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Senior Investment Strategist at Comerica

Senior Investment Strategist

Comerica Dallas, TX (Onsite) Full-Time
Senior Investment Strategist, Vice President, Wealth Management

Senior Investment Strategist role will be responsible for structuring the portfolios of high net worth clients utilizing an open architecture platform for both trust and investment agency accounts, and for maintaining meaningful client contact. The successful applicant will thrive in team-based fiduciary environment, working closely with the trust officer, wealth advisor, and private banker and other internal colleagues to reach comprehensive client solutions. The role will have a direct involvement in business development is expected to work effectively alone or as part of a team to successfully achieve, and preferably exceed, new business goals. Active participation in client and events and community involvement is expected.

What we can offer you

* Comerica Funded Retirement Plan and 401(K) Matching
* Paid Time Off (PTO)
* Employee Stock Purchase Plan
* Paid Holidays, Floating Cultural Holiday
* Medical, Dental, Vision, Life Insurance
* Flexible Schedules
* Parental Leave and Adoption Assistance programs
* Community Volunteer Opportunities
* "Top 50 Diversity Company" by Diversity Inc.
* Global 100 for Most Sustainable Corporations

Position Competencies

Successful incumbents possess ethics and value, outstanding listening, communication and presentation skills and a strong knowledge of Wealth Management, the ability to articulate effectively on financial and investment related subjects, knowledge of Modern Portfolio Theory, risk-controlled asset allocation and cash flow analysis and understanding the global economy, global financial markets and investment implications of specific events and data, strong organizational and problem-solving skills, and a drive for results.

Position Responsibilities:

* Maintain and promote organizational and ethical norms in internal and external business conduct.
* Maintain a current understanding of Comerica's Investment Policy Committee's outlook, asset allocation guidelines.
* Manage an existing book of business in accordance with each client's investment policy statement, consistent with Comerica's asset allocation and investment policy guidelines.
* Maintain thorough understanding of Comerica's proprietary strategies and open architecture platform.
* Maintain knowledge of domestic and international financial markets.
* Maintain a working knowledge of the current financial regulatory environment, fiduciary standards and current and proposed tax laws.
* Apply the Consultative Investment Management Process to client accounts, including the use of cash flow analysis, risk-controlled asset allocation analysis, the generation of an investment policy statement, and proposal as well as incorporating only approved products and investment managers and conducting quality client reviews consistent with goals-based investing.
* Develop and execute a comprehensive transition plans for a new client's investments.
* Communicate regularly with clients to remain updated on relevant personal and financial issues, utilizing this information to form investment management decisions.
* Develop, maintain and grow client relationships.
* Actively participate in community organizations to build referral networks and source new business opportunities.
* Achieve sales production goals.

Position Qualifications

* Bachelor's degree from an accredited university in Accounting, Finance or Business
* 10 years investment experience
* 10 years Investment Management Strategies and Products experience
* 5 years portfolio management
* 3 years of experience utilizing Microsoft Office Products, including Outlook, Word, PowerPoint and Excel
* M.B.A. preferred
* C.F.A. preferred

Comerica Bank Tower8am - 5pm

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Equal Employment Opportunity

Comerica is committed to the principles and practice of equal employment opportunity and affirmative action. It is our policy to ensure equal employment opportunity for all applicants without regard to ancestry, race, color, religion, sex, national origin, age, disability, medical condition, protected veteran status, marital status, pregnancy, weight, height, genetic information, sexual orientation, gender identity, gender expression or any other characteristic protected by federal, state or local law. Our affirmative action program is designed to assist Comerica in meeting its equal employment opportunity and affirmative action responsibilities. To ensure a discrimination-free workplace where all individuals are valued, we will not limit ourselves to the requirements of the law but will proactively cultivate an inclusive work environment that values diversity in all its aspects.

Click here to view the EEO is the Law Poster

Click here to view the Pay Transparency Policy Statement

Disability Accommodation for Applicants

Comerica strives to ensure that our careers website is accessible to all, including individuals with disabilities. If you require reasonable accommodation for any part of the application or hiring process due to a disability, please email us at [ Email address blocked ] - Click here to apply to Senior Investment Strategist. Information will be sent to a talent acquisition consultant who will provide assistance to ensure appropriate consideration in the hiring process.

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