Highland Associates Associate Investment Consultant

Highland Associates Associate Investment Consultant

Join to apply for the Highland Associates Associate Investment Consultant role at Regions Bank.

Thank you for your interest in a career  Regions, we believe associates deserve more than just a job. We offer a place where you can build a career and expect more opportunities. If you are focused on results, dedicated to quality, integrity, and possess the drive to succeed, we are your employer of choice.

At Highland Associates, the Associate Investment Consultant plays a key supporting role in delivering a high standard of client service, developing customized investment solutions, and managing client relationships under the direction and guidance of Consultants and Senior Consultants.

• Supports Senior Consultants and Consultants with client relationships.
• Participates in routine dialogue with clients as needed.
• Coordinates the efforts of Highland Associate’s Research, Portfolio Operations, and Performance Teams to ensure client needs are satisfied.
• Supports the asset allocation process including performing strategic client evaluations, portfolio modeling and optimization, manager positioning, developing portfolio recommendations, and monitoring the investment policy statement for relevance and updates to reflect any recommendations and re portfolios accordingly.
• Supports the production of the quarterly client materials and special reports for client presentations such as manager searches, asset allocation recommendations, and education sessions.
• Executes client deliverables to high standards of quality and accuracy.
• Develops a general knowledge of recommended investment management firms, products, and strategies.
• Supports the production of client communications and client training materials about various investment topics.
• Participates in internal investment committee and/or subcommittee meetings as needed.
• Supports RFP production.

• Bachelor’s degree in a relevant field.

• Previous experience working in the Investment Management and/or Financial Services industry.
• Progress toward professional designation(s) such as Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA).

• Demonstrable success in a team environment.
• High energy and strong drive for results.
• Excellent communication skills, both verbal and written.
• Strong organizational and presentation skills.

This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.

Regions will not sponsor applicants for work visas for this position. Applicants for this position must be currently authorized to work in the United States on a full‑time basis.

Full time

Pay ranges are job specific and are provided as a point‑of‑market reference for compensation decisions. Other factors which directly impact pay for individual associates include experience, skills, knowledge, contribution, job location, and performance in the job role. The target information listed below is based on the Metropolitan Statistical Area Market Range for the position’s location and level.
Minimum Salary Target: $67,694.00 USD
Median Salary Target: $93,740.00 USD

Incentive Pay Plans:
This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

To learn more about Regions’ benefits, visit Regions Benefits Portal.

Highland Associates – Birmingham, Alabama, Birmingham, AL

Equal Opportunity Employer/including Disabled/Veterans