CAZ was founded in 2001 with the backing of some of the most respected and successful families in the state of Texas. Since our inception, we have focused our efforts on finding excellent opportunities to invest our personal money and then providing the ability for our global network of investors to co-invest with us. We exist to provide Exclusive Access to Unique Alternatives.
We recently grew our ownership consortium to include several veterans in financial services as well as the world’s leading life and business strategist, Tony Robbins. Robbins was thrice named to the WORTH 100 most influential people in the world of global finance. His two financial books, Money: Master the Game and Unshakeable, were both #1 New York Times Bestsellers. Robbin's latest book, The Holy Grail of Investing, co-authored with our Chairman and CIO, Christopher Zook, recently became a #1 New York Times Bestseller as well. Robbins’ private financial events often feature speakers like Paul Tudor Jones, Ray Dalio, Jeff Gundlach, Hank Paulson, Alan Greenspan, and others.
We are quite different than the vast majority of other investment management companies in multiple ways. First, we always invest our personal capital alongside our Partners. We have more than $600mm of our personal capital committed to our investment vehicles. We provide access to our Partners to co-invest with us in these vehicles, which we believe provide the best opportunities for our families’ and our Shareholders money. Second, because of the scale of our investments, we have access to opportunities that would otherwise not be available to investors with less than $250mm - $500mm of investable assets. Quite simply, there are many investments we can provide for our Partners they could never access on their own. Third, and what we believe is the most unique feature of our Firm, almost all of our compensation is earned only if an investor makes money. In many cases, if our Partners do not make money, we don’t get paid. This ultimate alignment of interests is why we focus on finding the absolute best risk/reward opportunities available.
Account Manager- Houston, TX
The Account Manager will support the ongoing service and advisory efforts for many of the firm's longest-term and deepest Partner relationships in addition to driving business growth within the existing client base.
Key Responsibilities:
- Support the management of ongoing relationships with Investors as led by a senior member of the Team.
- Conduct a high volume of outreach, including calling and emailing, to grow existing accounts.
- Lead solution discovery engagements to understand clients’ requirements, pain points, objectives, and priorities.
- Collaborate and communicate effectively with internal team members and executives to strategize, prepare, and execute account growth.
Success as an Account Manager will be measured by your:
- Ability to effectively provide service and expertise to the firm's Partner base
- Capacity to work within and acrossteams to bring success to all membersof the firm
Requirements:
- Required knowledge of alternative investments and the broader financial services industry.
- A bachelor’s degree or equivalent experience is required.
- Minimum of 5+ years of experience growing relationships.
- Excellent verbal and written communication skills, including the ability to speak publicly to groups.
- Participation in industry-facing business development and marketing efforts.
- Houston- based; this position is on-site.
Compensation and Benefits:
- Base salary will be commensurate with experience
- Bonus opportunities will be tied to effectiveness, measured by a periodic goal-setting process, with the amount of opportunity depending on value-added to the organization and firm profitability
- Participation in our matching 401k plan
- We offer a generous PTO plan, along with an excellent benefits portfolio
