Investment Consultant

This role provides strategic vision and advice to the president. And steps in as the acting president when the president is not in office. Must have enough accounting and finance knowledge to give input on the overall condition of the market and the feasibility of the company’s plans. Ability to negotiate contracts and agreements. Develop and implement management strategies and processes. Must have impeccable communication skills. Ability to prioritize without supervision and delegate tasks effectively. Create a performance-based culture and track all KPIs of all departments. Step in and provide insight to solve roadblocks and keep the company on track to meet its annual targets.

Serve as chief executive and apply innovative leadership and management skills to establish and achieve corporate goals and strategies. Requires oversight of finances, operations, personnel, and all other aspects of company. May require accountability to shareholders and board members.

Conduct quantitative analyses of information involving investment programs or financial data of public or private institutions, including valuation of businesses.

Sell services to individuals or businesses. May describe options or resolve client problems.

Plan, direct, or coordinate the actual distribution or movement of a product or service to the customer. Coordinate sales distribution by establishing sales territories, quotas, and goals and establish training programs for sales representatives. Analyze sales statistics gathered by staff to determine sales potential and inventory requirements and monitor the preferences of customers.

Identify areas of growth using proven business methodology. Provide guidance, strategy, planning and analysis of business practices through varied and measured business acumen and expertise. Evaluate and advise on financial matters. Conduct forecasting and establish expectations. Examine industry trends and provide relevant business solutions based on market intelligence. Uncover new opportunities and markets for business expansion.