What are the responsibilities and job description for the Business Development & Relationship Manager position at Hilltop Holdings?
Job Description
HilltopSecurities is looking to hire a Business Development & Relationship Manager. This role is dedicated to both sourcing new depository institutions (banks / credit unions) to HilltopSecurities (HTS) / Momentum Independent Network (MIN) for the purpose of providing Wealth Management services and serving as the primary Relationship Manager for depository institutions with MIN.
The Hilltop Banking Initiative (HTB) was formed at HTS to provide an integrated and consistent experience across primary institutional touchpoints within HTS. This role will be focused on the Wealth Management segment within the HTB initiative, specifically around sourcing new depository institutions to the Momentum Independent Network and enhancing existing Wealth Management relationships to drive sales growth and aid in business retention of our financial institutions. This individual will need to build meaningful relationships through a high level of engagement with other divisions of the HTB with the goal of teamwork and collaboration.
Responsibilities
- Sourcing new depository institutions to utilize the products and services MIN provides.
- Serve as the primary Relationship Manager for those programs which are served by MIN.
- Identify opportunities and create programs to increase client satisfaction, retention, and sales growth.
- Successfully navigate and manage high profile, complex situations.
- Understand, utilize, and stay current with industry best practices, financial markets, the regulatory environment, and the competitive landscape to optimize results.
- Develop a team culture to retain, develop and grow engaged employees.
- Achieving department goals and evaluating overall results to ensure that departmental and organizational objectives are met and are in line with the needs and mission of the organization.
- Manage attrition risk of institutions proactively in partnership with other team members.
- Developing and executing business plan initiatives
Qualifications
Core Competencies :
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
About Us
At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.
About the Team
HilltopSecurities' Wealth Management department values its relationship-based approach to serving clients. Through our Private Client Group, we provide highly customized sound financial planning across a range of investment objectives and products. Our Wealth Management professionals deliver a full suite of services for investors such as helping to build wealth, analyzing financial status and goals, advising on investment strategies, developing new business opportunities, and welcoming new clients. You will also be able to learn and deliver behavioral financial concepts to clients, forge relationships with community and business leaders, and learn from experienced financial professionals about how to fully support the individuals you serve. Our Clearing department supports more than 130 broker-dealers and Registered Investment Advisors who provide institutional and financial services through industry experts. We aim to mitigate risk, realize competitive returns, and meet investing objectives. As one of the nation's largest licensed broker-dealer clearing firms, we are focused on building long-term client relationships based on trust and personal service. As a part of our Wealth Management team, you will also be encouraged to take advantage of our professional development opportunities. This includes FINRA series exam sponsorship, tuition reimbursement, working with a mentor, and support from employees of all levels. Wealth Management at HilltopSecurities will give you the fulfilling experience of building meaningful relationships that allow you to fully serve clients in their best interest.
