- Develop new business to achieve annual growth objectives through executing Westwood Wealth Management's strategic approach for growing and retaining assets and sourcing new business
- Meet and exceed established sales goals, performance expectations and standards for success
- Manage the sales process for high-net-worth clients and the complexities of each relationship to develop new business
- Network within the community and attend company sponsored events. Find new avenues of growth within the HNW and UHNW markets
- Leverage relationships with business and community leaders and COIs to generate leads and facilitate introductions
- Collaborate with other team members and resources to best serve clients
- Represent the organization's positions, initiatives, and interests with a focus on the delivery of superior client service
- Cultivate client relationships to build high client retention rates by providing each client with valuable service offerings, competitive investment processes and performance and by fulfilling the role of trusted advisor
- Perform ongoing account reviews of asset allocation models, request rebalancing to targets and review of required account documentation
- Coordinate client's overall investment, financial, estate, and income tax planning to assist the client in achieving specific trust and asset management objectives
- Coordinate and oversee the completion preparation and distribution of all tax documents to clients
- Ensures compliance with internal and external rules, policies and procedures as well as regulatory requirements
- Coaches, mentors and challenges staff and advisors. Champions continuous development by delegating tasks and maintaining positive relationships between team members
- Focuses on cultivating a team-oriented environment, one in which the team is working at its optimal level to best serve clients and to meet goals
- Provide feedback to managers on personnel, may assist in performance reviews, coaching to maximize success, setting goals for career development across the company
- Assist in the coordination of communication across account teams and applicable institutional segments
- Ensure proper maintenance of CRM system for client book
- Participate in informational and educational seminars designed to build awareness to targeted groups
- Conduct clear, coherent and understandable financial presentations to current, new and prospective clients highlighting Westwood's investment strategy, account performance and new products
- Actively participate in several internal and external committees
- Other duties and projects as assigned
- Bachelor's degree in Business, Finance or similar field; post graduate degree preferred
- J.D, CFA, or CFP preferred
- 20+ years of experience in financial services, client management and demonstrated sales success. Trust experience preferred.
- A professional of unquestionable integrity, credibility, and character who has demonstrated high moral and ethical behavior
- Track record of success in generating leads, prospecting for opportunities, networking for introductions and ultimately close a significant amount of new business
- Excels at client service; very relationship driven
- Team-oriented
- Able to articulate a thorough understanding of Westwood Wealth Management overall strategic and target market for holistic financial services
- An expert communicator with superior presentation, time management and organization skills
- A strong community presence with an established network of personal and business contacts
- Competitive Salary, benefits and 401K company match that vests immediately upon participation.
- Parental leave & PTO policy.
- Collaborative, dynamic work environment within a fast-paced, mission-driven company.
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SVP, Private Wealth Advisor Lead - Dallas, United States - Westwood Holdings Group
Description
WHO WE AREWestwood Holdings Group, Inc. is a focused investment management boutique and wealth management firm. Founded in 1983, Westwood is a diversified financial services firm that offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, and are made available through separate accounts, the Westwood Funds family of mutual funds and other pooled vehicles. Westwood benefits from significant, broad-based employee ownership and trades on the New York Stock Exchange under the symbol "WHG." Based in Dallas, Westwood also maintains offices in Chicago, Houston and San Francisco.
ABOUT THE ROLE
Responsible for growing market share in the Dallas market by growing assets under management through new client relationships and strengthening relationships with existing clients. This position represents Westwood Wealth Management in the community through membership in professional associations and cultural organizations and engaging in other activities to generate prospective client leads. Responsible for managing and developing a team of advisors who are externally focused on growth but should also maintain top-notch client service. Candidate is expected to deliver the highest level of client service standards to their assigned book of clients and meet retention goals.
A DAY IN THE LIFE
New Business Development
Minimum Education Required:
This physical demands required to perform the essential duties successfully are consistent with a professional office environment.
TRAVEL
This position requires frequent travel. Most travel is within the local area and may be outside of normal work hours.
This job description may be subject to change at any time.
WHAT TO EXPECT NEXT
We look forward to receiving your application. A member of our Human Capital team will review your application and qualifications. If interested, you will be contacted for an interview.
Westwood is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c)
