- Produce new business to achieve annual growth objectives
- Meet and exceed the established performance expectations and standards for success
- Manage the sales process for complex, high potential transactions to develop new business
- Develop relationships with centers of influence, such as CPAs and Estate Planning Attorneys
- Cultivate client relationships to create 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
- Identify opportunities within the community; leads informational and educational seminars designed to build awareness of targeted groups about Westwood's services; attend company sponsored charity events
- Conduct complex financial presentations to current, new and prospective clients highlighting Westwood's investment strategy, account performance and new products
- Perform ongoing account reviews of asset allocation models, request re-balancing to targets and review of required account documentation
- Competently facilitate financial planning discussions and deliver goals-based planning output to clients
- Ensure competency with CRM system and properly maintain all records
- Bachelor's degree in Business, Finance or similar field; post graduate degree preferred
- J.D, CFP, or CFA preferred
- 10+ years or more of experience in financial & publicly traded markets including demonstrated sales success. Significant experience working within a trust department preferred.
- A professional of unquestionable integrity, credibility, and character who hasdemonstrated 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
- Able to articulate a thorough understanding of target market for investment management 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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VP, Private Wealth Advisor - 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 ensuring accounts are properly administered and act as a primary resource for other members of the team. This position plays a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships, and representing Westwood Wealth Management in the community through memberships in professional associations and maintaining and strengthening the relationships with high net worth clients to obtain key referral sources.
A DAY IN THE LIFE
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 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.
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)
