Top Investment Executive jobs in Oklahoma
Top Investment Executive plans, leads, and oversees all aspects of an organization's investment programs. Monitors the research, analysis, and evaluation of investment vehicles and makes decisions and selections in alignment with the organization's goals and risk tolerance. Being an Top Investment Executive oversees an organization's investment activity to ensure compliance with regulatory standards and requirements. Develops, articulates, and communicates the overall investment strategy, vision, and objectives of the organization to achieve long-term growth and profitability. Additionally, Top Investment Executive provides strategic leadership, direction, and guidance to align investment strategies with business goals and market outlook. Oversees and manages the investment portfolio, asset allocation, and diversification strategies to optimize returns, manage risks, and achieve investment objectives. Monitors, evaluates, and adjusts investment strategies and asset mix to respond to market conditions, economic trends, and investment opportunities. Routinely reviews investment operation policies and procedures and recommends changes to increase efficiency or compliance. May require a master's degree. Typically reports to Chief Executive Officer (CEO). The Top Investment Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)
Recently Added Top Investment Executive jobs
- Keller Executive Search International
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Norman, OK
FULL_TIME
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Our client, a boutique wealth management firm, is seeking a licensed and experienced Financial Advisor to join their team in Naples, Florida. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds. The ideal candidate should have a proven track record in bringing in new clients, closing deals, and generating leads.
Key Responsibilities:- Develop and implement strategies to attract new clients and increase revenue
- Provide financial planning and investment management services to clients with a focus on creating unique portfolios made up of stocks and bonds
- Build and maintain strong client relationships
- Analyze financial information and provide recommendations
- Stay up-to-date with industry trends and regulations
- Collaborate with team members to deliver exceptional client service
- Series 7 License
- Proven experience as a Financial Advisor with a focus on bringing in new clients and closing deals
- Strong communication and interpersonal skills
- Ability to analyze financial information and provide recommendations
- Knowledge of stocks and bonds
- Competitive Base Salary
- Work exclusively with High Net Worth individuals.
- Relocate to Naples, Florida.
- Lucrative commissionable earnings. Be part of a boutique firm where the current advisors earn between $400k and $800k in commission per annum.
- 9 Days Ago
- Top Closers
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Stroud, OK
FULL_TIME
- Are you a top-performing sales professional with a passion for renewable energy? Do you have a proven track record of exceeding sales targets and closing deals? If so, we have an exciting opportunity ...
- 2 Months Ago
- Nirvana Health & Wellness
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OKC, OK
FULL_TIME
- We are searching for a knowledgeable, caring chiropractor to assist patients with injuries and impairments of the neuromusculoskeletal system, including the muscles, nerves, and bones, especially thos...
- 26 Days Ago
- Atento Capital LLC
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Tulsa, OK
FULL_TIME
- Title: Investment AssociateAtento Capital LLC seeks an Investment Associate to conduct market research and quantitativeanalyses to identify investment opportunities and source new deals. Evaluate pote...
- 16 Days Ago
- Top Quality Doors, LLC
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Norman, OK
FULL_TIME
- If you’re a problem-solver with a can-do attitude and a proven record of experience in the field, you might be perfect for our garage door/gate field technician position. Our growing garage door and a...
- 25 Days Ago
- Tip Top K9 OKC
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Edmond, OK
FULL_TIME
- Do you love dogs and want a job in the dog industry? If the answer is yes, then the award-winning Tip Top K9 OKC dog training team might just be the right opportunity for you. Tip Top K9 OKC caters to...
- 8 Days Ago
Top Investment Executive jobs at Popular Companies
- Fifth Third Bank
-
Naples, FL
- Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? D...
- 5/31/2024 12:00:00 AM
- Farmers National Banc Corp.
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Canton, OH
- SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, ...
- 5/30/2024 12:00:00 AM
- Farmers National Banc Corp.
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Canfield, OH
- SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, ...
- 5/30/2024 12:00:00 AM
- Fifth Third Bank
-
Itasca, IL
- Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? D...
- 5/30/2024 12:00:00 AM
- Fifth Third Bank
-
Skokie, IL
- Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? D...
- 5/30/2024 12:00:00 AM
- Fifth Third Bank
-
Pompano Beach, FL
- Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? D...
- 5/30/2024 12:00:00 AM
- Fifth Third Bank
-
Morton Grove, IL
- Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? D...
- 5/30/2024 12:00:00 AM
- Fifth Third Bank
-
Dublin, OH
- Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? D...
- 5/29/2024 12:00:00 AM