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Build and deepen relationships with financial advisors across wirehouse, independent broker/dealer, and RIA channels. Promote NexPoint funds and registered investment products through calls, emails, meetings, and sales presentations. Create portfolio and mutual fund analyses using Zephyr and Morningstar, support territory management, provide advisor resources, and collaborate on cross-departmental projects. The role requires Series 7 and 63 licenses, strong communication skills, financial knowledge, and limited travel.

Supports shareholder services and 1031 Exchange operations for financial advisors and distribution partners. Reviews subscription documents, coordinates exchange closings, reconciles transactions and fund activity with internal teams and third-party vendors, resolves operational issues, and improves procedures and workflows. The role also manages cross-functional projects involving distribution, accounting, marketing, legal, compliance, and external partners while providing phone and account-related support.

Create branded digital and print graphics, executive presentations, web layouts, social media assets, advertisements, event collateral, and video enhancements. Maintain consistent visual identities across corporate entities and product lines while updating WordPress content and supporting SEO and analytics initiatives. Collaborate with Marketing, Communications, National Accounts, and internal stakeholders to translate business objectives into compelling visual solutions and manage multiple projects across competing priorities.

Conduct fundamental credit research on investment-grade corporate issuers, evaluating financial statements, capital structures, cash flow, leverage, liquidity, and downside scenarios. Assess relative value across securities and credit curves, monitor portfolio holdings and market developments, and provide actionable recommendations to portfolio managers. Partner with portfolio managers and traders on portfolio construction, trade execution, and risk management.

Support National Accounts by managing Salesforce reporting, CRM data integrity, and sales analytics. Coordinate due diligence, communications, and cross-functional requests. Improve processes, enable sales through reporting and materials, and support product launches, conferences, and strategic initiatives.