Investment Specialist jobs in Buffalo, NY

Overview

Sandhill Investment Management is a well-established wealth management firm with approximately $2 Billion in AUM/AUA. We have been GIPS compliant since our inception of 2004 and are proud to have over 95% client retention rate. Our current client base is HNW relationships as well as 401k plans in 42 states across the United States.  This opportunity seeks a highly motivated Advisor to grow our Retail business segment. The segment focuses on HNW/UHNW, Endowments, and Foundations.

Our Competitive Advantage

Sandhill’s edge is our ability to offer proprietary investment products all backed by a cohesive and experienced internal research team. Sandhill’s research process is defined and repeatable and has produced impactful results to our clients over time. Our flagship product has earned national recognition including multiple inForma’s PSN “Top Guns Award”.

Support System

We are built to help advisers focus on the needs of their relationships without worrying about the day-to-day responsibilities. Our research & operations team handle the portfolio management while our client service team oversees administrative client requests and work closely with you to ensure clients are handled with the utmost care. This provides our advisors with the freedom to do what they love: build on existing relationships and cultivate new ones.

Benefits

·        Healthcare coverage allowance ($10K Family / $5,500 Individuals)

·        401K matching up to 4%

·        Access to our proprietary products at employee rates

·        Marketing & Sponsorship budget allowance

·        Professional development opportunities

Compensation

Sandhill is proud to offer employees a very competitive compensation package. Our advisors are rewarded with above industry average recurring revenue split on all earned business. In addition to the perks listed above, Sandhill will offer a negotiated fixed salary contract to new advisers to help with their transition. Firm equity will be offered to advisers who demonstrate high quality leadership and contribute to firm revenue in a meaningful way. This will be at the discretion of the Co-Managing Partners.

Qualifications

The ideal candidate will meet the following qualifications:

·        Bachelor's degree (required), Master’s degree (preferred)

·        Sales Experience in Financial Management and/or Banking

·        Proven track record meeting sales/performance goals

·        Strongly skilled in organization, communication, and customer service

·        Experience with CRM