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Regional Director of Investment Management Solutions (IMS) in Dallas, TX at 1st Global

Date Posted: 11/13/2018

Job Snapshot

Job Description

The Regional Director of Investment Management Solutions (IMS) helps advisors grow their IMS businesses through coaching, consulting, and education on the advisory platform.

Essential Duties/Responsibilities:

• Coach advisors to increase their IMS assets under management, including assisting in client meetings for large cases.

• Consulting: these services focus on professional advice regarding portfolio design, client communications and marketing strategies, in addition to other specific needs identified during the engagement.

• Educate advisors on the defining characteristics and benefits of the IMS platform.

Dimensions/Scope Data:

• Consultants measured against quarterly asset gathering goals in their territories.

• Consultants measured against staying within budget for travel and territory management.

Knowledge, Skills and Abilities:

• Strong attention to detail and ability to multi-task

• Must be able to manage territory including travel schedule and budget

• Must possess excellent verbal and written communication skills

• Must possess strong analytical and problem solving skills

• Must have a proven record of excellence in a fast-paced environment

• Must have the ability to work effectively independently, as well as in a team environment

• Must have strong computer skills, including proficiency in MS Office applications

Minimum Education Required:

• Bachelor’s degree, MBA a plus

Licenses/Certifications Required:

• Series 7/66 strongly desired or must be obtained within first 90 days.

• Professional designations like CFP, CIMA, AIF a plus

Minimum Specific Experience Required:

• At least 6 years of financial services industry experience with a background in investment consulting, investment product sales and/or providing financial advice to end clients

• Experience in interacting with financial advisors is a must

Travel: • Estimated % of time required to travel – 75%

Reasonable Accommodations: Applicants and employees who require reasonable accommodation to complete the duties and responsibilities described above should notify Human Resources.

Disclaimer: The preceding job description has been designed to indicate the general nature and essential duties and responsibilities of work performed by employees within this classification. It may not contain a comprehensive inventory of all duties, responsibilities, and qualifications required of employees to do this job. Additionally, this document is not an employment contract. The company reserves the right to modify job duties or job descriptions at any time.


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