REGIONAL DIRECTOR OF INVESTMENTS
HighMark Capital Management is the wholly owned investment management subsidiary of Union Bank, N.A., providing a full range of investment solutions and managing over $17 billion for retirement plans, public agencies, corporations, educational institutions, foundations, endowments, and high-net-worth individuals. We are committed to outstanding research, a disciplined investment process and thorough risk management. Visit www.highmarkcapital.com for more information.
About HighMark Capital Advisors
HighMark Capital Advisors is a select group of investment professionals that manages assets on behalf of high-net-worth individuals, retirement plans, foundations, and endowments. HighMark Capital Advisors is part of HighMark Capital Management, the investment management subsidiary of Union Bank, N.A.
Job Summary:
Responsible for developing, improving and promoting the core values, competitive position and profitable growth of HighMark and managed accounts in your region. This position is responsible for achieving high client retention rates by providing our clients a valuable service offering, competitive investment performance and access to their trusted advisor. Must be a strong portfolio manager and conduct client and partner presentations and meetings on the firm's investment strategy, account performance and new products.
Major Responsibilities:
Portfolio Management and Client Service (30%):
Manage individual, trust and institutional accounts and investment relationships consistent with the client's established investment policies while utilizing HighMark's investment philosophy. Must be able to construct a portfolio and develop investment policies that maximize portfolio performance consistent with the client's investment objectives and acceptable level of risk. Develop new and deepen existing client relationships. Strong focus on supporting Portfolio Managers with managing their clients' accounts and achieve high levels of retention to meet HCA's annual growth objectives. Promote the role of trusted advisor and be able to resolve complex client issues.
Asset and Client Growth (30%):
Responsible for all growth goals and sales results of IMT managed accounts within your region. Included in this responsibility is ensuring that HCA is growing and retaining its AUM and clients by supporting our multiple and complex distribution partners including Wealth Markets, US Bank, and UBIS. Work with each partner to ensure continued support of their new business development needs including sales presentations, marketing support, and Portfolio Managers delivering as promised.
Leadership and Business Operations (30%):
Main responsibility is for the execution of HCA's strategic direction and operating plan within your region. Lead and work with other senior members of the Bank's Wealth Markets to help shape your region's strategic focus on selling managed accounts. Participate actively and guide internal staff to help maintain the group's historically collaborative culture and keep HCA as a leader among its partners. As a respected leader, recruit new talent and direct the existing staff toward the optimal synergy to further their ability to grow. Coach and mentor team members, as well as develop leadership talent within the group. Keep informed of developments in investment business to arrive at sound and timely business decisions.
Risk Management (10%):
Actively ensure compliance with the Bank's Code of Ethics, Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Participate in all required corporate and business line training. Understand and follow all operating procedures and internal suspicious activity referral requirements and processes, as required for this position. Responsible for all Fiduciary and SEC compliance responsibilities within your region.
Qualifications:
- 15+ years of portfolio management experience as a seasoned money manager and an experienced leader with a thorough understanding of investment management.
- Strong insight and knowledge of finance, economics and general business.
- Ability to effectively present investment strategies to clients and partners.
- Demonstrated ability to work toward team objectives with creativity, innovation, and initiative.
- Strong oral and written communication skills are critical, coupled with ability to champion high conviction ideas and opinions.
- Ability to work independently, develop investment professionals, and produce under time sensitive deadlines.
- Master's degree and/or CFA are preferred.
- Extensive knowledge of trust is beneficial.
For immediate consideration, please apply directly to job #25020 at www.unionbank.com/careers.
Headquartered in San Francisco, UnionBanCal Corporation is a financial holding company with assets of $97 billion at December 31, 2012. Its primary subsidiary, Union Bank, N.A., is a full-service commercial bank providing an array of financial services to individuals, small businesses, middle-market companies, and major corporations. The bank operated 447 branches in California, Washington, Oregon, Texas, Illinois, and New York as well as two international offices, on December 31, 2012. UnionBanCal Corporation is a wholly-owned subsidiary of The Bank of Tokyo-Mitsubishi UFJ, Ltd., which is a subsidiary of Mitsubishi UFJ Financial Group, Inc. Union Bank is a proud member of the Mitsubishi UFJ Financial Group (MUFG, NYSE:MTU), one of the world's largest financial organizations. Visit www.unionbank.comfor more information.
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