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Investment manager Jobs in Memphis, TN

Last updated: 12 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
  • Promoted
JANITORIAL MANAGER

JANITORIAL MANAGER

Compass Group, North AmericaMemphis, TN, United States
Full-time
Position Title : [[Janitorial Manager]].Other Forms of Compensation : [[n / a]].ESFM is the corporate Integrated Facilities Management (IFM) division of Compass Group USA and a Keystone member of the I...Show moreLast updated: 2 days ago
  • Promoted
Account Manager

Account Manager

O'Heren Acquisitions IncMemphis, TN, US
Full-time
Career Advancement Opportunities.As an Account Manager, you will be one of the direct contacts for our customers, working with both new and existing clients to retain their business and increase re...Show moreLast updated: 4 days ago
Assistant Manager

Assistant Manager

Palm Beach Tan - Memphis (Midtown)Memphis Midtown, TN, US
$12.50 hourly
Full-time
Closed on the Fourth of July, Thanksgiving, Christmas, New Year’s Day.Constant Product and Equipment Development.Week Sales, Equipment, Product and Management Training Program.Employee Rewards &...Show moreLast updated: 9 days ago
  • Promoted
Tax Manager-Investment Mgmt - Private Equity (East Region City Locations)

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

DeloitteMemphis, TN
$84,980.00–$193,440.00 yearly
Are you looking to be a part of the largest growth area in the tax industry? Do you have experience serving clients in partnership taxation, leading and mentoring teams, and advising on important t...Show moreLast updated: 10 days ago
  • Promoted
  • New!
Development Manager

Development Manager

National Kidney FoundationMemphis, TN, US
Full-time
Remote in Memphis, TN but will cover the West, Middle & East TN market area • • • • •.Fueled by passion and urgency, the National Kidney Foundation is a lifeline for all people affected by kidney di...Show moreLast updated: 21 hours ago
  • Promoted
  • New!
INVESTMENT ANALYST

INVESTMENT ANALYST

Carter-HastonTN, United States
Full-time
Carter-Haston, a leading multifamily investor and operator with a 40-year track record of investing in the Southeast, Midwest and Texas, is seeking to hire an Investment Analyst.Carter-Haston has a...Show moreLast updated: 14 hours ago
Leasing Consultant

Leasing Consultant

LMS Investment ManagementMemphis, TN, US
Full-time
Quick Apply
Position / Title : Leasing Consultant Reports to : Property Manager Start Date : Immediately Location : Memphis, TN - Fielder Square Our community in Memphis, Tennessee is looking...Show moreLast updated: 2 days ago
  • Promoted
PARTS MANAGER

PARTS MANAGER

National Automotive Training AcademyWest Memphis, Arkansas, USA
Full-time
Automotive Parts Manager Summary.Strives to return a satisfactory profit on dealer capital invested in parts inventory.Accomplishes objectives using proper purchasing procedures inventory control ...Show moreLast updated: 13 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
Full-time
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: 9 days ago
  • Promoted
  • New!
INVESTMENT BANKING ANALYST

INVESTMENT BANKING ANALYST

Bayfield PartnersTN, United States
Full-time
Investment Banking Analyst Nashville, TN.Bayfield Partners is currently seeking an Investment Banking Analyst in its Nashville, TN office. This is a full-time in-office position (not hybrid or remo...Show moreLast updated: 14 hours ago
  • Promoted
  • New!
DIRECTOR OF ASSET MANAGEMENT

DIRECTOR OF ASSET MANAGEMENT

Nicol Investment CompanyTN, United States
Full-time
Director of Asset Management - Multifamily.Nicol Investment Company (NIC) is a family-owned real estate investment and development firm with a focus on multifamily properties in the Southeast.The D...Show moreLast updated: 14 hours ago
  • Promoted
Billing Manager

Billing Manager

Gateway Group PersonnelMemphis, TN, United States
Full-time
Established Memphis-based integrated healthcare services company seeking to hire.Will ensure accurate coding and billing procedures, utilizing familiarity with ICD-10 guidelines.Will work closely w...Show moreLast updated: 12 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
  • New!
Licensed Practical Nurse (LPN) - Day Shift

Licensed Practical Nurse (LPN) - Day Shift

CommonSail Investment GroupCordova, TN, United States
Full-time
Position : Licensed Practical Nurse.Full benefits and PTO provided for Full Time employees.Must haves from you to be an LPN : . Licensed Practical Nurse (LPN) in the state.Assisted Living / Memory Care e...Show moreLast updated: 12 hours ago
  • Promoted
Dishwasher (2pm-7pm!)

Dishwasher (2pm-7pm!)

Common Sail Investment GroupMemphis, TN, United States
Full-time
As a Dishwasher, you will be responsible for washing and unloading dishes, pots, pans, silverware, china, utensils, and equipment. Prior restaurant or dishwashing experience is preferred, but not re...Show moreLast updated: 5 days ago
  • Promoted
Account Manager

Account Manager

O'Heren AcquisitionsMemphis, TN, United States
Full-time
O'Heren Acquisitions, located in Montgomery, AL, specializes in active customer acquisition support for cellular & media / entertainment companies. The company excels in face-to-face sales consulting,...Show moreLast updated: 14 days ago
  • Promoted
Travel Manager

Travel Manager

LEO EventsMemphis, TN, US
Full-time
LEO Events is looking for a highly skilled and detail-oriented Travel Manager to join our team.This role will support the Meeting Services department by overseeing and managing travel logistics for...Show moreLast updated: 28 days ago
General Manager

General Manager

ESM Memphis LLCMemphis, TN, US
Full-time
Memphis Sports and Events Center is currently accepting applications for a General Manager.The General Manager oversees business operations, building operations and all staff of the Memphis Sports ...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.