BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
874-6

Job Type:
Permanent

Title:
VP, Relationship Management (874-6)

Location:
Houston, TX

Description:
Houston-based investment management firm serving high net worth individuals
and institutions seeks VP-level hires to join their team focused on
expanding their client base and sourcing/monitoring investments.
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VP, Relationship Management (874-6)

Source new clients; expand client base, with geographic focus on West Texas
Manage existing client relationships
Source and evaluate new investment opportunities; due diligence/monitoring
of existing investments
Travel ~15-25%
Existing network of potential clients in West Texas a plus
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VP, Relationship Management - Advisor Group (874-7)

Source new clients; expand client base, with focus on relationships with
Investment Advisors and similar financial professionals with access to high-
value networks/groups of high net worth investors
Manage existing client relationships with Investment Advisors
Extensive travel ~50%
Existing relevant network of Investment Advisors or similar financial
professionals a plus
--------------
REQUIREMENTS:
3-5 years of experience in a relationship management role in a fast-paced
industry
College degree preferred
Outgoing personality; ability to interact with room full of people with
confidence; team player with strong work ethic; ability to work in fast-
paced environment under strict deadlines
Exceptional organizational and written communication skills and exacting
attention to detail
Proficient in Microsoft Office Suite
Basic competency in CRM software with ability to expand skills; prior
experience with Salesforce a plus



Category:
Asset Management

Contact:
jordan@bcius.com