Top Investment Executive jobs in Montana
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
Senior Employment Law Attorney III
- Sphinx Top
-
Whitefish, MT
FULL_TIME
-
Description
A Senior Employment Law Attorney III is high-level attorney with 10 years of law practice experience with an established book, practice and/or performance. The successful Senior Attorney III is self-directed and thrives with lots of support and autonomy. The Senior Attorney III generally receive a substantial portion (approximately 50%) of their work through Gravis Law’s lead generation and marketing and/or other attorneys in the office. A high-level Senior Attorney III is expected to generate a portion (50%) of their own billable work. They are part of the Mentorship Program, provide Expertise and Training, along with participation on the board. Attorneys have access to coaching and support services for Attorney development and networking. The Firm prioritizes a work-life integration, a collaborative culture, and a competitive compensation & incentive structure that is unique to the industry.
Essential Duties And Responsibilities- Successful record of mediation experience
- Significant and successful trial experience
- Researching and analyzing the law on complex legal issues
- Writing memorandums, briefs, letters, and other documents
- Marketing your and the firm’s services to prospective clients
- Performing discovery of electronically stored data and hard copies of information in preparation for litigation
- Performing due diligence in all matters
- Strong communication and advocacy skills, including competence in empathetic listening.
- Managing a schedule to allow for consults and closure of consults to sufficient reach production/collection objectives. Depending on practice area this may include outside core hour and weekend consults.
- Closing consults within Gravis range of 30-50% depending on practice area.
- Timely approval of invoices is critical to the health of the business on a month-to-month basis monthly cycle. Failure to do so on a recurring basis may result in disciplinary and timely financial.
- Ensure support staff are fully utilized and productive.
- Accurately and completely update CC with fees, engagement, trust, client information, invoices etc. as required.
- If over-subscribed share work tasks with other attorney and support staff to ensure we are meeting our objective to serve our communities.
- Actively engage in brand (personal and firm) expansion through blogs social media posts, board, and organization participation, etc.
- Actively seek positive comments from successful client engagements and positive star reviews.
- Performs other job-related duties as assigned.
Requirements
MINIMUM REQUIREMENTS*:- Excellent writing and interpersonal skills.
- Excellent legal research skills.
- Juris Doctor degree from an American Bar Association accredited law school.
- Admission (or eligibility for reciprocal admission) to the bar in the state in which you intend to practice.
- 5 years of experience as an employment attorney.
- Any equivalent combination of experience and training which provides the required knowledge, skills and abilities may be substituted.
Gravis Law offers a professional work environment, a competitive salary including bonuses, along with generous benefits which generally include:
Wage: Potential total compensation is $150,000-$185,000 per year with base and bonus
Bonus Program: The Attorney is expected to meet all Quarterly Collection Requirements. Additional information about the Quarterly Collection Requirement and the Attorney Bonus Program will be provided to the Attorney for review and signature.
Benefits- Insurance: Medical, dental, vision and life insurance
- Retirement: 401(k) plan with company matching
- Paid time off: Attorneys receive unlimited PTO for Vacation/Sick days
- Paid Federal Holidays
- Paid Volunteer Time Off: Up to 16 hours annually
Equal Pay.
Work Environment/Conditions/Physical Demands
Duties will be performed in a standard office environment. Employees must have the ability to maintain regular, punctual attendance consistent with Gravis policy. While performing the duties of this job, the employee will occasionally be required to work weekends, holidays, be on call, and some employees could be required to travel overnight on occasion.
This job description is not designed to cover or contain a comprehensive listing of all activities, duties, or responsibilities that are required of the Senior Attorney III. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice. These are considered essential duties and are illustrative of those job tasks that are fundamental. Employees may be required to perform additional related duties as may be assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - 8 Days Ago
Senior Employment Law Attorney II
- Sphinx Top
-
Whitefish, MT
FULL_TIME
- DescriptionA Senior Employment Law Attorney II is high-level attorney with 5 years of law practice experience with a book. The successful Senior Attorney II is self-directed and thrives with lots of s...
- 10 Days Ago
Investment Consultant
- Schroders Careers
-
Zurich, MT
FULL_TIME
- Schroders, mit Hauptsitz in London, beschäftigt weltweit über 6100 talentierte Mitarbeiter und ist in 38 verschiedenen Standorten in Europa, Amerika, Asien, dem Nahen Osten und Afrika tätig, nahe den ...
- 10 Days Ago
Junior Ag Loan Officer
- The Executive Group
-
Northeastern, MT
FULL_TIME
- Junior Ag Loan Officer, Montana A community bank in northeast Montana with a solid ag following has a need to add a Junior Ag Loan Officer to their staff. Someone with experience or someone with an ag...
- 29 Days Ago
Commercial Loan Officer/Site Manager
- The Executive Group
-
Resort, MT
FULL_TIME
- Commercial Loan Officer/Site Manager, Resort, Montana Long-standing prominent community bank in Montana is interested in hiring a good Commercial Loan officer who is comfortable with commercial, CRE a...
- 30 Days Ago
Commercial Loan Officer
- The Executive Group
-
Billings, MT
FULL_TIME
- Commercial Loan Officer - Strong community bank in Montana is seeking a Commercial Loan Officer. Prefer community banking experience of 2-4 years or more. A thorough understanding of credit and a thri...
- 2 Months Ago
Top Investment Executive jobs at Popular Companies
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...
- 5/31/2024 12:00:00 AM
Investment Executive
- Farmers National Banc Corp.
-
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
Investment Executive
- Farmers National Banc Corp.
-
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
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...
- 5/30/2024 12:00:00 AM
Investment Executive
- 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
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...
- 5/30/2024 12:00:00 AM
Investment Executive
- 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
Investment Executive
- 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
About Montana
Montana (/mɒnˈtænə/ (listen)) is a landlocked state in the Northwestern United States. Montana has several nicknames, although none are official, including "Big Sky Country" and "The Treasure State", and slogans that include "Land of the Shining Mountains" and more recently "The Last Best Place".
Montana is the 4th largest in area, the 8th least populous, and the 3rd least densely populated of the 50 U.S. states. The western half of Montana contains numerous mountain ranges. Smaller island ranges are found throughout the state. In all, 77 named ranges are part of the Rocky Mountains. The easte...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Investment Executive jobs
$371,474 to $649,328
Most Popular Cities in Montana for Top Investment Executive Jobs
What does a Top Investment Executive do?
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