Alliance Advisors

Vice President

• Lead the planning, development, and execution of integrated IR programs and corporate communications for transaction-driven clients in public markets.
• Develop and deliver investor positioning, messaging, and materials for IPOs, SPACs/deSPACs, direct listings, M&A transactions, spin-offs, and related capital markets events.
• Advise C-suite, boards, and client teams on strategic communications and disclosure best practices, including SEC filings, earnings calls, investor days, and roadshows.
• Manage IR strategy and defense plans for shareholder activism (including proxy contests, contested M&A, and governance challenges).
• Develop and update comprehensive crisis communication playbooks, coordinate rapid-response strategies, and handle sensitive issues and media inquiries.
• Cultivate and maintain strong relationships with institutional investors, analysts, proxy advisors, and key stakeholders on behalf of the clients.
• Monitor relevant capital markets and peer activity, synthesize investor feedback, and deliver actionable insights and recommendations to client leadership.
• Develop and manage investor decks, press releases, Q&As, FAQs, social media content, and other internal and external communication materials to support client objectives.
• Field inbound investor/media calls and email inquiries.
• Ensure compliance with all regulatory requirements related to investor relations, including SEDAR filings, SEC filings and disclosures.
• Stay updated on relevant regulations and industry best practices.
• Manage investor relations/marketing vendors for clients and assist in finding the right vendor to achieve client objectives.
• Participate in the firm’s business-development process and pitching prospective clients.
• Provide thought leadership, training, and mentorship to team members within the firm, ensuring service excellence and continuous improvement.

Vice President, Investor Relations – Special Situations

Salesforce Administrator

• Serve as a system administrator for the Salesforce environment
• Provide first-line technical support, troubleshooting, and issue escalation for Salesforce users
• Manage system integrity and compliance with data privacy standards (e.g., GDPR, CCPA)
• Integrate and manage third-party data feeds and external Salesforce integrations
• Maintain Account Engagement as Alliance’s email marketing and prospect nurture platform
• Handle core administrative functions, including user account maintenance
• Develop and deliver a comprehensive training program
• Collaborate with leadership to translate business processes into Salesforce solutions
• Support change management by assisting with Salesforce releases
• Partner with external Salesforce developers on enhancement projects
• Deliver accurate KPI reporting and analytics