Complex Manager (Houston, TX)

Responsibilities

• Develop and implement a relationship management plan for strategic, complex existing accounts.
• Cook up and coordinate the engagement of own organization with the client organization to ensure effective two-way flow of information and resolution of issues.
• Manage key client and client relationships, often through account teams, to ensure their ongoing satisfaction and loyalty.
• Develop and propose annual business plans for a given area or department, ensuring alignment with strategy.
• Recommend financial and headcount budgets; propose business targets, for example, revenues or other key performance indicators (KPIs); and schedule key activities/projects, ensuring integration with other elements of the organization.
• Develop internal marketing plans and work collaboratively with other departments to improve internal relationships in a large organization and to build strong external client relationships.
• Communicate the function's strategy and its relationship to the organization's mission, vision, and values; clarify the actions needed to implement this strategy within the area of responsibility; motivate people to commit to the mission, vision, and values and do extraordinary things to achieve the organization's business goals.
• Manage and report on performance within the department or area of responsibility; set appropriate performance objectives for direct reports and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of annual business objectives.

Qualifications

• Accurately identify and understand the key buying influences pertaining to an opportunity.
• Propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
• Express ideas, request actions, formulate plans, & policies by means of clear and effective verbal communications.
• Connect with clients to strengthen the relationship, meeting personal needs through positive client experiences.

Skills

• Bachelor’s degree
• 10 to 15 years of general experience
• 10 to 15 years of manager experience
• Financial Industry Regulatory Authority (FINRA) certifications: s10, s66, s7, s9

Benefits

• Medical, dental, and vision insurance
• Life insurance
• Critical illness insurance and accident insurance
• Disability benefits
• Retail savings
• Paid time off (including vacation, holidays, and sick leave)
• Parental leave

Workstyle

• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm

Company Culture

• Five guiding behaviors: Develop, Collaborate, Decide, Deliver, Improve
• Core values: client-first, integrity, independence, and a conservative, long-term view

Equal Opportunity Employer

We are committed to creating a diverse environment and are proud to be an equal opportunity employer. We do not discriminate based on race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with a disability.