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Investment manager Jobs in Memphis, TN

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Investment manager • memphis tn

Last updated: 8 hours ago
Regional Hybrid Investment Consultant

Regional Hybrid Investment Consultant

ThriventTN – Memphis
$58,196.00–$78,735.00 yearly
Full-time
We exist to help people achieve financial clarity.At Thrivent, we believe money is a tool, not a goal.Driven by a higher purpose at our core, we are committed to providing financial advice, investm...Show moreLast updated: 30+ days ago
Regional Vice President of Investment Sales

Regional Vice President of Investment Sales

Staffing In MotionMemphis, TN, us
$100,000.00 yearly
Firm : Large global portfolio management firm with over 250 billion in assets under management.Each client would have a separately managed portfolio based on their risk tolerance, asset allocat...Show moreLast updated: 14 days ago
  • Promoted
Sales Manager

Sales Manager

Talent Acquisition / Human Resources, The Aaron's Family of CompaniesMarion, Arkansas, USA
$12.75–$13.50 hourly
We are Aarons an industry leader in the sales and leasetoown retail industry known for quality brand names and superior customer service. We provide our team members the opportunity to reach their ...Show moreLast updated: 4 days ago
  • Promoted
Quality Manager

Quality Manager

CourseMemphis, TN, United States
Full-time
The Quality Manager is responsible for overseeing and ensuring the quality of products and services within the organization. This role involves developing, implementing, and maintaining quality mana...Show moreLast updated: 24 days ago
  • Promoted
HOSPITAL MANAGER

HOSPITAL MANAGER

Southern Veterinary PartnersTN, United States
$65,000.00–$75,000.00 yearly
Full-time
Can't get enough of country music and good food? Come play and work in Nashville, Tennessee at Nippers Corner Pet Medical Center in Brentwood, conveniently located only about 15 miles from downtown...Show moreLast updated: 15 days ago
  • Promoted
  • New!
LOGISTICS MANAGER

LOGISTICS MANAGER

US Navy (Wavemaker) (USD)TN, United States
Part-time
A big part of life on a Navy ship is making sure the right items arrive at the right time.As a Supply Corps Officer, that means you're making sure the right sonar parts arrive so technicians can ma...Show moreLast updated: 8 hours ago
  • Promoted
Investment Risk Manager

Investment Risk Manager

VirtualVocationsMemphis, Tennessee, United States
Full-time
A company is looking for an Investment Risk Manager in New York, NY.Key ResponsibilitiesProvide a second line of defense for Investment RiskDevelop quantitative models and analyses to forecast risk...Show moreLast updated: 8 days ago
Tax Manager-Investment Mgmt-Private Wealth (East Region City Locations)

Tax Manager-Investment Mgmt-Private Wealth (East Region City Locations)

DeloitteMemphis, Tennessee, US
$84,980.00–$193,440.00 yearly
Are you a leader and strategic thinker with extensive first-hand knowledge across multiple areas of taxation? Do you excel at delivering compliance and consulting services to individual clients and...Show moreLast updated: 30+ days ago
Service Technician

Service Technician

LMS Investment ManagementMemphis, TN, US
Full-time
Quick Apply
Service Technician Reports to : Community Manager Start Date : Immediately Location : Memphis, TN - Fielder Square We are currently searching for an experienced Service Technician fo...Show moreLast updated: 30+ days ago
  • Promoted
General Manager

General Manager

Community Choice Financial Family of BrandsMemphis, TN, US
Full-time
Community Choice Financial ® Family of Brand.As a results-driven General Manager, you will oversee the success of your store and team by setting the bar high for performance and customer service.Yo...Show moreLast updated: 2 days ago
  • Promoted
Lead Receptionist

Lead Receptionist

Common Sail Investment GroupMemphis, TN, United States
$15.00 hourly
Full-time
Briarcrest Ave, Memphis, TN 38120.Wages on demand - daily pay flexibility.The Receptionist will provide efficient and courteous service to all residents and guests. You will take on a rewarding posi...Show moreLast updated: 9 days ago
Regulatory GAAP and Statutory Investment Reporting Analyst

