United Wholesale Mortgage (UWM) is seeking a strategic analytically driven Director of Investor Relations to serve as a critical link between our executive leadership and the investment community. The Director will be expected to develop a deep command of UWMs business model competitive positioning and financial performance and translate that expertise into proactive credible engagement with institutional investors and analysts.
The ideal candidate must be comfortable communicating with senior leadership and operating at the strategic level while also owning every detail of investor-facing communications.
WHAT YOU WILL BE DOING
- Continuously monitor UWMs stock performance trading dynamics short interest and relative valuation.
- Bring independent well-supported perspectives on what is driving or suppressing the stock and advise executive leadership on strategic communications responses.
- Serve as a partner to the leader of IR CIO CFO CBO and other senior leaders in preparing for and executing all investor-facing engagements including earnings calls non-deal roadshows conferences and one-on-ones.
- Prepare executive leadership with thorough briefing materials anticipated investor questions and recommended messaging not just logistics.
- Schedule meetings for our CBO and Head of Investor Relations with potential/current shareholders and analysts.
- Cultivate and manage relationships with institutional investors and potential new investors; serve as UWMs primary day-to-day IR contact.
- Proactively reach out to investors following market events earnings releases or periods of significant stock movement to ensure the UWM story is accurately understood.
- Lead the coordination of all investor-facing content: earnings press releases scripts Q&A preparation investor presentations and the annual report.
- Own UWMs investor relations website and ensure it reflects an accurate compelling and up-to-date representation of the company.
- Ensure all external financial communications are consistent compliant with Reg FD and strategically aligned with UWMs long-term narrative.
- Monitor changes and quickly communicate material shifts to relevant stakeholders.
WHAT WE NEED FROM YOU
Must Have Qualifications
- Experience in investor relations or meaningful time in a strategic IR role at a publicly traded company.
- Demonstrated ability to analyze stock performance valuation and investor sentiment with the confidence to present independent conclusions to C-suite leadership.
- Experience supporting earnings processes and investor events end-to-end.
- Exceptional written and verbal communication skills.
- Track record of building trusted relationships at the executive level internally and with institutional investors and analysts externally.
Nice to Have Qualifications
- Experience in mortgage financial services fintech or a high-volume operationally complex public company.
- Familiarity with Q4 Desktop Bloomberg FactSet or similar IR/investor analytics platforms.
THE PLACE & THE PERKS
Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans Its all happening on UWMs campus where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.
Its no wonder that out of our six pillars People Are Our Greatest Asset is number one. Its at the very heart of how we treat each other our clients and our community. Whether its providing elite client service or continuously striving to improve our pillars provide a pathway to a more successful personal and professional life.
From the team member that holds a door open to the one that helps guide your career youll feel the encouragement and support on day one. No matter your race creed gender age sexual orientation and ethnicity youll be welcomed here. Accepted here. And empowered to Be You Here.
More reasons youll love working here include:
- Paid Time Off (PTO) after just 30 days
- Additional parental and maternity leave benefits after 12 months
- Adoption reimbursement program
- Paid volunteer hours
- Paid training and career development
- Medical dental vision and life insurance
- 401k with employer match
- Mortgage discount and area business discounts
- Free membership to our large state-of-the-art fitness center including exercise classes such as yoga and Zumba various sports leagues and a full-size basketball court
- Wellness area including an in-house primary-care physicians office full-time massage therapist and hair salon
- Gourmet cafeteria featuring homemade breakfast and lunch
- Convenience store featuring healthy grab-and-go snacks
- In-house Starbucks and Dunkin
- Indoor/outdoor café with Wi-Fi
DISCLAIMER
All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead subject to reasonable accommodation. This document does not create an employment contract implied or otherwise. Employment with UWM is at-will. UWM is an Equal Opportunity Employer. By selecting Apply for this job online you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.
Required Experience:
Director
United Wholesale Mortgage (UWM) is seeking a strategic analytically driven Director of Investor Relations to serve as a critical link between our executive leadership and the investment community. The Director will be expected to develop a deep command of UWMs business model competitive positioning ...
