VP, Investor Relations & Capital Planning at Tradition Capital Bank in Edina, Minnesota

Job Description:

Tradition Capital Bank

Edina, MN


Description:

Who We Are & Why You Will LOVE Us!

You are more than just a number; we are more than just a bank. At Tradition Capital Bank, we are partners in business and in life; building dreams and futures on one simple idea: strong one-on-one relationships.

We place our people in the right seats and position our employees to do what they love. Every person and every role matters: when we function together as One Team, we achieve extraordinary results. As each other's raving fans, we reach across titles and organizational structure to encourage one another.

Here at Tradition, we believe that when people work together with shared values and an open mind, anything is possible.

Tradition is always in the making; join us in celebrating our roots and being a part of what's next.

What You Will Be Doing:

The VP of Investor Relations & Capital Planning will lead the strategic planning and execution of investor relations activities, focusing on both debt and equity shareholders of the bank and its related holding company, Tradition Bancshares, Inc. (TBI). This role is also responsible for capital planning execution and long-term financial planning efforts for both the bank and TBI. This individual is a self-starter with robust analytical and relationship-building skills, capable of driving initiatives and achieving productive outcomes.

How You Will Get the Job Done:

Investor Relations

• Relationship Development: Devise and implement investor relations strategies that effectively communicate the bank's financial performance, growth prospects, and strategic vision to investors. Build and maintain strong relationships with debt investors, equity shareholders, and other key stakeholders.
• Strategic Communication: Oversee the preparation of investor presentations, earnings summaries, and other communications materials. Coordinate Annual Shareholder Meeting.
• Collaboration: Work with our Experience team and third-party partners to provide an exceptional shareholder experience. Partner with bank Leadership and Relationship Officers to facilitate and develop new shareholder interest. Collaborate with legal counsel to resolve complex matters.
• Reporting & Documentation: Manage relationship with outside transfer agent to maintain accurate records for all active and former shareholders and debt holders for TBI. Direct the processing of all shareholder transactions and documentation including purchasing, selling, title changes, and gifting. Manage and ensure communication regarding transaction activity with all shareholders.

Capital Planning

• Planning & Forecasting: Lead capital planning activities, including financial modeling, scenario analysis, and stress testing to support strategic decision-making. Ensure compliance with regulatory requirements and industry risk management best practices in investor relations and capital planning.
• Transaction Management: Develop a team to manage transaction processes, including M&A activities, capital raising, and other corporate finance and capital markets initiatives.
• Industry Analysis: Provide insights and recommendations to senior management based on market trends, competitive analysis, and investor feedback. Participate in bank Asset Liability Committee.
• Collaboration: Partner with internal departments to gather and analyze financial data, ensuring accurate and timely reporting.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time without notice.

Requirements:

What Sets You Apart:

• A role model for our core values: Do the Right Thing, Get Stuff Done (G.S.D.), One Team, and Give Generously
• Demonstrated commitment to timely, defect free and caring customer service
• A professional who builds solid relationships based on integrity and trust
• Self-motivated, intensely curious, and persistent in following through
• Knowledgeable of bank policies, procedures, and regulations
• Able to perform at a high level in a fast-paced environment
• Flexible to change in a growing organization
• Excellent verbal and written communication skills
• Proficient at Microsoft Excel, Word, Outlook and PowerPoint; strong technical ability
• Demonstrates a high level of organization and attention to detail
• Able to prioritize and manage multiple projects/tasks
• Demonstrated collaborative work style and respect for others
• Demonstrated self-motivation and resourceful work ethic
• Is accountable for demonstrating compliance with the Bank Secrecy Act, Privacy of Consumer Financial Information and all other federal and state rules and regulations as it pertains to the position.
• Lead capital planning activities, including financial modeling, scenario analysis, and stress testing to support strategic decision-making.

Professional & Educational Experience You Bring:

Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA favored.

Minimum of 8 years of experience in banking, capital markets, investor relations, capital planning, corporate finance, or related roles within the financial services industry; or equivalent combination of education and experience. Demonstrated ability to develop and execute strategic initiatives and to effectively communicate with investors.

Benefits & Compensation

Tradition Capital Bank recognizes and values everyone's unique needs for their careers, families, and individual health. That's why we offer competitive benefits to promote wellness in our employees and their loved ones, including:

• Healthcare (medical with HSA, dental, and voluntary vision)
• Short-term and long-term disability
• Basic and voluntary life & AD&D insurance
• EAP – Employee Assistance Program
• Flexible spending accounts
• 401(k) with employer match; ability to purchase Bank stock through 401k
• Paid time off & paid holidays
• Family Care Reimbursement (up to $500 annually for 2025)
• Wellness Time (up to 2 hours/week)
• Keystone employee directed giving opportunities (annual Insight Trip opportunities, up to $500 for grants and double match dollars)

For this position, we anticipate a pay range between $110,000 and $175,000, annually. Final offers will vary based on individual job-related knowledge, skills, and abilities. This position is eligible for a discretionary annual bonus based on individual and Bank performance.

Work Environment*:

• While performing the duties of this job, the employee is regularly required to stand, walk, use hands to type, carry, handle, and feel objects, reach with hands and arms, talk or hear. The employee must occasionally lift and/or move up to 25 pounds and more with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception in the window environment and the ability to adjust focus.
• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
• Travel may be required for this position.

*The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Tradition Capital Bank is an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race; color; creed; religion; national origin; sex; pregnancy, childbirth, and related disabilities; marital status; status with regard to public assistance; disability; genetic information; sexual orientation, off duty usage of lawful products; familial status; status as a patient enrolled in the marijuana registry program; membership or activity in a local commission; citizenship status; uniform servicemember status; and age; or any other protected class under federal, state, or local law.

Equal employment opportunity, including veterans and individuals with disabilities.

PI265964514

Salary:

$110,000.00

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