
📚 Education
Fintech • Investment • Education
PEAK6 is an innovative investment firm headquartered in Austin, Texas, with a global presence that includes a diverse portfolio of businesses. The company operates outside traditional investment practices, focusing on capturing unique opportunities and leveraging technology to enhance performance. PEAK6 encompasses various entities, including capital management, fintech solutions, and education initiatives, aiming to simplify processes, democratize financial access, and empower consumers. With over 25 years in the industry, PEAK6 strategically invests in transformative ideas, ensuring flexibility in the dynamic financial landscape.
📋 Description
• Manage client communications holistically, aligning strategies across Apex teams to deliver information and clear messages to clients. • Design and oversee a comprehensive client communication calendar to ensure coordinated, scheduled updates to clients • Develop a strategy to tailor communications for different client contact roles, ensuring relevance and resonance. • Identify modalities in which communications are delivered. • Collaborate with the product team to incorporate client notifications seamlessly into the user experience of Apex Ascend technology. • Maintain distribution lists with firm characteristics and role types so recipients receive relevant communications • Partner across internal teams (e.g., product, marketing, product marketing, and operations) to coordinate how Apex communicates our most important updates and initiatives effectively. • Work with product and product marketing to ensure there are appropriate talking points and/or content related to operational topics. • Draft and edit tailored communications for clients and manage a communications approval process including compliance, key stakeholders, and marketing reviews. • Engage with technical subject matter experts to translate complex concepts into clear, client-friendly communications. • Design scalable communication processes that address evolving client and company needs. • Build processes for internal alignment, including information intake, communication drafting, distribution, and tracking communications sent. • Develop and refine internal systems and strategies to align communications across Apex teams. • Lead the AIM (Apex Information Message) process to deliver time-sensitive notifications, often collaborating across teams under tight deadlines. • Maintain and refine an up-to-date communications contact database, ensuring accurate client information and respect for their preferences.
🎯 Requirements
• Bachelor's degree in Communications, Business, Finance, or related other related fields (or equivalent work experience) required • 5+ years of experience managing client communications in the financial services or fintech industries • 2+ years of people management experience preferred • FINRA SIE, Series 7, or Series 24 License(s) preferred • Experience managing client communication databases (e.g., Salesforce or other CRM tools). • Experience with creating scalable messaging frameworks or templates for large client bases. • Experience with building processes and functions in a fast-paced and dynamic environment. • Exceptional writing and communication skills with experience drafting client communications on sensitive or technical topics. • Demonstrated ability to tailor messaging to diverse audiences, from highly technical teams to executive client stakeholders. • Familiarity with financial products, technology platforms, and compliance and regulatory requirements related to client-facing communications in financial services. • Ability to leverage data and analytics to assess the impact of communication strategies and make continuous improvements. • Strong organizational and project management capabilities to oversee processes, calendars, and approval workflows. • Ability to navigate complex organizations, manage multiple priorities, and align stakeholders across teams. • Proficiency in managing clients’ contact databases and implementing strategies tailored to individual roles. • Problem-solving mindset, proactive thinking, and exceptional attention to detail. • Demonstrated ability to influence laterally, forging partnerships across teams to drive results independently. • Commitment to ensuring the quality, timing, and professionalism of all communication activities. • Highly communicative and collaborative, with the ability to ask incisive questions to gather and clarify information. • Flexible and available outside standard hours to ensure clients receive timely communications in urgent situations. • A builder mindset, equipped to create and establish communication frameworks from the ground up.
🏖️ Benefits
• healthcare benefits (medical, dental and vision, EAP) • competitive PTO • 401k match • parental leave • HSA contribution match • paid subscription to the Calm app • generous external learning and tuition reimbursement benefits
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