Vice President, Relationship Director & Investment Specialist
Confidential
Vice President, Relationship Director & Investment Specialist
About the Company
Top asset management company
Industry
Investment Management
Type
Privately Held
Founded
1958
Employees
1001-5000
Categories
- Investment Management
- Financial Services
- Asset Management
- Consulting & Professional Services
- Investment Services
- Kansas City
Specialties
- asset management
- investment management
- portfolio management
- mutual funds
- and mutual funds
Business Classifications
- B2B
About the Role
The Company is seeking a VP, Relationship Director, and Investment Specialist to join their team. This key role is focused on strategic relationship management and investment expertise to grow assets and deepen partnerships, particularly with fee-based RIAs. The successful candidate will be the primary representative for the company in the external marketplace, responsible for understanding and communicating the company's investment process and philosophy. This includes a mission-driven purpose, unique private ownership structure, and a commitment to financial science. The role involves growing assets under management, contributing to the development of a strategic distribution strategy, and influencing a consultative, solutions-based sales approach. Applicants must have a minimum of 5 years' experience in a similar role, with a proven track record of selling to sophisticated, fee-based RIAs. The role requires the ability to engage in sophisticated conversations about portfolio construction, asset allocation, and risk management, as well as a broad-based understanding of portfolio behavior and capital markets. A Bachelor's degree is required, along with FINRA Series 7 and 63 licenses, or the ability to attain them. The ideal candidate will demonstrate intellectual curiosity, strong analytical skills, and the ability to thrive in a fast-paced, entrepreneurial environment. A collaborative, team-based sales culture is essential, as is a proactive mindset and a commitment to driving results through partnership and accountability.
Functions
- Sales/Revenue
- Business Development
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Vice President, Relationship Director & Investment Specialist in Oklahoma City, OK vacancy
- ...Vice President, Client Partner About the Company Ambitious provider of content marketing software & services Industry Marketing... ...advisor, using a consultative approach to cultivate relationships with marketing executives and guide their advancement through...SuggestedFreelance
- ...mortgage loans and construction/permanent mortgage loans, to generate loan volume which will satisfy the company's appetite for the investment class, at the appropriate risk-adjusted yield. Education/Technical Requirements: ~ Bachelor's degree in Finance from four...SuggestedPermanent employmentRelocation
American Fidelity
Oklahoma City, OK1 day ago - ...Vice President, Investor Relations & Treasury About the Company A leading global, publicly traded technology company providing advanced manufacturing solutions and innovative technologies. Industry Industrial Automation Type Public Company About the...Suggested
- ...Managing Director, Investment Banking About the Company A registered broker-dealer seeking entrepreneurial bankers for M&A and capital... .... This role requires the development and maintenance of relationships with a diverse range of clients, including business owners...SuggestedBank staff
- ...Managing Director, Investment Banking About the Company Leading middle-market M&A advisory platform investing in growth and hiring... ...advisory engagements, as well as developing and maintaining relationships with a diverse range of clients, including business owners...Suggested
- ...Vice President, Risk & Underwriting Manager, Payments About the Company Fast-paced payments business strengthening risk, compliance, and governance for growing payment programs. Industry Financial Services Type Privately Held About the Role The...
- ...Vice President, Executive Search & Business Development About the Company Nationally recognized executive search firm Industry... ...cultivating leads, converting new business, and expanding client relationships. A clear commitment to inclusive search, and the ability to...
- ...Managing Director, Middle Market Investment Banking About the Company Globally-recognized financial institution Industry Banking... ...strong background in middle-market M&A, and established relationships in the business services, consumer, healthcare products...
- ...wealth. You will use your knowledge of investments, financial planning, credit and... ...institutional platform that has the resources, specialists and intellectual capital to help you... ...Manage and maintain relationships with clients by earning trust, thoroughly...Temporary workWork experience placementLocal area
Chase
Oklahoma City, OK1 day ago - ...wealth. You will use your knowledge of investments, financial planning, credit and... ...institutional platform that has the resources, specialists and intellectual capital to help you... ...Manage and maintain relationships with clients by earning trust, thoroughly...Temporary workWork experience placementLocal area
JPMorgan Chase Bank, N.A.
Oklahoma City, OK3 days ago - ...Our client is seeking a Vice President of Accounting to lead the accounting function for a... ...closely with executive leadership and the investment group. The ideal candidate will... ...scalability, and controls. Manage relationships with external auditors, tax advisors,...
Bell & Associates, Inc.
