Current jobs related to Institutional Growth Consultant - Dallas - Hilltop Securities Inc
-
Growth Strategy Consultant
1 week ago
Dallas, Texas, United States Miracom Hive Full timeGrowth Strategy Consultant - Drive Business Expansion and Success Are you a motivated and persuasive professional with a keen interest in fostering business growth? We are looking for a Growth Strategy Consultant to play a pivotal role in our company's development. Key Responsibilities: Identify and analyze potential clients and market opportunities for...
-
Senior Institutional Advisor
3 months ago
Dallas, Texas, United States BOK Financial Full timeReq ID:74690Location:Dallas -DALAreas of Interest:Wealth ManagementPay Transparency Salary Range:Not AvailableApplication Deadline:05/31/2024BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado, Kansas,...
-
Senior Institutional Advisor
3 months ago
Dallas, United States BOK Financial Full timeReq ID:74690 Location:Dallas -DAL Areas of Interest:Wealth Management Pay Transparency Salary Range:Not Available Application Deadline:05/31/2024 BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a top U.S.-based financial services holding company with operations in Oklahoma, Texas, Arizona, Arkansas, Colorado,...
-
Consulting Associate
7 days ago
Dallas, Texas, United States Third Bridge Full timeCompany OverviewAbout Third BridgeThird Bridge stands as a premier investment research organization. We deliver comprehensive solutions to the world’s leading investors and business executives, enabling them to make informed and timely decisions. Our unique offering combines human insights with exclusive investor-led content and a global network of...
-
Consulting Associate
7 days ago
Dallas, Texas, United States Third Bridge Full timeCompany OverviewAbout Third BridgeThird Bridge stands as a premier investment research organization. We deliver comprehensive solutions to the world's leading investors and business executives, empowering them to make informed and timely decisions. Our unique offering combines human insights with exclusive investor-driven content and a vast expert network,...
-
Dallas, United States Fisher Investments Full timeThe Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors,...
-
Consulting Associate
7 days ago
Dallas, Texas, United States Third Bridge Full timeCompany OverviewAbout Third BridgeThird Bridge stands as a premier investment research organization. We deliver comprehensive solutions for leading investors and corporate executives, enabling them to make informed and timely decisions. Our unique offering combines expert insights with investor-driven content, supported by a global network of specialists. We...
-
Dallas, Texas, United States GuideStone Full timeJoin GuideStone's Investment Services TeamAt GuideStone, we are committed to fostering an environment that promotes the spiritual, relational, financial, physical, and professional growth of our team members. Our organizational culture is built on the principles of excellence, collaboration, humility, integrity, compassion, and stewardship.Benefits of...
-
Dallas, Texas, United States GuideStone Full timeJoin GuideStoneAt GuideStone, we are dedicated to fostering a workplace that prioritizes the spiritual, relational, financial, physical, and professional growth of our team members. Our organizational culture emphasizes excellence, collaboration, humility, integrity, compassion, and stewardship.What We ProvideWe offer a comprehensive benefits package,...
-
Dallas, Texas, United States GuideStone Full timeJoin GuideStoneAt GuideStone, we are committed to fostering an innovative environment that prioritizes the spiritual, relational, financial, physical, and professional growth of our team members. Our organizational culture is built on the principles of excellence, collaboration, humility, integrity, compassion, and stewardship.What We ProvideWe offer a...
-
DEI Business Growth
4 weeks ago
Dallas, Texas, United States JPMorganChase Full timeJob Description The Office of Diversity, Equity & Inclusion (DEI) is responsible for the development and implementation of the firm's global DEI strategy. This includes initiatives that strengthen our culture and ensure that DEI is incorporated into the firm's products and services. JPMorgan Chase is working to drive a diverse and inclusive culture for our...
-
Principal Cybersecurity Consultant
3 months ago
Dallas, United States Capco Full timeAbout the Team Joining Capco means joining an organization that is committed to an inclusive working environment where you are encouraged to #BeYourselfAtWork. Capco Cybersecurity is a multi-faceted team focused on the evaluation, strategy definition, and execution of risk-minded solutions for leading organizations across the Financial Services industry. We...
-
Dallas, United States Fisher Investments Full timeThe Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors,...
-
Client Service Consultant
4 weeks ago
Dallas, United States Matter Family Office Full timeCompany Description At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family's goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve...
