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 2 days ago
Similar jobs that could be interesting for youBased on the Vice President, Relationship Director & Investment Specialist in Los Angeles, CA vacancy
- ...Vice President, Investment Product Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long... ...strengthening client satisfaction, and building deep, value-add relationships. You will have the opportunity to demonstrate your...SuggestedWork at officeRemote workFlexible hoursNight shift
- ...with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses....SuggestedFull timeWork experience placementWork at officeLocal areaImmediate startFlexible hours
Banc of California
Los Angeles, CA3 days ago $139.53k - $172.36k
Job Title:Vice President, Portfolio Manager- Lender FinanceLocation:CityScapeWhat you'll do:As... .... The Portfolio Manager will work with Directors and MD’s to ensure credit risks are... ...Committee for approval.· Analyze portfolio investment performance for buy/hold/sell...SuggestedFull timeWestern Alliance Bancorporation
Los Angeles, CA5 days ago$10 per hour
...are customer focused, enjoy building relationships and providing financial advice to your... ...treasury products and partner with product specialists to onboard clients seamlessly and... ...credit cards, mortgages, auto financing, investment advice, small business loans and...SuggestedWork at officeJP Morgan Chase
Los Angeles, CA4 days ago- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing...SuggestedTemporary workWork at officeLocal areaImmediate start
JP Morgan Chase
Los Angeles, CA5 days ago $110k - $150k
...community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth... ...toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your...Full timeWork at officeLocal areaRemote workMUFG
Los Angeles, CA1 day ago- Senior Vice President, Client Processing ManagerAt BNY, our culture allows us to run our company better and enables employees’ growth and... ...global financial system, we influence nearly 20% of the world’s investible assets. Every day, our teams harness cutting-edge AI and...Work experience placementWork at officeLocal areaWorldwideFlexible hours
The Bank of New York Mellon
Los Angeles, CA2 days ago - ...holding company with over $34 billion in assets and the parent company of Banc of California. It is one of the nation’s premier relationship‑based business banks, providing banking and treasury management services to small, middle‑market, and venture‑backed businesses....Work experience placementWork at officeLocal areaImmediate startFlexible hours
- ...maintain a portfolio of influential third-party stakeholder relationships across Northern CA and or the broader assigned region (portfolio... .... Conduct analysis to inform decisions on strategy and investments; ensure alignment through annual business planning. Required...Work at officeFlexible hours
$150k
...about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and... ...and wealth capabilities across JPMorganChase. As a Vice President Relationship Manager, you'll build trusted relationships...Temporary workWork at officeImmediate start$180k - $250k
...structures and executes financing and investment solutions across games and interactive... ...program, and a governed institutional relationship platform covering LPs, sovereign investors... ...the OpportunityXsolla is seeking a Vice President, Investor Relations and Capital...Full timeWork at officeFlexible hoursXsolla
Los Angeles, CA20 hours ago$275k
...in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising... ...hire a talented and experienced Managing Director to launch and lead an Aerospace,... ...sponsor coverage, institutional referral relationships and its parent company’s large industrial...Full timeWork at officeLocal areaRemote workMUFG
Los Angeles, CA1 day ago- ...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...Freelance
$10 per hour
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship... ...knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery...Work experience placementWork at office- ...the opportunity to take your career to the next level.As an Investment Specialist in the U.S. Private Bank, you will provide support to... ...in addition to deepening and strengthening existing client relationships.Job ResponsibilitiesSupport investment reviews with clients...Work at office
JP Morgan Chase
Los Angeles, CA5 days ago $250k
...Category: Private Client Product Services, MarketCompany: CitiThe Investment Counselor Principal is a strategic professional who closely... ...Bank’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net...Full timeLocal areaCitigroup
Beverly Hills, CA5 days ago- ...Vice President, Portfolio Manager, Commercial Real Estate About the Company Established financial services group Industry... ...member of the commercial real estate group, working closely with relationship managers to provide well-structured loan solutions for commercial...
- ...Vice President of Investor Relations About the Company A growing alternative investment manager seeking to expand capital formation and investor relationships. Industry Investment Management Type Privately Held About the Role The Company is in...
- ...Vice President, Investor Relations About the Company A growing credit solutions fund with... ...experience in a similar role. Strong credit and relationship management skills are essential, and the company will also consider investment bankers with a relevant skill set....Visa sponsorship
- ...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...
- JPMorgan Chase & Co. is seeking an Investment Specialist for its U.S. Private Bank to support investors in daily activities and help bankers win new clients while deepening existing relationships. The role requires a bachelor’s degree, relevant Series licenses or the ability...
- Job Summary:This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture... ...collections, and the budget for projectsBuilds and manages client relationships; assist in developing new clients and opportunitiesEnsures/...Work at office
BDO International
Los Angeles, CA2 days ago - ...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...
- ...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...Bank staff
- GENERAL SUMMARYThe AVP/VP, Client Service Manager is responsible for establishing and managing relationships with commercial clients, providing exceptional internal and external client service, and is critical to enhancing the overall client experience at Cathay Bank for...
Cathay Bank
El Monte, CA1 day ago - ...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...
- ...Marcus & Millichap is the number one investment sales brokerage in North America, closing... ...through closing Collaborating with specialists across markets and product types Who You... ...investment sales Established client relationships and sound transaction judgment Self-directed...For contractorsLocal area
Marcus and Millichap
Los Angeles, CA1 day ago $150k - $225k
...efforts of senior leadership. The ideal candidate is a Vice President or Senior Associate with 3-6 years of experience... ...or placement agent. They will also consider an investment banker with strong credit and relationship management skills. The role’s responsibilities include...Visa sponsorshipRobin Judson Partners, Llc.
Los Angeles, CA29 days ago$115k - $190k
...firm providing a wide range of investment banking, securities,... ...Distribution, the Insured Solutions Director (ISD) is responsible for... ...areaPartner with Regional Management, Specialist and Product teams to... ...paste into your browser.Vice President:Expected base pay rates for...Temporary workWork experience placementLocal areaWorldwideHome officeMorgan Stanley
Los Angeles, CA5 days ago- ...The company is known for strong customer relationships, technical expertise, exceptional... ...stability. The company is continuing to invest in connected equipment, digital platforms... .... About the Position The Vice President of Customer Technology will lead the company...
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 Los Angeles, CA
- vice president transformation Los Angeles, CA
- vp transformation Los Angeles, CA
- senior vice president of business development Los Angeles, CA
- assistant vice president sales Los Angeles, CA
- vice president strategic partnerships Los Angeles, CA
- vice president global communications Los Angeles, CA
- vice president analytics Los Angeles, CA
- vp fp&a Los Angeles, CA
- vice president of application development Los Angeles, CA