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Tampa Employment1 week ago
Senior Vice President, Investment Specialist - Tampa - confidential
Description
Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.
Senior Vice President, Investment Specialist
About the Company
Top-tier investment management firm
Industry
Investment Management
Type
Privately Held
About the Role
The Company is in search of a (Senior) Vice President, Investment Specialist to join their team. This high-impact role is pivotal in providing strategic, relationship-driven support to a network of independent financial advisors. The successful candidate will be a trusted consultant, offering a wide range of investment solutions and tailored strategies to meet the sophisticated needs of clients. Key responsibilities include developing and maintaining advisor relationships, delivering expert insights on various investment products, and coordinating with internal and external teams to enhance the advisor experience. The role demands a professional with a proven track record in investment product distribution, strong communication and presentation skills, and the ability to work autonomously while being highly client-focused.
Applicants for the (Senior) Vice President, Investment Specialist position at the company should have 5-10 years' of experience in a related role, a Bachelor's degree in finance, economics, or a related field, and a preference for Series 7 and Series 65/66 registrations. Progress toward CFA, CIMA, or CAIA designations is a plus. The ideal candidate will be a self-starter, capable of working with autonomy in a collaborative team environment, and willing to travel regularly to meet with advisors. Responsibilities also include hosting educational initiatives, collaborating with various internal teams, and contributing to the introduction of new investment solutions. xhmxlyz The role is suited to a professional who is adept at solving complex investment challenges and is passionate about delivering tailored solutions to clients.
Travel Percent
Less than 10%
Functions
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Real Estate Investment Specialist
Only for registered members Tampa
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Licensed Investment Support Specialist II
Only for registered members Tampa
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Licensed Investment Support Specialist II
Only for registered members Tampa
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Licensed Investment Support Specialist II
Full time Only for registered members Tampa
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Investment Advisory Specialist
Only for registered members St. Petersburg
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Real Estate Investment Specialist
Only for registered members St. Petersburg
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Real Estate Investment Specialist
Only for registered members St. Petersburg, Florida
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Real Estate Investment Specialist
Only for registered members St. Petersburg, FL
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Investment Advisor
Only for registered members Tampa
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VP, Wealth Management Advisor
Full time Only for registered members Tampa
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Front Desk Coordinator
Only for registered members Tampa
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Front Desk Coordinator
Only for registered members Tampa
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Financial Consulting Senior Associate
Full time Only for registered members Tampa
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Maternal - Fetal Medicine Physician
AdventHealth West FL Division- Tampa
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Client Support Specialist
Only for registered members Tampa, FL
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Investment Advisor
Only for registered members Tampa, FL
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Investment Advisor
Only for registered members Tampa, FL
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Investment Advisor
Only for registered members Tampa
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Medical Receptionist
Only for registered members Tampa
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Client Support Specialist
Employment Only for registered members Tampa