-
Strategic Business Consultant
1 week ago
Dallas, Texas, United States Capco, a Wipro Company Full timeAbout the Team:Capco, a Wipro Company, is a premier global consultancy specializing in management and technology solutions tailored for the Financial Services, Energy, and Insurance sectors. Our focus is on delivering client-centric strategies that drive efficiency and innovation. We engage in modern platform implementations, digital transformation...
-
Dallas, Texas, United States GuideStone Full timeJoin GuideStone's TeamAt GuideStone, we are committed to fostering an environment that promotes the spiritual, relational, financial, physical, and professional growth of our team members. Our organizational culture is built on the principles of excellence, collaboration, humility, integrity, compassion, and stewardship.What We ProvideWe offer a...
-
Dallas, Texas, United States Urban Creek Consulting Full timePosition OverviewAbout Urban Creek Consulting:At Urban Creek Consulting, we are dedicated to driving transformation. Our goal is to cultivate followers into leaders and empower those leaders to become agents of change. As we pursue our ambitious revenue targets, we are eager to welcome motivated individuals to our team. We pride ourselves on nurturing a...
-
Dallas, Texas, United States GuideStone Full timeJoin GuideStone's Investment Services TeamAt GuideStone, we are committed to fostering an environment that nurtures the spiritual, relational, financial, physical, and professional growth of our employees. Our culture is built on the principles of excellence, teamwork, humility, integrity, compassion, and stewardship.What We ProvideWe offer a comprehensive...
-
Client Service Consultant
3 months ago
Dallas, United States Matter Family Office Full timeCompany Description At Matter Family Office, families are our number-one priority. We lead the way on a purpose-driven path that combines a family's goals and values with our technical excellence. By guiding families through strategies that foster communication, planning, and intentional decision-making around wealth, Matter helps the families we serve...
-
Territory Sales Consultant
1 week ago
Dallas, Texas, United States Technical Safety Services Full timeAbout Us:Technical Safety Services (TSS) is a prominent independent provider of laboratory and hospital services, with a strong presence across the United States. Our clientele includes top-tier life sciences and healthcare organizations, as well as esteemed research institutions. We specialize in delivering environmental monitoring solutions, alongside...
Institutional Growth Consultant
2 months ago
HilltopSecurities is currently looking to hire an Institutional Growth Consultant. The Wealth Management Advisory Services and Products team provides holistic product solution from financial planning, income solutions, fee-based solutions and services to registered advisors in Hilltop Securities’ Private Client Group (PCG), Hilltop Independent Network (HTIN) and correspondent firms (Correspondents) who provide advisory services to high net worth and institutional clients. Wealth Management Product solutions partner will be responsible for helping advisors increase utilization of wealth management product solutions and service within advisors new and existing business.
Responsibilities:
Proactively work with financial advisors across all channels to support their efforts incorporating the use of financial planning, income solutions, and fee-based advisory services into their practices.
Act as a consultant to advisors comparing options between different product and service solutions to meet specific client needs.
Counsel advisors to engage cross-selling opportunities, when appropriate, to achieve investor goals
Assist with all aspects of solution design, including financial planning, product selection, proposal generation, and support closing the opportunity.
Participate in conference calls or appointments with the advisor and client.
Cultivate advisor relationships to grow retail efforts across varying products on the Wealth Management platform.
Interacts with other team members and Hilltop divisions to coordinate the delivery of service to clients
Markets holistic product and advisory services to Financial Advisors.
Assist with delivering advisor training on the suite of products, platform and services. This may include development of the training.
Support recruiting efforts by prospective advisors or correspondents to educate them on our on our holistic product solutions.
Maintain current knowledge of investment managers, product enhancements and industry trends.
Assist with special projects and tasks as assigned.
Qualifications:
Bachelor’s degree
5 years or more of financial services experience
Series 7 and Series 65 or 66 required.
CFP Designation is highly desired
Insurance License or willingness to obtain
Strong client service skills and interpersonal skills (communicative and outgoing), including the abilities to elicit information, actively listen, and clearly communicate.
Must be able to provide complete and concise explanations of products to advisors and clients.
Detail oriented with excellent organization skills, follow through skills and ability to multi-task.
Excellent analytical, communication skills both verbal and written.
Ability to work under pressure in a fast-paced and deadline-oriented environment.
Strong computer skills required with experience in Microsoft Office.
Previous experience making sales presentations to small groups.
Travel will be required for training and client appointments
Prior experience with the Envestnet platform, MoneyGuidePro, and Redtail a plus
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
About the Company:
At HilltopSecurities, we believe in building collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success.
As a subsidiary of Hilltop Holdings, which also encompasses PlainsCapital Bank and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.
#J-18808-Ljbffr
