Similar Jobs
See allDirector, Investment Strategy
Mariner Wealth Advisors
US
Investment Analysis
Client Relations
Communication
Regional Vice President of Sales (Upper Midwest)
Fisher Investments
US
Financial Services
Relationship Management
Portfolio Management
Regional Director, Broker-Dealer Advisor Group
Dimensional Fund Advisors
Sales
Relationship Management
Capital Markets
Senior Wealth Advisor, Practice Lead
Empower
US
Financial Planning
Wealth Management
Client Relationship Management
Index Portfolio Manager
SaplingsHR
Portfolio Management
Quantitative Analysis
Programming
Business Development & Advisor Engagement:
- Develop and cultivate relationships with RIAs, family offices, CIOs, and sophisticated wealth management firms.
- Generate new business opportunities through proactive outbound prospecting and networking.
- Build and manage a healthy pipeline of prospective advisor relationships.
Consultative Sales & Relationship Management:
- Educate advisors on ETF implementation, portfolio construction, tax-efficient investing, and long-term investment strategies.
- Serve as a trusted resource for advisors evaluating investment implementation decisions.
- Differentiate the firm's investment philosophy through thoughtful, consultative conversations.
Strategic Growth & Market Development:
- Partner with leadership to refine business development strategy and market positioning.
- Contribute to marketing initiatives, advisor education, and thought leadership content.
- Represent the firm at conferences, industry events, and advisor meetings.
Hill Investment Group
Hill Investment Group redefines how advisors and investors implement evidence-based investing through a differentiated ETF platform. The firm combines deep investment expertise with a collaborative, entrepreneurial culture focused on helping advisors make better portfolio decisions.