Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)
Sandhill Investment Management is seeking a dynamic and experienced Investment Advisor to join our growing team based in Buffalo, NY. As an Investment Advisor, you will play a crucial role in building and maintaining a book of clients, providing financial guidance, creating comprehensive financial plans, and contributing to the growth of our firm's presence in the community. Our firm focuses on serving high net worth individuals as well as managing institutional assets such as Endowments and Foundations. This is an exciting opportunity to work in a fast-paced and collaborative environment, where you can make a significant impact on our clients' financial success and contribute to the growth of the firm.
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We offer a competitive compensation structure, performance-based incentives, a monthly marketing budget, comprehensive benefits package, and equity ownership opportunities.
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