Regional Relationship Manager

NRECA•West Odessa, TX

4d•Hybrid

About The Position

Homestead Advisers isn’t your typical investment manager. Founded in 1990 by the National Rural Electric Cooperative Association (NRECA), our start-up story is unique. We are an investment services company and mutual fund manager with roots in rural America, originally formed 35 years ago to invest on behalf of community electric cooperatives and their employees. Across market cycles, our firm has grown in size and scope, gaining recognition through our array of mutual funds, but we have never lost sight of who we serve or the way in which we serve them. This history has shaped our approach to investing and distinguishes us from other firms. We offer: A committed, client-focused approach Financial products and services for individuals and cooperatives Experienced portfolio managers and cost-effective solutions The Regional Relationship Manager is responsible for developing and maintaining strong, trusted relationships with cooperative clients within an assigned territory to drive growth, asset retention, and long‑term engagement with Homestead Advisers. This role educates cooperative leadership and boards on Homestead Advisers’ programs and services, consults on investment and business needs, and delivers tailored solutions aligned with cooperative goals. The right candidate can actively manage a sales pipeline, conduct outreach and deliver engaging presentations, and are proactive and motivated to achieve success. This position requires strong collaboration skills with colleagues to ensure a high level of service from initial engagement through ongoing account management. Our ideal candidate lives in the West or Midwest part of the United States (not Colorado or California) to serve the assigned territory. However, we may consider candidates who live near Arlington, VA, where we have a hybrid work policy which allows working from home up to two days a week.

Requirements

Bachelors degree in a business related field.
Five or more years of financial industry experience, preferably working in sales or business development roles.
FINRA SIE (Securities Industry Professional), FINRA Series 6 (Investment Company Registered Representative), FINRA Series 63 (Uniform Securities Agent) licensing required within six months of start date.
Valid driver’s license
Knowledge of financial products and services, including mutual funds, retirement plans, insurance, brokerage, and advisory services.
Knowledge of investment concepts such as risk, asset allocation, diversification, time horizon, and market cycles.
Knowledge of retirement and benefit structures, including 401(k) plans, nonqualified deferred compensation, and pensions.
Knowledge of cooperative, institutional, and shareholder-based business models.
Consultative selling skills focused on identifying client needs rather than product-based sales.
Strong prospecting, pipeline management, and closing skills.
Effective use of CRM systems to track activity, opportunities, and follow-ups and meet activity goals
Clear, professional verbal communication skills to explain complex financial terms tailored to executives, administrators, and individual participants.
Strong presentation skills in both in-person and virtual settings.
Ability to prioritize opportunities to focus on the highest-value prospects while managing a large territory.
Ability to build trust-based, long-term client relationships.
Ability to work closely with operations, advisors and consultants to ensure smooth implementation and ongoing service through strong follow-through.
Ability to adhere to compliance policies, procedures, and ethical sales practices.
Ability to use Microsoft Office tools (Excel, Word, Outlook, Power Point) and to operate various office equipment such as personal computer, copier, printer, fax machine or other job-related equipment.
Ability to report to the office when required.
Ability to travel up to 60% of the time and has access to a major airport.
The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal and extensive reading.
Exerting up to 20 pounds of force occasionally, and/or up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. If the use of arm and/or leg controls requires exertion of forces greater than that for sedentary work and the worker sits most of the time, the job is rated for light work.

Nice To Haves

FINRA Series 65 (Uniform Investment Adviser Law Exam) within one year of start date is preferred.
Experience working with cooperatives is preferred.
Professional designation such as CFP, CEBS, CIMA or CFA is preferred.

Responsibilities

Educates cooperative leadership and directors on Homestead Advisers programs and services and consults with them on business needs.
Effectively manages a large territory.
Builds and manages a sales pipeline and meets strategic goals consistently.
Delivers effective presentations to current and prospective cooperatives and their employees.
Tracks cooperative contacts consistently utilizing the Client Relationship Management (CRM) system (Salesforce).
Creates Homestead Funds asset allocation plans.
Offers ongoing account review meetings.
Promotes Homestead Advisers at conferences and individual cooperative meetings (up to 60% travel).
Collaborates with other Homestead Advisers teams to deliver a high level of client service.
Completes annual compliance training and education and maintains required FINRA securities licensing.
Demonstrates knowledge of Homestead Advisers programs and services.
Complies with policies and procedures of Homestead Financial Services Corp., Homestead Advisers Corp. and Homestead Funds, Inc., which include, but are not limited to the rules and regulations under the Securities Act of 1933, Securities Exchange Act of 1934, Investment Company Act of 1940 and USA Patriot Act of 2001.