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Director of Institutional Strategies

Job Description

Ref ID: 02220-0010607307

Classification: Planning Analyst/Manager/Director

Compensation: DOE

Director of Institutional Strategies
A locally owned Kalamazoo area Financial Advisory firm is looking for a Director of Institutional Strategies for a full-time opportunity. This Director of Institutional Strategies must be able to strategize, manage, and present coherent data to large institutions of whose pensions, endowments, and other funds you will be managing. As the Director of Institutional Strategies, you will be responsible for ensuring clients continue to be happy with the service provided along with assisting in gaining more clientele. If you thrive in a dynamic work environment that offers the ability to balance multiple responsibilities, this may be the role for you, email Neal at [Click Here to Email Your Resumé].

Job Requirements

5 or more years of Wealth Management experience
CFA is a MUST HAVE
Engaging personality
Excellent attention to detail
Ability to present in front of groups
Great eye for the details
Tech Savvy

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888.490.5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-MI-Portage
Employment Type Full-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance
Other Compensation: DOE
Apply

Company Overview

Robert Half Finance & Accounting U.S

Robert Half Finance & Accounting pioneered specialized financial recruitment in 1948 and today, as a result, is the worldwide leader in the industry. We specialize in placing experienced professionals in areas such as accounting, finance, credit and collections, bookkeeping, payroll and taxation. For six decades, we have developed lasting relationships with the industry- leading companies we serve, giving us access to the best career opportunities for our candidates. Learn More

Contact Information

US-MI-Portage
Recruiter
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Snapshot
Robert Half Finance & Accounting U.S
Company:
US-MI-Portage
Location:
Full-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance
Store Type:

Job Description

Ref ID: 02220-0010607307

Classification: Planning Analyst/Manager/Director

Compensation: DOE

Director of Institutional Strategies
A locally owned Kalamazoo area Financial Advisory firm is looking for a Director of Institutional Strategies for a full-time opportunity. This Director of Institutional Strategies must be able to strategize, manage, and present coherent data to large institutions of whose pensions, endowments, and other funds you will be managing. As the Director of Institutional Strategies, you will be responsible for ensuring clients continue to be happy with the service provided along with assisting in gaining more clientele. If you thrive in a dynamic work environment that offers the ability to balance multiple responsibilities, this may be the role for you, email Neal at [Click Here to Email Your Resumé].

Job Requirements

5 or more years of Wealth Management experience
CFA is a MUST HAVE
Engaging personality
Excellent attention to detail
Ability to present in front of groups
Great eye for the details
Tech Savvy

Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune® magazine’s list of “World's Most Admired Companies” since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.

Apply for this job now or contact our nearest office at 888.490.5461 for additional information.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/Veterans.

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

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