Highland Associates Investment Consultant

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 Investment Consultant serves as the face of the business to clients and prospective clients. The Consultant is responsible for delivering a high standard of client service through coordinating Highland’s teams and resources to meet client needs. The Consultant helps the firm develop and acquire new relationships through participating in Highland’s business development process.

Primary Responsibilities
Serves as the primary relationship manager for smaller relationships and supports Senior Consultants on larger relationships
Maintains a constant dialogue with clients, executing client deliverables to high standards of quality and accuracy
Leads the work of the consulting support team to complete a variety of special projects including: enterprise risk management evaluations, asset allocation studies, investment policy revisions, manager searches, portfolio rebalancing, letters of instruction, etc.
Possesses general knowledge of recommended investment management firms, products, and strategies
Writes, edits, and proofreads client communications and training materials for clients about various investment topics
Participates in internal investment committee and/or subcommittee meetings, as needed
Participates in conferences and seminars, fostering relationships with existing & prospective clients
Actively participates in business development efforts, RFP responses and final presentations

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
Five (5) years of experience in the Investment Management and/or Financial Services industry

Preferences
Chartered Financial Analyst (CFA), Certified Public Account (CPA) or other relevant professional designation

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 in Birmingham, AL, Clayton, MO, or Minneapolis, MN.

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

Position Type Full time

Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for 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

Bring Your Whole Self to Work

We have a passion for creating an inclusive environment that promotes and values diversity of race, color, national origin, religion, age, sexual orientation, gender identity, disability, veteran status, genetic information, sex, pregnancy, and many other primary and secondary dimensions that make each of us unique as individuals and provide valuable perspective that makes us a better company and employer. More importantly, we recognize that creating a workplace where everyone, regardless of background, can do their best work is the right thing to do.

OFCCP Disclosure: Equal Opportunity Employer/Disabled/Veterans