Highland Associates Associate Investment Consultant Position Available In Jefferson, Alabama

Highland Associates Associate Investment Consultant Regions – 3.5 Birmingham, AL Job Details Full-time $67,694 – $93,740 a year 21 hours ago Benefits Health savings account Health insurance Dental insurance Flexible spending account Parental leave Employee assistance program Vision insurance 401(k) matching Life insurance Qualifications Investment Investment management Management CPA Mid-level 3 years Bachelor’s degree Operations Chartered Financial Analyst Communication skills Full Job Description 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 Associate Investment Consultant plays a key supporting role in delivering a high standard of client service, developing customized investment solutions and managing client relationships, under the direction and guidance of Consultants and Senior Consultants. The Associate Consultant helps the firm develop and acquire new relationships through supporting the business development process. Primary Responsibilities Supports Senior Consultants and Consultants with client relationships Participates in routine dialogue with clients, as needed Coordinates the efforts of Highland Associate’s Research, Portfolio Operations, and Performance Teams to ensure client needs are satisfied Supports the asset allocation process including: performing strategic client evaluations, portfolio modeling and optimization, manager positioning, developing portfolio recommendations and monitoring the investment policy statement for relevance and updates to reflect any recommendations and rebalances portfolios accordingly Supports the production of the quarterly client materials and special reports for client presentations such as: manager searches, asset allocation recommendations and education sessions Executes client deliverables to high standards of quality and accuracy Develops a general knowledge of recommended investment management firms, products, and strategies Supports the production of client communications and client training materials about various investment topics Participates in internal investment committee and/or subcommittee meetings, as needed Supports request for proposal (RFP) production 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 Preferences Previous experience working in the Investment Management and/or Financial Services industry Progress toward professional designation(s) such as Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) 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 at a higher level depending on the candidate’s qualifications and relevant experience. Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full-time basis. Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$67,694.00

USD Median:

$93,740.00

USD Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that “one size does not fit all” for benefits-eligible 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 Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.