Top Investment Executive jobs in Racine, WI
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)
Recently Added Top Investment Executive jobs
Regional Investment Consultant, North Central Region
- Meeder Investment Management
-
Great Lakes, IL
FULL_TIME
-
Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration.Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.The successful candidate must possess the skills to discuss and present Meeder’s investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs. The Great Lakes Region includes Illinois, Wisconsin, North Dakota, and South Dakota. The ideal candidate would currently reside within the territory.Primary Responsibilities
- Partner with existing Senior Regional Consultant in the Central Plains during the transition of existing clients in the assigned states.
- Provide Internal Consultant type support for the balance of the Central Plains territory.
- Quickly become a subject matter expert on all investment solutions and services.
- Successfully implement the company's consultative sales process.
- Develop and execute territory sales plans; leverage resources to achieve quarterly and annual sales and activity targets.
- Build and maintain strong advisor relationships to achieve asset retention goals.
- Identify and develop client prospects
- Demonstrate knowledge of Independent RIAs and Broker Dealers proprietary platforms and competition.
- Present at client seminars and training sessions; attend industry conferences as assigned.
- Demonstrate effective territory management, including efficient scheduling, appropriate CRM completion and adherence to travel and expense budgets.
- Work with Manager and Senior Regional Consultant to build and manage territory.
Critical Success Factors- Have conviction and passion for the firm’s investment solutions and services.
- Demonstrate leadership qualities, ambition and be a self-motivated team player.
- Ability to recognize opportunities and provide outstanding follow-up and service.
- Strong presentation and communication skills.
- Strong listening and probing skills to aid in identifying opportunities and provide solutions.
- Good organizational skills.
Skills Required- 3 years as experienced successful Internal or Hybrid Consultant in the investment services industry
- CIMA, CFP, CPWA, BFA or CFA are preferred
- Bachelor’s Degree
- FINRA Series 6 or 7 licensed, 65 preferred.
- Proficient in CRM, Microsoft Excel, Word and PowerPoint software programs, as well as Morningstar and Zephyr.
- 16 Days Ago
General Laborer
- Top Choice Rentals
-
Kenosha, WI
FULL_TIME,PART_TIME,TEMPORARY
- Will be responsible for but not limited to washing and installing tents, washing tables and chairs and setting them up, loading trucks, making deliveries of various other rental items and organizing w...
- Just Posted
Physical Therapist
- Tree Top Staffing LLC
-
Pleasant Prairie, WI
FULL_TIME
- We are seeking a Physical Therapist to serve as a trusted ally on patients’ journey toward restoring motion and optimizing their functional abilities. Your role will be vital in maximizing their quali...
- 9 Days Ago
Crew
- masucci investment company
-
Bluff, IL
FULL_TIME
- Crew Person - You don’t want to work just anyplace, and you don’t want to work just anytime. Maybe it’s breakfast. Maybe it’s lunch. Maybe it’s late nights. Maybe it’s weekends. Whatever it is, you wa...
- Just Posted
Crew
- masucci investment company
-
Wadsworth, IL
FULL_TIME
- Crew Person - You don’t want to work just anyplace, and you don’t want to work just anytime. Maybe it’s breakfast. Maybe it’s lunch. Maybe it’s late nights. Maybe it’s weekends. Whatever it is, you wa...
- Just Posted
Property Management Intern (Multi-Site, 4 Locations) Summer 2024
- Monarch Investment and Management Group
-
Waukegan, IL
INTERN
- Description Summer 2024 Paid Internship Opportunities! (May-August / Flexible) Why be part of any internship when you can be part of a group that fosters real career growth. At Monarch, opportunity is...
- 6 Days Ago
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0 Top Investment Executive jobs found in Racine, WI area
Financial Analyst Manufacturing
- HARIBO of America
-
Pleasant Prairie, WI
- Reporting to the Head of Manufacturing Finance, the Financial Analyst - Manufacturing will be a key member of the manufa...
- 4/25/2024 12:00:00 AM
Investment Associate
- Claire Myers Consulting
-
Milwaukee, WI
- Compensation: $70-90k plus bonuses & benefits Our client is a premier retirement management practice that goes beyond ju...
- 4/24/2024 12:00:00 AM
Financial aid officer
- University Of Wisconsin System
-
Kenosha, WI
- Full job description The University of Wisconsin-Parkside is a dynamic learning community grounded in academic excellenc...
- 4/23/2024 12:00:00 AM
Investment Associate
- Claire Myers Consulting
-
Milwaukee, WI
- Compensation: $70-90k plus bonuses & benefits Our client is a premier retirement management practice that goes beyond ju...
- 4/22/2024 12:00:00 AM
Sr. Business Finance Manager
- Steel Partners Group
-
Pleasant Prairie, WI
- This position will report to the Chief Financial Officer and will be the financial lead on the Aerospace and Defense seg...
- 4/22/2024 12:00:00 AM
Associate Financial Representative
- Modern Woodmen of America
-
Kenosha, WI
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/21/2024 12:00:00 AM
Associate Financial Representative
- Modern Woodmen of America
-
Union Grove, WI
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/21/2024 12:00:00 AM
Sr. Business Finance Manager
- Steel Partners
-
Pleasant Prairie, WI
- Job Description POSITION OVERVIEW: This position will report to the Chief Financial Officer and will be the financial le...
- 4/21/2024 12:00:00 AM
About Racine, Wisconsin
Racine (/rəˈsiːn/ rə-SEEN) is a city in and the county seat of Racine County, Wisconsin, United States. It is located on the shore of Lake Michigan at the mouth of the Root River. Racine is located 22 miles south of Milwaukee. As of the 2010 U.S. census, the city had a population of 78,860, making it the fifth-largest city in Wisconsin. Its median home price of $103,625 makes it one of the most affordable cities in Wisconsin to buy a home. In January 2017, it was rated "the most affordable place to live in the world" by the Demographia International Housing Affordability survey.
Racine is th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$369,449 to $758,489
Racine, Wisconsin area prices
were up 1.8% from a year ago
were up 1.8% from a year ago
What does a Top Investment Executive do?
Top Investment Executive in Boulder, CO
These products are subject to investment risk, including the possible loss of value.
November 28, 2019
Top Investment Executive in Tacoma, WA
A top investment executive should possess computer literacy, numeric skills and communication skills.
December 03, 2019
Top Investment Executive in Lubbock, TX
Whether working in an office as an investment executive online you should have the ability to learn quickly and research effectively without supervision.
February 15, 2020