Senior Investment Specialist

Prinse, LLC; South Carolina; On-site; USD 60,000 - 123,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

Disability

401(k) and Roth

Paid Time Off

HSA

FSA

Relocation packages

Job summary

Movement seeks an experienced investment leader to drive strategy, partnerships, and client engagement across the investment consulting ecosystem. You will craft presentations for meetings, respond to RFPs, and work with the CEO to prepare for opportunities and due diligence with clients.

You will analyze markets, gather insights from clients and consultants, and help steer scalable product development. This role requires strong leadership, communication, and strategic thinking in a dynamic

Qualifications

• Bachelor’s degree in Finance, Accounting, or related field. MBA/CPA preferred.
• Proven experience as an investment professional or in a similar leadership role.
• Strong knowledge of financial planning, analysis, and investment management.
• Understanding of the conservative movement, government pensions, and investments is a plus.
• Excellent leadership and communication skills.

Responsibilities

• Developing and completing presentations for client and prospect meetings.
• Managing and responding to RFPs.
• Develop and maintain strong partnerships with the investment consultant community.
• Understand the preferences of the different consultants and deploy that intelligence across the firm to enable a focused sales and marketing effort and targeted product positioning.
• Participating in and working with the CEO to prep for client meetings – both for new business opportunities and ongoing due diligence with clients
• Conducting research and bringing proactive ideas to the forefront for client and prospect firms
• Coordinating information with CEO for meeting preparation, client agendas, discussing client issues and gathering follow-up information
• Building relationships with and leveraging shared resources across the affiliates to communicate and relay sales and market intelligence
• Provide input to business strategy/planning, working collaboratively with colleagues to enhance the client experience by communicating plans, on-going client issues, and client engagement strategies
• Gather information from clients and consultants and provide input to drive scalable product development strategy

Skills

Investment leadership

Financial analysis

Strategic thinking

Leadership

Communication skills

Education

Bachelor’s degree in Finance, Accounting, or related field

MBA/CPA preferred

Job description

Join the company defining what it means to be an Impact Lender! Mortgages are what we do, but that doesn't define who we are. In 2008, Movement disrupted the industry with the innovative 6-7-1 mortgage process. In 2023, we pioneered again, helping launch Impact Lending – a new category of lending. Any mortgage lender that commits at least 10% of its profits to helping the neighborhoods it serves is an Impact Lender. At Movement, we are Impact Lenders. We give 40%-50% of our profits to making an impact in our communities. For us, purpose and people have always come before profit.

Responsibilities:

• Developing and completing presentations for client and prospect meetings
• Managing and responding to RFP’s
• Develop and maintain strong partnerships with the investment consultant community.
• Understand the preferences of the different consultants and deploy that intelligence across the firm to enable a focused sales and marketing effort and targeted product positioning.
• Participating in and working with the CEO to prep for client meetings – both for new business opportunities and ongoing due diligence with clients
• Conducting research and bringing proactive ideas to the forefront for client and prospect firms
• Coordinating information with CEO for meeting preparation, client agendas, discussing client issues and gathering follow-up information
• Building relationships with and leveraging shared resources across the affiliates to communicate and relay sales and market intelligence
• Provide input to business strategy/planning, working collaboratively with colleagues to enhance the client experience by communicating plans, on-going client issues, and client engagement strategies
• Gather information from clients and consultants and provide input to drive scalable product development strategy

Qualifications:

• Bachelor’s degree in Finance, Accounting, or related field (MBA/CPA preferred).
• Proven experience as a investment professional or in a similar investment leadership role.
• Deep knowledge of financial planning, analysis, and investment management.
• A strong understanding of the conservative movement, government pensions, and investments is a plus.
• Excellent leadership and communication skills.
• Strategic thinker with a track record of driving financial growth.
• Ability to thrive in a dynamic and innovative environment.

The expected salary range for this position is between: $59,900.00 - $123,400.00 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

We also offer a benefits package that includes: Competitive pay

Benefits:

• Medical
• Dental
• Vision
• Life
• Disability
• Critical Care
• Hospitalization
• HSA
• FSA
• DCFSA and QTE
• Retirement plan: 401(k) and Roth
• Paid Time Off: 16 days front loaded.
• Prorated based on the start date month
• 11.5 paid holidays per year
• Employee assistance program
• Excellent career growth opportunity
• Fun, team-focused working environment
• Employee driven community outreach program
• Relocation packages available

The application window is anticipated to close on: March 10, 2025

We’re definitely not your average mortgage company. When you’re ready to grow your career AND your impact, we’re ready for you. We’re also one of the nation’s top lenders and are redefining corporate culture. We work hard, we have fun, we invest in our people and we make a difference. Sound like a plan? Good. Learn more at www.movement.com.

We are committed to being a Movement of Change in the mortgage industry, in corporate cultures and in communities – our mission to love and value people drives everything we do.