Highland Associates Associate Investment Consultant

Regions Bank; Birmingham (AL); On-site; USD 67,000 - 94,000; Full time

Job summary

An established industry player seeks a driven Associate Investment Consultant to enhance client relationships and deliver customized investment solutions. This role involves collaborating with Senior Consultants, managing client communications, and supporting the asset allocation process. The ideal candidate will thrive in a team environment and possess strong organizational and communication skills. Join a dynamic firm that values integrity and performance, offering a comprehensive benefits package and opportunities for career growth. If you're passionate about finance and eager to make an impact, this is your chance to shine.

Benefits

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Qualifications

• Bachelor’s degree in a relevant field is required.
• Experience in Investment Management or Financial Services is preferred.

Responsibilities

• Support Senior Consultants with client relationships and investment solutions.
• Coordinate with research and operations teams to meet client needs.
• Assist in producing quarterly client materials and reports.

Skills

Client Relationship Management

Investment Solutions Development

Communication Skills

Organizational Skills

Team Collaboration

Education

Bachelor's Degree in Finance or Related Field

Job description

Highland Associates Associate Investment Consultant

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Highland Associates Associate Investment Consultant

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Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description

At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering a high standard of client service, developing customized investment solutions and managing client relationships, under the direction and guidance of Consultants and Senior Consultants. The Associate Consultant helps the firm develop and acquire new relationships through supporting the business development process.

Responsibilities

Primary Responsibilities

• Supports Senior Consultants and Consultants with client relationships
• Participates in routine dialogue with clients, as needed
• Coordinates the efforts of Highland Associate’s Research, Portfolio Operations, and Performance Teams to ensure client needs are satisfied
• Supports the asset allocation process including: performing strategic client evaluations, portfolio modeling and optimization, manager positioning, developing portfolio recommendations and monitoring the investment policy statement for relevance and updates to reflect any recommendations and rebalances portfolios accordingly
• Supports the production of the quarterly client materials and special reports for client presentations such as: manager searches, asset allocation recommendations and education sessions
• Executes client deliverables to high standards of quality and accuracy
• Develops a general knowledge of recommended investment management firms, products, and strategies
• Supports the production of client communications and client training materials about various investment topics
• Participates in internal investment committee and/or subcommittee meetings, as needed
• Supports request for proposal (RFP) production
  
  

This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.

This position is incentive eligible.

Requirements

• Bachelor’s degree in a relevant field
  
  

Preferences

• Previous experience working in the Investment Management and/or Financial Services industry
• Progress toward professional designation(s) such as Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA)
  
  

Skills and Competencies

• Demonstrable success in a team environment
• Demonstrates high energy and strong drive for results
• Excellent communication skills, both verbal and written
• Strong organizational and presentation skills
  
  

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis.

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Minimum

Job Range Target:

$67,694.00 USD

Median

$93,740.00 USD

Incentive Pay Plans

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program
  
  

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/welcometour/benefits.rf

Location Details

Highland Associates - Birmingham

Location:

Birmingham, Alabama

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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