United Wholesale Mortgage (UWM) is seeking a strategic analytically driven Director of Investor Relations to serve as a critical link between our executive leadership and the investment community. The Director will be expected to develop a deep command of UWMs business model competitive positioning and financial performance and translate that expertise into proactive credible engagement with institutional investors and analysts.
The ideal candidate must be comfortable communicating with senior leadership and operating at the strategic level while also owning every detail of investor-facing communications.
WHAT YOU WILL BE DOING
- Continuously monitor UWMs stock performance trading dynamics short interest and relative valuation.
- Bring independent well-supported perspectives on what is driving or suppressing the stock and advise executive leadership on strategic communications responses.
- Serve as a partner to the leader of IR CIO CFO CBO and other senior leaders in preparing for and executing all investor-facing engagements including earnings calls non-deal roadshows conferences and one-on-ones.
- Prepare executive leadership with thorough briefing materials anticipated investor questions and recommended messaging not just logistics.
- Schedule meetings for our CBO and Head of Investor Relations with potential/current shareholders and analysts.
- Cultivate and manage relationships with institutional investors and potential new investors; serve as UWMs primary day-to-day IR contact.
- Proactively reach out to investors following market events earnings releases or periods of significant stock movement to ensure the UWM story is accurately understood.
- Lead the coordination of all investor-facing content: earnings press releases scripts Q&A preparation investor presentations and the annual report.
- Own UWMs investor relations website and ensure it reflects an accurate compelling and up-to-date representation of the company.
- Ensure all external financial communications are consistent compliant with Reg FD and strategically aligned with UWMs long-term narrative.
- Monitor changes and quickly communicate material shifts to relevant stakeholders.
WHAT WE NEED FROM YOU
Must Have Qualifications
- Experience in investor relations or meaningful time in a strategic IR role at a publicly traded company.
- Demonstrated ability to analyze stock performance valuation and investor sentiment with the confidence to present independent conclusions to C-suite leadership.
- Experience supporting earnings processes and investor events end-to-end.
- Exceptional written and verbal communication skills.
- Track record of building trusted relationships at the executive level internally and with institutional investors and analysts externally.
Nice to Have Qualifications
- Experience in mortgage financial services fintech or a high-volume operationally complex public company.
- Familiarity with Q4 Desktop Bloomberg FactSet or similar IR/investor analytics platforms.
THE PLACE & THE PERKS
Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans Its all happening on UWMs campus where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement.
Its no wonder that out of our six pillars People Are Our Greatest Asset is number one. Its at the very heart of how we treat each other our clients and our community. Whether its providing elite client service or continuously striving to improve our pillars provide a pathway to a more successful personal and professional life.
From the team member that holds a door open to the one that helps guide your career youll feel the encouragement and support on day one. No matter your race creed gender age sexual orientation and ethnicity youll be welcomed here. Accepted here. And empowered to Be You Here.
More reasons youll love working here include:
- Paid Time Off (PTO) after just 30 days
- Additional parental and maternity leave benefits after 12 months
- Adoption reimbursement program
- Paid volunteer hours
- Paid training and career development
- Medical dental vision and life insurance
- 401k with employer match
- Mortgage discount and area business discounts
- Free membership to our large state-of-the-art fitness center including exercise classes such as yoga and Zumba various sports leagues and a full-size basketball court
- Wellness area including an in-house primary-care physicians office full-time massage therapist and hair salon
- Gourmet cafeteria featuring homemade breakfast and lunch
- Convenience store featuring healthy grab-and-go snacks
- In-house Starbucks and Dunkin
- Indoor/outdoor café with Wi-Fi
DISCLAIMER
All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead subject to reasonable accommodation. This document does not create an employment contract implied or otherwise. Employment with UWM is at-will. UWM is an Equal Opportunity Employer. By selecting Apply for this job online you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.
Required Experience:
Director
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