Vice President or Senior Vice President, Investment Specialist

Vice President or Senior Vice President, Investment Specialist

About the Company

Top-tier investment management firm

Industry

Investment Management

Type

Privately Held

About the Role

The Company is in search of a (Senior) Vice President, Investment Specialist to join their team. This high-impact role is pivotal in providing strategic, relationship-driven support to a network of independent financial advisors. The successful candidate will be a trusted consultant, offering a wide range of investment solutions and tailored strategies to meet the sophisticated needs of clients. Key responsibilities include developing and maintaining advisor relationships, delivering expert insights on various investment products, and coordinating with internal and external teams to enhance the advisor experience. The role demands a professional with a proven track record in investment product distribution, strong communication and presentation skills, and the ability to work autonomously while being highly client-focused.

Applicants for the (Senior) Vice President, Investment Specialist position at the company should have 5-10 years' of experience in a related role, a Bachelor's degree in finance, economics, or a related field, and a preference for Series 7 and Series 65 / 66 registrations. Progress toward CFA, CIMA, or CAIA designations is a plus. The ideal candidate will be a self-starter, capable of working with autonomy in a collaborative team environment, and willing to travel regularly to meet with advisors. Responsibilities also include hosting educational initiatives, collaborating with various internal teams, and contributing to the introduction of new investment solutions. The role is suited to a professional who is adept at solving complex investment challenges and is passionate about delivering tailored solutions to clients.

Travel Percent

Less than 10%

Functions

• Finance