Top Investment Executive jobs in Utah

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)

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Investment Banker
  • Now CFO
  • Salt Lake, UT FULL_TIME
  • Responsibilities:

    • Develop and implement strategic initiatives to identify and engage prospective clients, leveraging your experience as a business broker and cultivating new relationships within the business community.
    • Utilize your comprehensive understanding of the deal process to provide valuable insights to clients.
    • Lead the end-to-end management of M&A transactions, drawing on your experience running deals from start to finish, including deal sourcing, negotiation, due diligence, and closing.
    • Collaborate closely with internal teams to develop compelling pitch materials, conduct thorough due diligence, and structure deals that align with clients' objectives.
    • Act as a trusted advisor to clients, offering strategic guidance and expert advice to support their decision-making process and achieve their financial goals.
    • Stay abreast of industry trends, market dynamics, and emerging opportunities to proactively identify new business prospects and drive revenue growth.

    Requirements:

    • 5-10 years of experience in investment banking or related fields, with a proven track record of success in client acquisition and deal execution.
    • Experience as a business broker, with a strong understanding of the business sales process and proven ability to facilitate successful transactions.
    • Proficiency in evaluation methods and financial analysis techniques, with the ability to identify value drivers and potential risks.
    • Possession or be willing to pass SIE test within the first year.
    • Demonstrated experience in independently managing M&A transactions from inception to completion, including deal sourcing, negotiation, due diligence, and closing.
    • Excellent communication and interpersonal skills, with the ability to build rapport and establish credibility with clients and stakeholders.
    • Entrepreneurial mindset with a proactive approach to identifying and pursuing new business opportunities.
    • Bachelor's degree in finance, business administration, or a related field; MBA or CFA designation preferred.
    • Real estate and/or insurance license preferred.

    Benefits:

    • Uncapped earning potential with a competitive commission-based compensation structure.
    • Opportunity to work with a dynamic and collaborative team of industry professionals.
    • Flexibility to work remotely and manage your own schedule.
    • Access to a professional team of analysts and a family of companies for support to facilitate professional development and career advancement.

    If you're a results-oriented professional with experience in both investment banking and business brokerage, and you're passionate about driving business growth and facilitating successful transactions, we invite you to apply for this exciting opportunity to join the NOW Exit team. Please submit your resume detailing your relevant experience and why you're the ideal candidate for this role. We look forward to hearing from you!

  • 1 Month Ago

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Investment assistant
  • Atria Wealth Solutions
  • American Fork, UT FULL_TIME
  • CUSO Financial Services, LP. (CFS) is seeking an Investment Sales Assistant to support one of our Financial Advisors at America First Credit Union in the American Fork, UT area. As an Investment Sales...
  • 30 Days Ago

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Employee Benefits/Executive Compensation Attorney
  • Ascension Global Staffing & Executive Search
  • Salt Lake, UT FULL_TIME
  • Ascension Global Staffing & Executive Search, a Hispanic Women Owned & Operated National Recruiting Firm stands at the forefront of innovation and excellence. Led by a visionary team with a deep commi...
  • 1 Month Ago

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Crew member
  • Top Shelf Restaurants, Utah
  • Murray, UT FULL_TIME
  • Jersey Mike's Subs has been making amazing subs since 1956 in Point Pleasant New Jersey! The Jersey Mikes tradition was founded on a strong sense of community and commitment to the personal and profes...
  • Just Posted

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Sales Representative
  • Top Tier Solar Solutions
  • Bountiful, UT CONTRACTOR,TEMPORARY,FULL_TIME
  • Position Summary: Top Tier Solar Solutions is seeking a self-motivated Sales Representative to join our team in the Bountiful, UT area. The ideal candidate will be a motivated, results-driven individu...
  • Just Posted

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Cake Decorator/Bakery Associate
  • Top Tier Cake Shoppe
  • Ogden, UT PART_TIME
  • ```Job Summary: We are seeking a skilled and passionate cake decorator to join our team. As a cake decorator, you will be responsible for properly decorating cakes, cookies, cupcakes, and other bakery...
  • 1 Day Ago

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Investment Associate
  • Hirewell
  • Dallas, TX
  • Job Responsibilities Deliver exceptional client service through proactive communication with responsiveness, professiona...
  • 4/24/2024 12:00:00 AM

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Investment Associate
  • LMK Recruiting Solutions
  • Position Overview: As a Real Estate Disposition Associate at Vertigo, you will play a pivotal role in managing the succe...
  • 4/24/2024 12:00:00 AM

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Investment Associate
  • Chicago Pacific Founders
  • Chicago, IL
  • FIRM OVERVIEW Based in Chicago and San Francisco, Chicago Pacific Founders ("CPF") is a leading strategic private equity...
  • 4/24/2024 12:00:00 AM

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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

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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

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Investment Associate
  • LHH
  • Seattle, WA
  • Email your word document resume to Courtney.Fenner@LHH.com and reference the subject as Investment Associate Title: Inve...
  • 4/23/2024 12:00:00 AM

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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

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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...
  • 4/20/2024 12:00:00 AM

Utah is known for its natural diversity and is home to features ranging from arid deserts with sand dunes to thriving pine forests in mountain valleys. It is a rugged and geographically diverse state that is at the convergence of three distinct geological regions: the Rocky Mountains, the Great Basin, and the Colorado Plateau. Utah is one of the Four Corners states, and is bordered by Idaho in the north, Wyoming in the north and east; by Colorado in the east; at a single point by New Mexico to the southeast; by Arizona in the south; and by Nevada in the west. It covers an area of 84,899 sq mi ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$360,724 to $740,578

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