Senior Wealth Strategist

Job Title

Senior Wealth Strategist, Investor Relations

Job Position Description

Harris Investment Group is seeking an experienced individual to join the Investor Relations team at the firm’s headquarters in Provo, Utah.

Your role will primarily involve raising capital by building relationships with prospective and existing investor partners.

By leveraging your background in wealth management or other investment management experience, you will seek to secure investment capital from high-net-worth individuals, family offices, and other institutions.

Raising capital will be primarily accomplished by relationship building through one-on-one meetings, consultations, and events with prospects and existing investor partners.

This role will report to the Head of Investor Relations.

How will you spend your time?

Harris Investment Group is a boutique investment firm with a small team. While this role may evolve and expand over time, today it will include :

• This is an on location job, you will be required to work in office everyday, office location in Provo, UT.
• Developing relationships with existing investor partners through regular portfolio review meetings
• Conducting portfolio analyses for investor partners to uncover opportunities to maximize their investment objectives and potentially new assets for the firm
• Regular day-to-day communication with investor partners
• Participating in capital raise calls and meetings with other members of the Investor Relations team
• Sourcing new capital from HNWI, family offices, and other institutional investors
• Developing our strategic partnership network that serve the same investor partners
• Participating in investor-facing events during and outside typical work hours

Position Qualifications

• 7-10 years of Investor Relations, wealth management, or other investment management experience
• Strong understanding of investment strategies and portfolio allocation acumen
• Demonstrated history of success in capital raising
• Strong written and oral communication skills for relationship building
• Strong account management skills
• Ability to perform in a fast-paced, dynamic environment with time-sensitive deadlines and multiple demands
• Ability to learn and work independently as well as collaboratively in a team environment

Position Benefits

• Annual base pay between $90,000-120,000
• Commission and Bonus opportunities
• $500 per month credit towards Medical insurance
• Dental, Vision and other supplementary benefits available
• Holiday Pay
• Paid Time Off (PTO)
30+ days ago