Director of Advisor Relations

Director of Advisor Relations – Remote

Remote – Houston, San Antonio, Dallas/FW, Austin, TX, or St Louis MO

Our client is a Houston-based investment management firm founded in 1993. They believe their solid and principled organizational culture and disciplined investment process allow them to deliver innovative investment solutions to institutions, advisors, and individuals. At all times, they strive to put investors’ interests first by emphasizing integrity, performance, efficiency, and service. Our client is a leader in relational investing, which unites results for investors with returns for humanity. Their approach to investing is statistical and evidence-based, motivated by a passion for servant leadership and global impact, which they accomplish by donating 50% of the firm’s earnings to organizations making a positive impact on humanity. Based on the evidence, they firmly believe that diverse and inclusive teams and organizations make better decisions and achieve better outcomes.

As the Director of Advisor Relations, you will establish, implement, and maintain a communications/calling program targeting the Registered Investment Advisor (RIA) community. You will promote the company’s mutual fund and ETF strategies by presenting the nuances of the company and their applicability to the RIA community/distribution channel. Working closely with the Director of Marketing, you will ensure that marketing information pertinent to the RIA distribution channel is accurate and meaningful. The Director of Advisor Relations will be a critical Client Service and Marketing (CSM) team member and report to the Head of Client Experience.

To be successful, you should have:

• Undergraduate degree in finance, related disciplines; advanced degree preferred
• FINRA Series 6 or 7 and 63 required
• Minimum of 3-5 years of experience working with the Advisor community through direct sales, dealer platform relationships, or client service.
• Strong ability to communicate verbally
• Well organized and efficient in time management; CRM usage critical
• Energetic and outgoing personality
• Demonstrated success in developing and maintaining client relationships
• Adaptive to fluid situations
• Strong long-term relationship builder
• Focused, results-driven, and goal-oriented through adversity
• Positive desire for ongoing personal and professional development
• Demonstrated passion for community impact and improvement
• Team Player
• Ability to travel

As a Director of Advisor Relations, your responsibilities will include:

• Develop and execute a comprehensive calling program for Registered Investment Advisors (RIA)
• Represent Bridgeway products, philosophy, and moves to the RIA marketplace
• Coordinate with Bridgeway internal staff the creation, maintenance, and updating of collateral literature directed toward the RIA market
• Coordinate the use of Investment Management Team (IMT) members to facilitate new business presentations and maintenance of existing users of the Bridgeway strategies.
• Represent Bridgeway at appropriate industry conferences, workshops, and seminars
• Actively seek to have Bridgeway colleagues included as speakers, panelists, and active participants at various RIA industry events
• Manage the dealer platform relationships on behalf of Bridgeway and develop strategic plans to grow these platforms
• Proactively reports back to other CSM Team Members and IMT trends in the RIA marketplace that are pertinent to existing and contemplated new strategies

Benefits:

We value our employees’ time and efforts. Our commitment to your success is enhanced by providing competitive compensation ($125K) and an extensive benefits package, including:

·       Group Health Insurance

·       Long-Term and Short-Term Disability Insurance

·       401k

·       Dental/Vision Insurance

·       Flexible PTO program

·       Flexible Work Schedule

·       Bonus program

Our client is an equal opportunity employer that welcomes and encourages diversity in the workplace. Our client does not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.