Robert Half · 1 week ago
Investment Officer
Dallas, TX
Full-time
Onsite
Mid LevelRobert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. They are seeking an Investment Officer to enhance relationships with credit unions and drive sales of investment products, while managing client accounts strategically to achieve sales goals.
ConsultingHuman ResourcesRecruitingSecurity
Responsibilities
Build and nurture relationships with credit union clients to foster trust and increase business opportunities
Identify new prospects and effectively communicate the value of investment products to expand the client base
Manage assigned accounts strategically to meet individual sales targets and contribute to market growth
Promote investment opportunities through both virtual and in-person communication channels
Represent the organization at conferences and industry events to enhance brand visibility and attract potential clients
Collaborate with internal teams to align sales strategies with organizational goals and market trends
Stay updated on market developments and financial instruments to provide clients with informed recommendations
Develop tailored investment solutions for clients, including fixed-income securities, certificates of deposit, and subordinated debt
Monitor client needs and feedback to ensure satisfaction and long-term partnerships
Prepare detailed reports and analyses to track sales performance and identify areas for improvement
Qualification
Required
Bachelor's degree in finance, accounting, or a related field preferred
Proven experience in fund administration and managing investment accounts
Strong knowledge of investment portfolios and equity investment strategies
Familiarity with month-end close processes and financial reporting
Excellent communication skills to effectively engage with clients and present investment solutions
Ability to analyze market trends and financial instruments
Strategic thinking and account management capabilities
Proficiency in financial software and tools
Benefits
Medical, vision, dental, and life and disability insurance
401(k) plan
Company
Robert Half
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Founded in 1948
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Keith Waddell
President and CEO
Paul Gentzkow
President and Chief Executive Officer, Talent Solutions
Recent News
EIN Presswire
2025-04-14
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