Market Investment Executive
About The Position
The Market Investment Executive (MIE) oversees the expansion of investment business for high net worth clients. The MIE serves as the market’s chief investment officer, helping to communicate the firm’s thought leadership. Responsibilities include developing customized investment strategies, expanding the business and delivering investment management services, risk management, compliance, coaching and developing all investment talent. MIEs partner closely with the ME and other leaders in the market, to deliver on strategic growth priorities, in addition to supporting the Client Management Process (CMP) to deliver a Branded Client Experience (BCE). The MIE is expected to reinforce a culture of responsible growth, proactive risk management and delivering the enterprise through business integration. The MIE reports to the Market Executive, overseeing a team of Portfolio Managers and/or Trust Officers. Based on the needs in the division, the MIE may also support additional markets.
Requirements
- 7 to 10 years of proven leadership experience in an investment management environment which emphasizes high net worth investing
- Demonstrated excellent management and communication skills
- Proven track record as a mature consensus and team builder
- Managing a team of investment professionals in the delivery of world class investment solutions
- Growing and retaining a client base while enhancing efficiency
- Proven success in integrating business development, portfolio management, and trust services to provide excellent client relationship management and services
- Adept at business development and retention
- A bachelor’s degree in a business related area is required
Nice To Haves
- A proprietary book of business would be advantageous, but not essential
- A MBA or CFA would be highly preferable
Responsibilities
- Developing customized investment strategies
- Expanding the business and delivering investment management services
- Risk management
- Compliance
- Coaching and developing all investment talent
- Partnering closely with the ME and other leaders in the market, to deliver on strategic growth priorities
- Supporting the Client Management Process (CMP) to deliver a Branded Client Experience (BCE)
- Reinforcing a culture of responsible growth, proactive risk management and delivering the enterprise through business integration
- Overseeing a team of Portfolio Managers and/or Trust Officers
- Supporting additional markets based on the needs in the division
- Breaking down barriers to create a more inclusive environment that supports company D&I goals
- Challenging end-to-end process efficiency and effectiveness, championing data driven decision-making and removing obstacles to optimize operations
- Contributing to enterprise strategy and influencing messaging to connect team contributions to business purpose, results, and success
- Inspecting and challenging risk controls, governance and culture to ensure the timely identification, escalation, debate and remediation of risk across the organization
- Coaching to sustain and elevate organizational performance while differentiating to ensure pay for performance
- Efficiently allocating and managing resources across the organization to drive short and long term profitability
- Inspecting and managing the health of the bench to ensure succession for the organization, while supporting enterprise talent needs
- Mobilizing organizational resources to deliver the full range of the bank’s capabilities to meet client needs and to gain competitive advantage
- Ensuring that his/her team produce investment solutions for their clients that exceed client expectations while driving corporate initiatives to reduce dispersion and improve efficiency
- Producing appropriate asset allocation through diversification of their book of business
- Building excellent client relationships by providing a “high touch” level of service
- Assuring sound risk management practices are followed
Benefits
- Competitive benefits to support their physical, emotional, and financial well-being
- Industry-leading benefits
- Access to paid time off
- Resources and support
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What This Job Offers
Job Type
Full-time
Career Level
Manager
