Top Investment Executive jobs in Ohio

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)

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Investment Specialist - Naples
  • Keller Executive Search International
  • Cincinnati, OH FULL_TIME
  • 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


    Requirements

    • 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


    Benefits

    • 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.
  • 11 Days Ago

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Investment Executive
  • Fifth Third Securities, Inc.
  • Loveland, OH FULL_TIME
  • Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Accountable ...
  • 1 Day Ago

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Investment Executive
  • Fifth Third Bank
  • Loveland, OH FULL_TIME
  • Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.General FunctionAccountable for ...
  • 2 Days Ago

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Investment Executive
  • Farmers National Bank of Canfield
  • Canton, OH FULL_TIME
  • Job DetailsDescriptionSUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additiona...
  • 10 Days Ago

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Investment Executive
  • Fifth Third Bank
  • Dublin, OH FULL_TIME
  • Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.General FunctionAccountable for ...
  • 12 Days Ago

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Investment Executive
  • Farmers Logo 2022
  • Canton, OH FULL_TIME
  • SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, Variable Annuities, and Certificates of Deposit. Additionally, this position wil...
  • 19 Days Ago

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Investment Executive
  • 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...
  • 6/10/2024 12:00:00 AM

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Investment Executive
  • Fifth Third Bank
  • Fort Lauderdale, FL
  • Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? D...
  • 6/9/2024 12:00:00 AM

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Investment Executive
  • Farmers National Banc Corp.
  • Canton, OH
  • SUMMARY: This position will assist clients by providing sound financial advice regarding Mutual Funds, Fixed Annuities, ...
  • 6/9/2024 12:00:00 AM

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Investment Executive
  • 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...
  • 6/9/2024 12:00:00 AM

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Investment Executive
  • 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...
  • 6/9/2024 12:00:00 AM

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AVP, Investment Executive
  • Cetera Investment Services LLC
  • Pittsburgh, PA
  • AVP, Investment Executive Dollar Investment Services located at Dollar Bank Job Description Job Overview: The AVP, Inves...
  • 6/9/2024 12:00:00 AM

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Investment Associate
  • RETS Associates
  • RETS Associates has been retained by our client, a Nashville-based, entrepreneurial CRE investor, to find an Investment ...
  • 6/8/2024 12:00:00 AM

2
Investment Associate
  • 20/20 Foresight Executive Talent Solutions
  • Austin, TX
  • Company Our client is a commercial real estate investment company that primarily invests in acquisitions in Texas across...
  • 6/7/2024 12:00:00 AM

Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus. The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$389,996 to $681,694

Top Investment Executive in Monroe, LA
It takes approximately fifteen years of experience in order to reach the level of ability required to be among the top investment executives.  Educationally a bachelors degree is required to work in this position with a background in financial services such as accounting or banking, administrative and managerial duties enabling for better job performance.
December 13, 2019
Top Investment Executive in Lubbock, TX
Whether working in an office as an investment executive online you should have the ability to learn quickly and research effectively without supervision.
February 15, 2020
Top Investment Executive in Tacoma, WA
A top investment executive should possess computer literacy, numeric skills and communication skills.
December 03, 2019