Investment Manager jobs in Austin, TX

Company Overview

CORDA Investment Management is a dynamic and rapidly growing wealth management firm headquartered in Houston, with branch offices in Dallas, Austin, San Antonio, New Orleans, Denver, and Miami. We deliver investment management and comprehensive financial planning to individuals, families, endowments, and foundations. Our team is dedicated to fostering strong relationships with our clients and delivering tailored financial strategies to help them achieve their goals. As we continue to expand our client base and offerings, we are seeking motivated and experienced individuals to join our team.

Position Overview

The Relationship Manager (RM) works directly with our high-net-worth clients. The RM works in a client-focused, team-centered environment as a contributor to both the firm's client service and business development efforts.

As a Relationship Manager, you will be responsible for cultivating and maintaining relationships with high-net-worth individuals, families, and institutions. You will serve as the primary point of contact for clients, providing personalized financial guidance and delivering comprehensive wealth management solutions. This role requires a combination of financial expertise, interpersonal skills, and business development acumen.

Key Responsibilities

• Ensure retention of and deepen the relationship with our firm's clients
• Develop and maintain long-term relationships with clients, understanding their financial objectives, risk tolerance, and unique circumstances.
• Collaborate with management, our portfolio managers, operations, and financial planners to deliver full-service, integrated financial management for our clients
• Provide ongoing portfolio management and investment advice, monitoring performance and recommending adjustments as needed.
• Proactively identify opportunities to deepen client relationships and expand business through referrals and cross-selling initiatives.
• Stay current on market trends, regulatory developments, and industry best practices to effectively advise clients and mitigate risks.
• Competitive but highly collaborative with the ability to work both independently and in a team environment.

Experience / Qualifications

• Bachelor's degree (B. A./B.S.) from accredited college or university
• Series 65 Uniform Investment Adviser license
• Seven years as a Registered Investment Advisor representative or licensed Registered Representative for a full-service broker dealer
• Proficiency with Excel, PowerPoint, Word, Microsoft 365
• Experience with Salesforce a plus

Note to Applicants

Most roles at CORDA will be part of our best-of-both hybrid work model. This includes working together in the office on Tuesdays, Wednesdays, and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility.

What It’s Like Working Here

We believe in rewarding your contributions and offer competitive pay, bonus, 401k match, health insurance, and bottom line -- a top shelf work environment where everybody gets along, enjoys what they do, and encourages their co-workers to achieve their goals and dreams. We hire people who know how to make good decisions -- you'll be empowered to do the right thing for our clients.

Benefits That Support the Unique Needs of Our People

HEALTHCARE

Multiple healthcare plan options to fit you and your family, 50% of coverage cost paid by CORDA

Long Term Disability Insurance

TIME OFF

Every other Friday off

30-day paid sabbatical after seven years employment. 30-day paid sabbatical every 5 years thereafter

RETIREMENT PLANS

Company contributions to your 401(k) retirement plans, and access to financial planning tools

Job Type: Full-time

Pay: $120,000.00 - $150,000.00 per year

Work Location: Hybrid remote in Austin, TX 78759