About the Investment Officer Role at Robert Half

Join Robert Half's dynamic team as an Investment Officer in the heart of Dallas, Texas. This full-time position offers a unique opportunity to drive sales growth, build lasting relationships with credit unions, and expand market presence in the competitive financial services sector. As an Investment Officer, you will play a pivotal role in promoting diverse investment products, including fixed-income securities, certificates of deposit (CDs), and subordinated debt. Our client-focused approach emphasizes strategic account management, industry networking, and delivering tailored financial solutions that meet client needs while achieving ambitious sales targets.

Robert Half is a leader in financial services staffing and consulting, known for connecting top talent with rewarding opportunities. In this role, you'll represent our esteemed brand at key industry events, leveraging your expertise to enhance visibility and attract new business. If you thrive in a fast-paced environment, possess a passion for investments, and excel at relationship-building, this Investment Officer position in Dallas, TX, is your chance to advance your career with a forward-thinking organization.

Why This Role Stands Out

The Investment Officer role is ideal for sales professionals with a financial services background who want to make a tangible impact. Dallas's booming economy, with its thriving financial district and proximity to major credit unions, provides fertile ground for business development. You'll enjoy autonomy in managing accounts, collaborating with cross-functional teams, and staying ahead of market trends to offer cutting-edge recommendations.

Key Responsibilities

As an Investment Officer, your day-to-day will involve a blend of client engagement, strategic sales, and market intelligence. Here's what you'll be doing:

• Building and nurturing long-term relationships with credit union clients to foster trust, loyalty, and expanded business opportunities in the investment space.
• Prospecting and identifying new credit union partners, articulating the compelling value propositions of our investment products to grow the client portfolio.
• Strategically managing a portfolio of assigned accounts to surpass sales targets and drive sustainable market expansion.
• Promoting investment opportunities via virtual webinars, in-person meetings, and digital campaigns to maximize reach.
• Representing Robert Half at national conferences, trade shows, and industry events to boost brand recognition and generate leads.
• Collaborating closely with internal sales, product, and marketing teams to synchronize strategies with evolving organizational goals and market dynamics.
• Continuously monitoring financial market developments, regulatory changes, and new instruments to deliver expert, timely recommendations to clients.
• Crafting customized investment solutions, such as fixed-income securities, CDs, and subordinated debt, aligned with each client's risk profile and objectives.
• Actively tracking client feedback, needs, and performance metrics to ensure high satisfaction levels and cultivate enduring partnerships.
• Compiling comprehensive sales reports, performance analytics, and improvement insights to inform decision-making and optimize strategies.

Required Qualifications

To succeed as our Investment Officer in Dallas, Texas, you should bring:

• 3+ years of experience in investment sales, financial advisory, or business development, preferably with credit unions or institutional clients.
• Demonstrated success in meeting or exceeding sales quotas in competitive markets.
• In-depth knowledge of investment products like fixed-income securities, CDs, subordinated debt, and related financial instruments.
• Exceptional interpersonal and communication skills for client-facing interactions, presentations, and negotiations.
• Proven networking abilities, with comfort representing organizations at industry events.
• Strong analytical skills for market research, trend analysis, and performance reporting.
• Bachelor's degree in Finance, Economics, Business Administration, or a related discipline; advanced certifications (e.g., CFA, Series 7/63) are a plus.
• Ability to travel up to 30% for events and client meetings.
• Proficiency in CRM tools (e.g., Salesforce), Microsoft Office Suite, and financial modeling software.
• A strategic mindset with a results-oriented approach and unwavering integrity.

This role demands a self-starter who can thrive in a hybrid work model, balancing office collaboration in Dallas with remote client outreach.

Why Join Us at Robert Half?

Robert Half offers more than just a job—it's a launchpad for your professional growth. Enjoy a competitive salary estimated at $110,000-$160,000 annually (based on Dallas market rates for experienced Investment Officers), plus uncapped commissions and bonuses. Our comprehensive benefits package includes health, dental, and vision coverage, 401(k) with generous matching, paid vacation, and professional development stipends.

Work in a supportive culture that values innovation, work-life balance, and diversity. With opportunities for rapid advancement, mentorship from industry leaders, and exposure to high-profile clients, this Investment Officer role positions you for long-term success. Dallas's vibrant scene—think booming fintech hub, cultural attractions, and economic growth—makes it the perfect backdrop.

Ready to elevate your career? Apply now for this premier Investment Officer opportunity with Robert Half and become a key player in shaping the future of investment sales. #RobertHalfCareers #InvestmentOfficer #DallasJobs #FinanceCareers