Market Investment Executive

About the role

This role is responsible for developing customized investment strategies for clients, expanding the business, and coaching and developing investment talent. Key responsibilities include developing strategic growth priorities, reinforcing a culture of responsible growth, and managing risk in a proactive manner. The position oversees overall investment team performance and ensures the right investment strategies are implemented to deliver effective solutions for both clients and employees.

Responsibilities

• Oversees the expansion of investment management business and coordinates the delivery of the full range of product capabilities to high-net-worth clients.
• Partners closely with the Market Executive, Market Leader, and other leaders in the market to deliver on strategic growth priorities, in addition to supporting the client management process to deliver a branded client experience.
• Reinforces a culture of responsible growth, proactive risk management, and delivering the enterprise through effective partnerships and business integration.
• Builds top-performing, diverse teams that gain advantage against competitors while maintaining a pathway of top talent in the market.
• Builds, leads, and coaches teams to bring comprehensive investment platforms to serve the financial needs of complex and experienced clients.
• Establishes a client-centered culture that recognizes the diverse needs of clients in all stages of their life, including growing and preserving wealth, managing liquidity, business succession planning, and assisting clients in supporting meaningful causes.
• Ensures the team delivers a comprehensive wealth planning approach through discussions and diverse group conversations.

Managerial Responsibilities

• Opportunity & Inclusion Champion: Breaks down barriers to create a more inclusive environment that supports company Great Place to Work goals.
• Manager of Process & Data: Challenges end-to-end process efficiency and effectiveness, champions data-driven decision-making, and removes obstacles to optimize operations.
• Enterprise Advocate & Communicator: Contributes to enterprise strategy and influences messaging to connect team contributions to business purpose, results, and success.
• Risk Manager: Inspects and challenges risk controls, governance, and culture to ensure the timely identification, escalation, debate, and remediation of risk across the organization.
• People Manager & Coach: Coaches to sustain and elevate organizational performance while differentiating to ensure pay for performance.
• Financial Steward: Efficiently allocates and manages resources across the organization to drive short- and long-term profitability.
• Enterprise Talent Leader: Inspects and manages the health of the bench to ensure succession for the organization while supporting enterprise talent needs.
• Driver of Business Outcomes: Mobilizes organizational resources to deliver the full range of the bank’s capabilities to meet client needs and gain competitive advantage.

Requirements

• 7 or more years of leadership experience in an investment management environment which emphasizes high-net-worth investing.
• Demonstrated and successful track record building consensus amongst teams.
• Experience coaching and mentoring investment professionals in the delivery of world-class investment solutions.
• Background in growing and retaining a client base while enhancing efficiency.
• Proven success in integrating business development, portfolio management, and trust services to provide excellent client relationship management and services.
• Demonstrated experience in business development and retention with Ultra High Net Worth and High Net Worth clients.

Qualifications

• MBA or Post-Graduate Degree preferred.
• CFP or CFA a significant plus.

Skills

• Client Management
• Decision Making
• Portfolio Analysis
• Portfolio Management
• Risk Management
• Business Acumen
• Customer and Client Focus
• Inclusive Leadership
• Problem Solving
• Strategic Thinking
• Employee Counseling
• Leadership Development
• Performance Management
• Relationship Building
• Talent Development

Schedule

1st shift (United States of America), 40 hours per week.