Oklahoma City, OK2 days ago - ...Senior Vice President of Finance Department: Blue Mantis Employment Type: Full Time Location: Onsite Description The Senior Vice President... ...leadership, coaching, and development to the Controller and Director of Finance Operations. Build organizational depth and succession...Full timeContract workWork at officeRemote work
Blue Mantis
Oklahoma City, OK3 days ago - ...industry continues to evolve, Group 1 is investing in the people, technology, and... ...owned operations team. As an Acquisition Specialist, you will use your knowledge and the data... ...dealership.The successful candidate will build relationships with service customers, perform vehicle...Full timeLocal area
Group 1 Automotive
Oklahoma City, OK9 hours ago - ...solutions. As the automotive industry continues to evolve, Group 1 is investing in the people, technology, and operational excellence needed... ...to join our pre-owned operations team. As an Acquisition Specialist, you will use your knowledge and the data tools available of...Full timeLocal area
Group 1 Automotive
Oklahoma City, OK4 days ago $80.49k - $107.32k
...ownership, deliver meaningful impact, and help shape the future of AI‑ready connectivity, join us today. The Role CenturyLink Investment Management (CIM) serves as the investment fiduciary for Lumen Technologies’ employee benefit assets, overseeing approximately $12...Temporary workRemote workLumen Inc
Oklahoma City, OK4 days ago- ...ApartmentRatings and SatisFacts Research is seeking a Regional Vice President of Sales for our Northeast territory (ME, NH, VT, NY, MA, CT... ...ground running. Responsibilities: Generate leads and build relationships by organizing daily work schedule to call on existing and...Temporary workFlexible hours
SatisFacts & ApartmentRatings
Oklahoma City, OK1 day ago - ...Our client is looking for a Vice President of Operatons. Lead the implementation of operational strategies and objectives across multiple revenue generating departments. Understand each product and manage improvement of operational efficiency. Exceed the product delivery...
SW Search
Oklahoma City, OK4 days ago $285k - $385k
...service for rare patients . The Vice President, FP&A is a key strategic leader responsible... ...across the business, helping evaluate investment opportunities, optimize resource... ...where appropriate, members of the Board of Directors. Lead the financial evaluation, due...Temporary workRemote workTravere Therapeutics
Oklahoma City, OK2 days ago- ...Associate Vice President, Finance, Signature Service Lines About the Company Esteemed academic medical center & hospital Industry Hospital & Health Care Type Non Profit Founded 1868 Employees 10,001+ Categories Health Care B2C Mobile...
- ...device industry where patient outcomes and product excellence drive every decision. We are seeking a visionary, uncompromising Vice President, Quality to serve as the ultimate champion for product reliability and operational excellence across all North American sites....Shift work
Weber & Company
Oklahoma City, OK5 days ago - ...Vice President of Engineering About the Company Respected security & investigations company specializing in risk mitigation & investigative services Industry Management Consulting Type Privately Held, Private Equity-backed Founded 2006 Employees...Remote work
- ...Senior Vice President of Operations About the Company Private equity-backed mechanical services platform delivering HVAC, plumbing, electrical, and piping solutions. Industry Construction Type Privately Held, Private Equity-backed About the Role...
- ...Senior Vice President, Legal About the Company Fast growing organization in health services seeking a senior legal leader. Industry... ...and the ability to build and maintain strong, collaborative relationships. Strategic thinking, the ability to anticipate industry...Private practice
- ...Vice President, Accounting and Finance About the Company Industry leading insurance organization Industry Insurance Type Privately Held About the Role The Company is seeking a VP of Finance and Accounting to play a pivotal role in the organization...
- ...Vice President, Value Based Care Operations About the Company Premier cardiology group Industry Hospital & Health Care Type Privately Held Employees 201-500 Specialties ~ cardiology About the Role The Company is seeking a VP, Value Based...
- ...Vice President, Finance & Administration About the Company Esteemed organization providing supportive services to family childcare... ...management, including oversight of facilities, vendor relationships, and business compliance. Applicants must have a passion for...Remote work
- ...Vice President, Communications About the Company Rapid-growing healthcare technology (HealthTech) company Industry Information... ...owning the earned media strategy, building and nurturing relationships with a diverse range of media, and identifying opportunities...
- ...Vice President, Corporate Communications About the Company Globally-recognized market research & analytics firm Industry Market Research Type Privately Held, Private Equity-backed Founded 2023 Employees 5001-10,000 Categories ~ Market Research...
- ...Senior Vice President of Insights & Creative Strategy About the Company A communications agency specializing in insights, planning, and creative strategy. Industry Marketing and Advertising Type Privately Held About the Role The Company is seeking...
- ...Vice President of Engineering, Applications About the Company Builds a proactive smart assistant for everyday users with reliable AI workflows. Industry Computer Software Type Privately Held About the Role The Company is seeking a Vice President...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Vice President, Relationship Director & Investment Specialist. Be the first to apply!
Related searches
- vp infrastructure Oklahoma City, OK
- vice president transformation Oklahoma City, OK
- vp transformation Oklahoma City, OK
- senior vice president of business development Oklahoma City, OK
- vice president strategic partnerships Oklahoma City, OK
- vice president global communications Oklahoma City, OK
- vice president analytics Oklahoma City, OK
- vice president of application development Oklahoma City, OK
- vice president of digital marketing Oklahoma City, OK
- vp project management Oklahoma City, OK