Team Financial Managers Work Values

Daily Duties at Team Financial Managers:

Responsible for the general operations and marketing of a registered investment advisor to include client service operations, regulatory compliance activities, new business development, and marketing of the firms products and services to include a mutual fund and financial planning. Maintained knowledge of current and forecast economic, market and investment conditions provided observations and opinions tom the chief Investment officer that may benefit internal investment strategy and external team communications. Scope of duties included significant engagement in providing client service delivery, investment policy advisory and new business development. Operated within Financial Industry Regulatory Authority (FINRA) and Securities & Exchange Commission (SEC) regulations.

What they like about Team Financial Managers:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

Tags

Chief Investment Officer, Portfolio manager, problem solving, leadership, compliance officer, equity, fixed income, Team Building, strategy development, Relationship Management, Business development

Skills

Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts., Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Strategic Planning and development of business plans, Problem solving and solution development and implementation, Team building and leadership, Process improvement and implementation, Compliance program management, Mutual fund due diligence, Investment product development, Investment product marketing, Relationship Managment, Business developement, Realtionship Management, Mentoring and Coaching, Mentoring and Coachi

These are some of the questions we asked our climbers about their experiences with Team Financial Managers: