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Managing Director

Company: First Foundation Bank
Location: Dallas
Posted on: September 24, 2022

Job Description:

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Managing Director Full-time Regular Dallas, TX, Dallas, TX, US 30+ days ago Requisition ID: 1358 Summary: This position is responsible for selling First Foundation Wealth Management's investment services to a high net worth clientele by networking through direct prospecting, cultivating external referral sources, and networking with key influencers. Duties and Responsibilities:

  • The employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
  • Understands and complies with requirements of all laws and regulations applicable to the position
  • Identify and build client relationships within the high net worth market
  • Research financial portfolio of prospects to develop an informed perspective in determining how to provide the best services, and add products to preserve and grow the client's wealth
  • Generate own leads and manage the sales process and client portfolio while achieving revenue goals
  • Represent personal financial planning, investment management, and financial consulting; work with private bankers to cross-sell relationship improvement opportunities to existing clients
  • Provide charitable, business, and wealth planning advice to clients of the company
  • Introduce prospects and clients to the platform of services offered by the company
  • Perform other duties as assigned Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. -Education and/or Experience: -
    • Minimum of 5 to 7 years of related experience and/or demonstrated sales record as a top producer in the Wealth Management industrySkills:
      • Possess strong business and management skills -
      • Must be a strategic thinker for detailed analysis of complex financial situations and a proven ability to manage and direct the growth of business
      • Must have effective verbal and written communication skills
      • Ability to interface effectively with all levels of personnel
      • Must be able to multitask, often under pressure
      • Must be proficient in MS Word and ExcelFirst Foundation is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Keywords: First Foundation Bank, Dallas , Managing Director, Executive , Dallas, Texas

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