Strategic Accounts Associate

  • Job Reference: 269658672-2
  • Date Posted: 24 April 2021
  • Recruiter: Hines
  • Location: Houston, Texas
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent

Job Description

Overview

When you join Hines, you will work alongside innovative leaders who set the standards responsible for our reputation as an industry leader today, and you will be a part of shaping our future in the years to come.

Responsibilities

As a Strategic Accounts Associate with Hines, you will assist the Strategic Account Managers in the day-to-day management of Broker-Dealer & RIA accounts and support the sales efforts and overall promotion of Hines Securities, Inc. (HSI). Responsibilities include but are not limited to:

* Manage day to day relationship of select Broker Dealer and RIA firms
* Reach out to select Broker Dealers and RIA firms to obtain selling agreements as requested
* Ensure all Broker-Dealer & RIA files are maintained accurately and completely
* Maintain Strategic Accounts conference calendar as well as travel rotation calendar for Account Managers
* Obtain current HSI Products and competitor market share information on a quarterly basis for assigned accounts
* Produce AUM reports or other reports as requested for use by personnel at Broker-Dealer & RIA accounts
* Produce monthly or quarterly management reporting as needed
* Obtain and disseminate Broker-Dealer and RIA relevant information to sales team (e.g., advisor lists, leads, marketing intelligence, etc.)
* Serve as liaison between selling firm and HSI for purpose of resolving issues as necessary
* Maintain accurate information regarding Broker-Dealers & RIAs in Salesforce.com
* Document all activities and information within Salesforce.com
* Execute recurring marketing plan for all firms (e.g., mass emails, Drip mail campaigns, product updates, promo mailings, conference calls, etc.)
* Acquire leads and stay abreast of industry trends
* Partner with the Events Manager while planning Broker-Dealer/RIA and HSI events
* Serve as the administrative support function for the Account Managers
* Attend select conferences and meet with firm contacts as needed

Qualifications

Minimum Requirements include:

* Bachelor's degree from an accredited institution or High school diploma plus equivalent experience
* Preferred financial service industry experience
* Series 7 and 63 licenses required within approved time frame
* Self-starter with a positive attitude who can effectively operate in a highly team-oriented and collaborative environment
* Able to think strategically, provide direction, be an effective communicator, influence others and have a strong work commitment
* Demonstrate flexibility, enthusiasm, and a willingness to learn while ensuring that all deadlines are met
* Strong verbal and written communication and interpersonal skills
* Proficient in SalesForce, PowerPoint, Excel, Word, Outlook, and Zoom
* Candidate needs to excel in multi-tasking, be detail-oriented, and have excellent time management skills
* Must be highly organized and able to work independently and follow instructions

Closing

Hines is a privately owned global real estate investment firm founded in 1957 with a presence in 225 cities in 25 countries. Hines has approximately $144.1 billion¹ of assets under management, including $75.5 billion for which Hines serves as investment manager, including non-real estate assets, and $68.6 billion for which Hines provides third-party property-level services. The firm has 165 developments currently underway around the world. Historically, Hines has developed, redeveloped or acquired 1,426 properties, totaling over 472 million square feet. The firm's current property and asset management portfolio includes 576 properties, representing over 246 million square feet. With extensive experience in investments across the risk spectrum and all property types, and a pioneering commitment to sustainability, Hines is one of the largest and most-respected real estate organizations in the world. Visit for more information. ¹AUM includes both the global Hines organization as well as RIA AUM.

We are an equal opportunity employer and support workforce diversity.

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