Top Investment Executive jobs in Indiana

Top Investment Executive plans and directs all aspects of an organization's investment programs. Oversees the research, evaluation and selection of investment vehicles and makes decisions to align the investment selections with the organization's goals and risk tolerance. Being a Top Investment Executive requires a bachelor's degree. Demonstrates expertise in a variety of the field's concepts, practices, and procedures. Additionally, Top Investment Executive typically reports to top management. The Top Investment Executive manages a departmental function within a broader corporate function. Develops major goals to support broad functional objectives. Approves policies developed within various sub-functions and departments. Comprehensive knowledge of the overall departmental function. To be a Top Investment Executive typically requires 8+ years of managerial experience. (Copyright 2024 Salary.com)

F
Investment Executive
  • Fifth Third Bank
  • Michigan, IN FULL_TIME
  • Make banking a Fifth Third better

    We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

    GENERAL FUNCTION:

    Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.

    Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

    ESSENTIAL DUTIES AND RESPONSIBILITIES:

    • Achieving sales goals while serving the clients' best interests.
    • Plan and conduct individual and group coaching sessions with retail bank employees.
    • Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
    • Handle daily client needs and problems and prioritize and delegate tasks to resolve.
    • Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
    • Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
    • Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
    • Ability to delegate tasks and follow-through.
    • Prepare necessary internal reports for sales tracking.
    • Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
    • Conduct internal and external seminars to focus on business development and growth.
    • Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
    • Serves as a coach and mentor for licensed bank employees.
    • Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
    • Guide and promote progress toward established goals for team.
    • Recognize and reward achievement of goals.

    MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

    • Prior Brokerage Industry Experience.
    • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.
    • Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
    • Ability to motivate others in a team environment.
    • Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
    • Demonstrated ability to simplify and communicate complex financial concepts.
    • Proven experience in building strong internal and external client relationships.
    • Highly developed knowledge of the securities business, investment products and financial solutions.
    • Highly developed sales and presentation skills.
    • Travel required within assigned territory.

    Investment Executive

    LOCATION -- Michigan City, Indiana 46360

    Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

     

  • 7 Days Ago

J
Investment Services Executive
  • Jackson County Bank
  • Greenwood, IN FULL_TIME
  • DescriptionActively pursues new business for JCB Investment Services primarily through direct marketing activity and referrals provided by bank employees. Seeks opportunities for relationship building...
  • 8 Days Ago

J
Investment Services Executive
  • Jackson County Bank
  • Bloomington, IN FULL_TIME
  • DescriptionActively pursues new business for JCB Investment Services primarily through direct marketing activity and referrals provided by bank employees. Seeks opportunities for relationship building...
  • 1 Month Ago

H
Client executive
  • Hispanic Technology Executive Council
  • Indianapolis, IN FULL_TIME
  • Industry Client Executive (Manufacturing) Why WWT? At World Wide Technology, we work together to make a new world happen.Ourmost important work benefits our clients and partners as much as it does our...
  • 1 Month Ago

H
Industry Client Executive (Manufacturing)
  • Hispanic Technology Executive Council
  • Indianapolis, IN FULL_TIME
  • Industry Client Executive (Manufacturing) Why WWT? At World Wide Technology, we work together to make a new world happen.Ourmost important work benefits our clients and partners as much as it does our...
  • 1 Month Ago

B
Investment Analyst
  • Buckingham Companies
  • Indianapolis, IN FULL_TIME
  • Overview Buckingham is seeking someone who is driven, experienced, and proficient in real estate acquisition and development underwriting, market and demographic research, portfolio and investor repor...
  • 21 Days Ago

D
Investment Associate
  • Dolan McEniry Capital Management, LLC
  • Chicago, IL
  • Dolan McEniry Capital Management, a Chicago based investment management company, is looking to hire an entry-level, fixe...
  • 3/28/2024 12:00:00 AM

J
Investment Associate
  • JW Michaels & Co.
  • Our client, a growing long/short equity investment firm with ~$1b AUM, is currently seeking an Investment Associate/Anal...
  • 3/27/2024 12:00:00 AM

S
Investment Associate
  • Spencer Ogden
  • Minneapolis, MN
  • Job Title: Private Equity Investment Associate Location: Minnesota Overview: As a Private Equity Investment Associate ba...
  • 3/26/2024 12:00:00 AM

F
Investment Executive.
  • Fifth Third Bank
  • Effingham, IL
  • Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? ...
  • 3/26/2024 12:00:00 AM

K
Investment Associate
  • Keyframe
  • New York, NY
  • To be considered for this job, you must fill out this form: https://airtable.com/appzdfLdfNdv6tK2K/shrL66fe36jDW5GiQ Abo...
  • 3/25/2024 12:00:00 AM

C
Senior Investment Executive
  • Cetera Investment Services LLC
  • Du Bois, PA
  • We are looking for a motivated individual to fill the role of a Senior Investment Executive for Farmers National Investm...
  • 3/24/2024 12:00:00 AM

R
Investment Associate
  • Riverview
  • Vancouver, WA
  • You will find a lot more at Riverview Bank! Finding a place to grow, contribute and make a difference is what you will f...
  • 3/24/2024 12:00:00 AM

H
Investment Associate
  • Helmsley
  • New York, NY
  • Organization The Leona M. and Harry B. Helmsley Charitable Trust ("Helmsley") is a global philanthropy driven by a visio...
  • 3/24/2024 12:00:00 AM

Indiana /ˌɪndiˈænə/ (listen) is a U.S. state located in the Midwestern and Great Lakes regions of North America. Indiana is the 38th largest by area and the 17th most populous of the 50 United States. Its capital and largest city is Indianapolis. Indiana was admitted to the United States as the 19th U.S. state on December 11, 1816. Indiana borders Lake Michigan to the northwest, Michigan to the north, Ohio to the east, Kentucky to the south and southeast, and Illinois to the west. Before becoming a territory, various indigenous peoples and Native Americans inhabited Indiana for thousands of ye...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$369,094 to $757,769

Top Investment Executive in Monroe, LA
It takes approximately fifteen years of experience in order to reach the level of ability required to be among the top investment executives.  Educationally a bachelors degree is required to work in this position with a background in financial services such as accounting or banking, administrative and managerial duties enabling for better job performance.
December 13, 2019
Top Investment Executive in Lubbock, TX
Whether working in an office as an investment executive online you should have the ability to learn quickly and research effectively without supervision.
February 15, 2020
Top Investment Executive in Tacoma, WA
A top investment executive should possess computer literacy, numeric skills and communication skills.
December 03, 2019