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Description

We are looking for an Investment Officer to join our team in Dallas, Texas, and contribute to enhancing our relationships with credit unions while expanding our market presence. This role involves driving sales of diverse investment products and representing our organization at industry events to strengthen brand recognition. The ideal candidate will excel in building client relationships and strategically managing accounts to achieve sales goals.

Responsibilities:

• Build and nurture relationships with credit union clients to foster trust and increase business opportunities.

• Identify new prospects and effectively communicate the value of investment products to expand the client base.

• Manage assigned accounts strategically to meet individual sales targets and contribute to market growth.

• Promote investment opportunities through both virtual and in-person communication channels.

• Represent the organization at conferences and industry events to enhance brand visibility and attract potential clients.

• Collaborate with internal teams to align sales strategies with organizational goals and market trends.

• Stay updated on market developments and financial instruments to provide clients with informed recommendations.

• Develop tailored investment solutions for clients, including fixed-income securities, certificates of deposit, and subordinated debt.

• Monitor client needs and feedback to ensure satisfaction and long-term partnerships.

• Prepare detailed reports and analyses to track sales performance and identify areas for improvement.

Requirements

• Bachelor’s degree in finance, accounting, or a related field preferred.

• Proven experience in fund administration and managing investment accounts.

• Strong knowledge of investment portfolios and equity investment strategies.

• Familiarity with month-end close processes and financial reporting.

• Excellent communication skills to effectively engage with clients and present investment solutions.

• Ability to analyze market trends and financial instruments.

• Strategic thinking and account management capabilities.

• Proficiency in financial software and tools.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .