CAREER OPPORTUNITIES
We’re Always Looking for Exceptional People
At CORDA we hire people who know how to make good decisions and empower them to do the right thing for our clients.
We believe in rewarding your contributions and offer competitive pay, bonus, 401k match, health insurance, and bottom line – a top shelf work environment where everybody gets along, enjoys what they do, and encourages their co-workers to achieve their goals and dreams.
If you’re interested in joining the CORDA team, scroll below and view our current job openings and send us your resume.
Healthcare
Multiple healthcare plans to fit you and your family
- 50% of coverage cost paid by CORDA
- Long Term Disability Insurance
Time Off
- Every other Friday off
- 30-day paid sabbatical after seven years employment
- 30-day paid sabbatical every 5 years thereafter
Retirement Plans
- Company contributions to your 401(k) retirement plans
Access to company financial planning tools
Current Job Openings
Office Location: Austin
Job Function: Sales
Company Overview
CORDA Investment Management is a dynamic and rapidly growing wealth management firm headquartered in Houston, with branch offices in Dallas, Austin, San Antonio, New Orleans, Denver, and Miami. We deliver investment management and comprehensive financial planning to individuals, families, endowments, and foundations. Our team is dedicated to fostering strong relationships with our clients and delivering tailored financial strategies to help them achieve their goals. As we continue to expand our client base and offerings, we are seeking motivated and experienced individuals to join our team.
YOUR IMPACT
Position Overview
The Business Development (BD) role is responsible for identifying new business opportunities and fostering relationships with institutional partners and prospective clients. The BD will serve as the primary point of contact for institutional partners in our referral network and communicate our value proposition to those partners and prospective clients.
The BD works in a client-focused, team-centered environment, working closely with our relationship managers as a contributor to both the firm’s business development efforts and client service. This role requires a combination of financial expertise, interpersonal skills, and business development acumen.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Build and develop relationships with key institutional and business partners
- Highly proficient sales professional with track record of closing business by demonstrating the firm’s value to the client.
- Analyze competitor landscape and market conditions to refine business development strategies
- Conduct meetings and presentations with institutional partners and prospective clients to drive new business
- Ability to converse at a high level about all things related to equity/bond markets and general economic conditions.
- Collaborate across the firm with management, portfolio managers, operations, financial planners, and relationship managers to align strategies and ensure cohesive efforts
- Maintain a pipeline of potential clients and track progress through Salesforce
- Stay current on market trends, regulatory developments, and industry best practices to effectively advise prospective clients and mitigate risks.
- Competitive but highly collaborative with the ability to work both independently and in a team environment
- Capacity to achieve sales goals
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Qualifications
- Seven years as a Registered Investment Advisor representative or licensed Registered Representative for a full-service broker dealer
- Bachelor’s degree (B. A./B.S.) from accredited college or university
- Series 65 (or equivalent)
- Proficiency with Excel, PowerPoint, Word, Microsoft 365
- Experience with Salesforce a plus
About CORDA
We believe who you are makes you better at what you do. Most roles at CORDA will be part of our structured hybrid work model. This typically includes working together in the office on Tuesdays, Wednesdays, and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. May require travel to meet with prospective clients, attend conferences and industry events.
Title: Business Development
Office Location: Denver
Job Function: Sales
Company Overview
CORDA Investment Management is a dynamic and rapidly growing wealth management firm headquartered in Houston, with branch offices in Dallas, Austin, San Antonio, New Orleans, Denver, and Miami. We deliver investment management and comprehensive financial planning to individuals, families, endowments, and foundations. Our team is dedicated to fostering strong relationships with our clients and delivering tailored financial strategies to help them achieve their goals. As we continue to expand our client base and offerings, we are seeking motivated and experienced individuals to join our team.
YOUR IMPACT
Position Overview
The Business Development (BD) role is responsible for identifying new business opportunities and fostering relationships with institutional partners and prospective clients. The BD will serve as the primary point of contact for institutional partners in our referral network and communicate our value proposition to those partners and prospective clients.
The BD works in a client-focused, team-centered environment, working closely with our relationship managers as a contributor to both the firm’s business development efforts and client service. This role requires a combination of financial expertise, interpersonal skills, and business development acumen.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Build and develop relationships with key institutional and business partners
- Highly proficient sales professional with track record of closing business by demonstrating the firm’s value to the client.
- Analyze competitor landscape and market conditions to refine business development strategies
- Conduct meetings and presentations with institutional partners and prospective clients to drive new business
- Ability to converse at a high level about all things related to equity/bond markets and general economic conditions.
- Collaborate across the firm with management, portfolio managers, operations, financial planners, and relationship managers to align strategies and ensure cohesive efforts
- Maintain a pipeline of potential clients and track progress through Salesforce
- Stay current on market trends, regulatory developments, and industry best practices to effectively advise prospective clients and mitigate risks.
- Competitive but highly collaborative with the ability to work both independently and in a team environment
- Capacity to achieve sales goals
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Qualifications
- Seven years as a Registered Investment Advisor representative or licensed Registered Representative for a full-service broker dealer
- Bachelor’s degree (B. A./B.S.) from accredited college or university
- Series 65 (or equivalent)
- Proficiency with Excel, PowerPoint, Word, Microsoft 365
- Experience with Salesforce a plus
About CORDA
We believe who you are makes you better at what you do. Most roles at CORDA will be part of our structured hybrid work model. This typically includes working together in the office on Tuesdays, Wednesdays, and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. May require travel to meet with prospective clients, attend conferences and industry events.
Title: Financial Advisor/Relationship Manager
Office Location: Denver
Job Function: Client Relations
Company Overview
CORDA Investment Management is a dynamic and rapidly growing wealth management firm headquartered in Houston, with branch offices in Dallas, Austin, San Antonio, New Orleans, Denver, and Miami. We deliver investment management and comprehensive financial planning to individuals, families, endowments, and foundations. Our team is dedicated to fostering strong relationships with our clients and delivering tailored financial strategies to help them achieve their goals. As we continue to expand our client base and offerings, we are seeking motivated and experienced individuals to join our team.
YOUR IMPACT
Position Overview
The Relationship Manager (RM) works directly with our high-net-worth clients. The RM works in a client-focused, team-centered environment as a contributor to both the firm’s client service and business development efforts.
As a Relationship Manager, you will be responsible for cultivating and maintaining relationships with high-net-worth individuals, families, and institutions. You will serve as the primary point of contact for clients, providing personalized financial guidance and delivering comprehensive wealth management solutions. This role requires a combination of financial expertise, interpersonal skills, and business development acumen.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Ensure retention of and deepen the relationship with our firm’s clients
- Develop and maintain long-term relationships with clients, understanding their financial objectives, risk tolerance, and unique circumstances.
- Collaborate with management, our portfolio managers, operations, and financial planners to deliver full-service, integrated financial management for our clients
- Provide ongoing portfolio management and investment advice, monitoring performance and recommending adjustments as needed.
- Proactively identify opportunities to deepen client relationships, increase wallet share and expand business through referrals and cross-selling initiatives.
- Stay current on market trends, regulatory developments, and industry best practices to effectively advise clients and mitigate risks.
- Competitive but highly collaborative with the ability to work both independently and in a team environment
- Experience cultivating relationships with affluent clients
SKILLS AND EXPERIENCE WE’RE LOOKING FOR
Qualifications
- Bachelor’s degree (B. A./B.S.) from accredited college or university
- Series 65 (or equivalent)
- Seven years as a Registered Investment Advisor representative or licensed Registered Representative for a full-service broker dealer
- Proficiency with Excel, PowerPoint, Word, Microsoft 365
- Experience with Salesforce a plus
Note to Applicants
Most roles at CORDA will be part of our structured hybrid work model. This includes working together in the office on Tuesdays, Wednesdays, and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility. May require travel to meet with clients, attend conferences and industry events.
Send Us Your Resume
If you’re interested in a career with CORDA, fill out the form below with your information and we’ll get back to you as soon as possible.