Regulatory GAAP and Statutory Investment Reporting Analyst

Lincoln Financial GroupMemphis, TN (Tennessee)
$67,000.00–$120,700.00 yearly
You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the in...Show moreLast updated: 30+ days ago
  • Promoted
Regional Property Manager

Regional Property Manager

Odin PropertiesMemphis, TN, United States
Full-time
Real Estate development and property management company is seeking a Regional Property Manager to join the Team.Are you interested in a challenging position with an established and growing property...Show moreLast updated: 1 day ago
Plumbing Manager

Plumbing Manager

6am CoreCollectiveMemphis, TN, US
Job DescriptionCityLight Commercial Services (CLCS) is a fully licensed contractor in the State of Tennessee, CLCS provides the maintenance service for all residential maintenance needs, as well as...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Caregiver - 12 Hour Shifts

Caregiver - 12 Hour Shifts

CommonSail Investment GroupCordova, TN, United States
Full-time
Passionate about working with the elderly.Punctuality and Professionalism are important factors.Interest in pursuing a career in Healthcare setting (ie, CNA, Nursing, Geriatrics).What your day to d...Show moreLast updated: 11 hours ago
  • Promoted
Treasury Manager

Treasury Manager

VacoMemphis, TN
$110,000.00–$120,000.00 yearly
Permanent
Vaco is assisting their client in the Memphis, TN area with their search for a Treasury Manager.The position reports to the CFO. The successful candidate will directly supervise at least one team me...Show moreLast updated: 20 days ago
Manager

Manager

SMOOTH LIVINGMphs, TN, US
Full-time
Quick Apply
A Restaurant Manager, or Restaurant General Manager, is responsible for overseeing the daily operations of a restaurant.Their duties include hiring and training restaurant staff following company p...Show moreLast updated: 30+ days ago
  • Promoted
Store Manager

Store Manager

LidsMemphis, TN, United States
Full-time
For nearly 25 years, Lids has been the leading headwear and sportswear retailer in North America! We are very excited to start 2022 with our next stop in Germany worldwide.Officially licensed produ...Show moreLast updated: 2 days ago
Regional Hybrid Investment Consultant

Regional Hybrid Investment Consultant

ThriventTN – Memphis
30+ days ago
Salary
$58,196.00–$78,735.00 yearly
Job type
  • Full-time
Job description

We exist to help people achieve financial clarity. At Thrivent, we believe money is a tool, not a goal. Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given.

At our heart, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today—and tomorrow.

Job Summary

The Regional Hybrid Investment Consultant (RHIC) is responsible for sales of Thrivent Mutual Funds, Managed Portfolios, and ETFs. Position will provide field sales coverage within assigned territory as well as assist in some national assignments to Financial and lnvestment Representatives.

The RHIC is an external hybrid mutual fund wholesaling position. RHICs proactively interact with Financial Representatives through both in field meetings through external rotations, as well as telephone, email and virtual presentations to position Thrivent Mutual Funds, Managed Portfolio, and ETFs in client investment strategies. They achieve this by mastering and utilizing extensive product knowledge, competitive positioning, sales process skills and case consultation skills. RHICs are responsible for addressing advanced planning topics where Thrivent products are utilized. RHICs work with Financial Representatives from their assigned territory and back-up for national sales support when needed. This individual will also be responsible for developing and successfully executing upon a business plan, managing the territory and understanding the greatest opportunities for Thrivent Funds.

RHICs provide sales and sales support to Financial and Investment Representatives within all channels Thrivent Distributors has access and selling agreements contracts.

