11 days old

Vice President, Regional Consultant

Boyd Watterson Asset Management
Cleveland, OH 44114
  • Job Code

Boyd Watterson is a fast-growing company that focuses on sustaining our collegial culture as it expands. Honesty and integrity are fundamental to our character and relationships. Our managers are dedicated to being available and attentively listening to employees.

The Opportunity

This position is responsible for working with the Senior Vice President, Portfolio Strategist to execute the marketing and service model for the Platforms assigned to his/her book of business. Partner with the Senior Vice President to expand our relationships with assigned focus Platforms, and to service the assigned non-focus Platforms.

Company Overview

Boyd Watterson Asset Management, LLC is an independent investment advisor specializing in fixed income, real estate, and equities. We deliver investment solutions tailored to meet the needs of Taft-Hartley funds, foundations and endowments, religious organizations, public entities, corporations, insurance companies, and advisory channel clients.

Our fixed income investment strategies range from short-term to liability-driven investing and high-quality to high yield. Our real estate strategies are derived from our specialized capabilities in acquiring and managing real estate leased to the US General Services Administration (GSA), which houses key federal agencies nationwide, as well as state and local government agencies. Our equity capabilities are focused on domestic and dollar-denominated international large-capitalization, income-oriented strategies. We offer separately managed accounts, mutual funds, sub-advisory services, and bespoke solutions.

  1. Subject matter expert on investment solutions and services, particularly fixed income.
  2. Work closely with SVP, Portfolio Strategist to define marketing approach and servicing model for focus Platforms and tactical servicing model for all other Platforms.
  3. Meet or exceed production goals (net new AUM and revenues from assigned Platforms and RIAs).
  4. Build and maintain strong advisor relationships.
  5. Actively network with existing clients to identify at risk accounts or potential for growth.

Education, Skills, Personal Characteristics and Work Experience Requirements

  • Bachelor's degree
  • 5+ years of success servicing Advisors within Platforms
  • Strong ability to analyze asset-allocation strategies
  • Series 7, 6, 63 or 66 licenses
  • Strong presentation and communication skills
  • Strong listening and probing skills to aid in identifying opportunities and providing solutions
  • Good organizational skills



Posted: 2021-03-30 Expires: 2021-04-30

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Vice President, Regional Consultant

Boyd Watterson Asset Management
Cleveland, OH 44114

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