Manager, Wealth Management Advisory Services at Hilltop Holdings

Dallas, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Aug, 26

Salary

0.0

Posted On

13 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account Maintenance, Billing, Overlay Management, Trading, Client Services, Securities Industry Knowledge, Investment Advisory Services, Microsoft Word, Microsoft Outlook, Microsoft Excel, Analytical Skills, Multi-tasking, Relationship Building, Communication Skills, Supervisory Experience

Industry

Financial Services

Description

HilltopSecurities is looking to hire a Manager, Wealth Management Advisory Services. The Advisory Services Group (ASG) provides platforms and services to investment advisors in HTS, HTIN and correspondent firms who manage private portfolios for both high net worth and institutional clients. The Manager position is responsible for overseeing ASG operations including account opening/closing/maintenance, billing, overlay management/trading and client services. At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else. HilltopSecurities’ Wealth Management department values its relationship-based approach to serving clients. Through our Private Client Group, we provide highly customized sound financial planning across a range of investment objectives and products. Our Wealth Management professionals deliver a full suite of services for investors such as helping to build wealth, analyzing financial status and goals, advising on investment strategies, developing new business opportunities, and welcoming new clients. You will also be able to learn and deliver behavioral financial concepts to clients, forge relationships with community and business leaders, and learn from experienced financial professionals about how to fully support the individuals you serve. Our Clearing department supports more than 130 broker-dealers and Registered Investment Advisors who provide institutional and financial services through industry experts. We aim to mitigate risk, realize competitive returns, and meet investing objectives. As one of the nation’s largest licensed broker-dealer clearing firms, we are focused on building long-term client relationships based on trust and personal service. As a part of our Wealth Management team, you will also be encouraged to take advantage of our professional development opportunities. This includes FINRA series exam sponsorship, tuition reimbursement, working with a mentor, and support from employees of all levels. Wealth Management at HilltopSecurities will give you the fulfilling experience of building meaningful relationships that allow you to fully serve clients in their best interest.

Responsibilities

Oversee Advisory Services Group operations, including account maintenance, billing, and trading. Manage platforms and services for investment advisors serving high net worth and institutional clients.