  • Total compensation consists of an annual salary, quarterly performance-based bonuses, and monthly variable compensation for a target comp range of $180K to $194K

Job Responsibilities and Duties

  • Drive sales and market share growth of Thrivent Mutual Funds, Managed Portfolios, and ETFs. Help drive increase in Thrivent unique new relationships.
  • Establish and maintain relationships with individual financial and investment advisors by in-person meetings, telephone, email, and online presentations.
  • Utilize excellent knowledge / expertise of Thrivent Mutual Funds, Managed Portfolios, and ETF products / strategies / technical tools through the educational and sales process with Financial Representatives.
  • Develop new and build upon existing relationships within territory. The strategy includes developing a firm rotation, implementing business plans around focus FR’s and firms identifying business opportunities. Manage territory to meet sales and activity goals.
  • Prospect for new business, cross sell existing advisors on all Thrivent Mutual Funds, Managed Portfolios, and ETFs.
  • Ability to fully utilize technology and fulfills in a timely manner required administrative / team responsibilities such as CRM data entry, Morningstar illustrations, call reporting, expense reports, conference calls and meetings on time.
  • Help Investment Advisors increase their business by producing hypothetical illustrations, updating them on current marketing materials and Thrivent Asset Management’s point of view.
  • Adhere to all compliance guidelines including use of pre-approved marketing materials, prospectus requirements and proper licensing.
  • Manage annual T&E budget.
  • Conduct client educational seminars and events.
  • At all times, conduct daily activities in the highest professional manner.
  • Extensive ability to travel in territory, 25 to 35%, travel-mostly overnight.
  • RHICs may be assigned to Co-Supervise and will review product messaging and sales tools as needed to ensure compliance with securities laws and regulations. This responsibility will generally not exceed 10% of weekly activity, though may significantly increase as new products or sales strategies warrant.
  • Job Qualifications

  • Bachelor’s degree or equivalent work experience required; Advanced financial services designations a plus.
  • Minimum 3-7 years of financial services experience preferably wholesaling with demonstrated increases in responsibility.
  • Series 7, 63 / 65 or 66.
  • Excellent ability to communicate complex investment product related sales concepts as well as concepts about investing, capital markets and economic trends.
  • Proven relationship building and time management skills.
  • Strong entrepreneurial instincts.
  • Strong public speaking skills.
  • Deep understanding of competitors’ products in all asset classes.
  • Must be able to work independently and to communicate clearly and concisely.
  • Ability to work in a fast paced high call volume environment with enthusiasm and positive attitude.
  • A strong combination of sales and analytical skills coupled with an energetic and engaging style is required.
  • PC skills in Microsoft Excel, Word, PowerPoint, Salesforce and sales database applications.
  • Other Critical Factors

  • Required to travel 25 to 35% of time, mostly overnight stays.
  • Ability to build relationships.
  • Additional Information

  • This position requires you to work on-site in Minneapolis, MN a minimum of two days a week; or if working remotely, three days a quarter work on-site in Minneapolis, MN
  • Pay TransparencyThrivent’s long-term growth depends on attracting, rewarding, and retaining people who are committed to helping others thrive with purpose. We accomplish this by offering a wide variety of market competitive compensation programs to attract, reward, and retain top talent. The applicable salary or hourly wage range for this full-time role is $58,196.00 - $78,735.00 per year, which factors in various geographic regions. The base pay actually offered will be determined by a variety of factors including, but not limited to, location, relevant experience, skills, and knowledge, business needs, market demand, and other factors Thrivent deems important.Thrivent is unique in our commitment to helping people to be wise with money and live balanced and generous lives. That extends to our benefits.The following benefits may be offered : various bonuses (including, for example, annual or long-term incentives); medical, dental, and vision insurance; health savings account; flexible spending account; 401k; pension; life and accidental death and dismemberment insurance; disability insurance; supplemental protection insurance; 20 days of Paid Time Off each year; Sick and Safe Time; 10 paid company holidays; Volunteer Time Off; paid parental leave; EAP; well-being benefits, and other employee benefits. Eligibility for receipt of these benefits is subject to the applicable plan / policy documents. Thrivent’s plans / policies are subject to change at any time at Thrivent’s discretion.

    Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any otherstatus protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

    Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to or call 800-847-4836 and request Human Resources.