Top Investment Executive jobs in Michigan
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)
Recently Added Top Investment Executive jobs
Investment Executive
- Fifth Third Securities, Inc.
-
Michigan, MI
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. Introduce yourself to our team to stay connected on future opportunities. We look forward to finding the right place for you. Are you ready to take the next step? Fifth Third Bank, National Association is one of the top-performing banks in the country, with a history that spans more than 150 years. We’ve staked our claim on looking at things differently to make banking a Fifth Third better. This applies to our relationships with customers and employees alike. We employ about 18,000 people while offering: • A chance for employees to build their future, with supportive career development and comprehensive health and financial wellness programs. • An environment where we win together by celebrating achievements and working collaboratively. • An opportunity to make a difference in a positive and lasting way. Everything we do is geared toward improving lives. We’re proud that Fifth Third is a warm and caring place to grow – as a customer and as a team member.
- 1 Month Ago
Associate Client Investment Lead
- GroupM Investment
-
Detroit, MI
FULL_TIME
- Mindshare delivers Good Growth for its clients. As “Growth Architects," we drive growth that benefits all stakeholders — better for people, planet, and business — by using media with intention. This a...
- 1 Month Ago
MEDC Corporate: Semiconductor, Innovation and Investment Executive
- State of Michigan
-
Lansing, MI
FULL_TIME
- NOTE: THIS IS A MEDC CORPORATE POSITION - THIS IS NOT A STATE OF MICHIGAN CLASSIFIED POSITION. At MEDC, we help Michiganders prosper by investing in our businesses and communities, enabling the growth...
- Just Posted
Ice Cream Server/Cashier
- Top This - Kentwood
-
Grand Rapids, MI
OTHER,TEMPORARY,FULL_TIME,PART_TIME
- About us Top This - Kentwood, is a small business in Grand Rapids, MI. Our goal is to put a smile on the customers face! We're a small, family-owned ice cream shop seeking fun and friendly people to w...
- 13 Days Ago
Controller
- Top Grade
-
Hamilton, MI
FULL_TIME
- SUMMARY OF POSITION:The Controller will provide leadership, direction, and management for all aspects of accounting including but not limited to invoicing, collecting, recording, paying bills, bank re...
- 14 Days Ago
Estimator / Project Manager
- Top Grade
-
Hamilton, MI
FULL_TIME
- Job Title: Estimator/Project Manager- Top Grade Site Management Reports To: Chief Operating Officer- Top Grade Family of Companies Job Description: The estimator of the Top Grade (TG) Site division is...
- 1 Month Ago
Top Investment Executive jobs at Popular Companies
Investment Associate
- Chicago Pacific Founders
-
San Francisco, CA
- FIRM OVERVIEW Based in Chicago and San Francisco, Chicago Pacific Founders ("CPF") is a leading strategic private equity...
- 4/25/2024 12:00:00 AM
Partnerships and Investments Officer
- Bellevue Lifespring
-
Bellevue, WA
- Do you want to join a high-performing team of dedicated professionals who work effectively together, have fun, and suppo...
- 4/25/2024 12:00:00 AM
Investment Associate
- Dartmouth Partners
-
Chicago, IL
- I've partnered with a leading Real Estate Private Equity firm in Chicago, managing over $10bn. The team is looking to ad...
- 4/25/2024 12:00:00 AM
Investment Associate
- Lhh
-
Seattle, WA
- Email your word document resume to Courtney.Fenner@LHH.com and reference the subject as Investment Associate Title: Inve...
- 4/25/2024 12:00:00 AM
Investment Associate
- Hirewell
-
Dallas, TX
- Job Responsibilities Deliver exceptional client service through proactive communication with responsiveness, professiona...
- 4/24/2024 12:00:00 AM
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...
- 4/23/2024 12:00:00 AM
Partnerships and Investments Officer
- Bellevue LifeSpring
-
Bellevue, WA
- Do you want to join a high-performing team of dedicated professionals who work effectively together, have fun, and suppo...
- 4/23/2024 12:00:00 AM
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...
- 4/21/2024 12:00:00 AM
About Michigan
Michigan consists of two peninsulas that lie between 82°30' to about 90°30' west longitude, and are separated by the Straits of Mackinac. The 45th parallel north runs through the state—marked by highway signs and the Polar-Equator Trail—along a line including Mission Point Light near Traverse City, the towns of Gaylord and Alpena in the Lower Peninsula and Menominee in the Upper Peninsula. With the exception of two small areas that are drained by the Mississippi River by way of the Wisconsin River in the Upper Peninsula and by way of the Kankakee-Illinois River in the Lower Peninsula, Michigan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$374,380 to $768,613
Most Popular Cities in Michigan for Top Investment Executive Jobs
What does a Top Investment Executive do?
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