We are excited to share this job opportunity with men and women who have extensive experience as a senior investment advisor who want to work within a large, reputable, financial services company in Dallas, Texas.
Responsibilities:
- Provide portfolio and relationship management services to sophisticated clients with large and complex account types
- Manage accounts in accordance with investment objectives, incorporating our investment approach, philosophy and platform
- Deliver a great investment experience to clients
- Maintain and grow assets under management. Additionally, the incumbent will assist in the oversight of investment activities of the investment professionals in that team or market
- Depending on line of business, may provide specialized advice on planned giving, as well as analyzing program health and strategies
- Support and lead the sales efforts of the business through the introduction and expansion of financial services to the client
- Execute risk management practices through the adherence to our policies and procedures.
- Support the Functional Director in the oversight, performance management, and coaching of investment professionals
Requirements
- Bachelors Degree required
- Masters degree/PhD/additional certifications preferred
(In lieu of a degree, a comparable combination of education and experience (including military service) may be considered.) - 8+ years of industry relevant experience
Proven experience in the areas of:
- Customer Focus
- Risk Management
- Client Relationship Management
- Decision Making and Critical Thinking
- Effective Communication
- Investment Consulting
- Portfolio Management
- Products and Services
- Value Selling
Benefits
We offer a range of valuable benefits to cover your health care needs (medical, dental and vision) and support you in other areas of your life, now and into the future.
There are some benefits you receive automatically when you’re hired and some in which you need to enroll.
Typically, you’ll first enrollment in benefits within 31 days of your hire date, and then every fall during annual enrollment.