The Portfolio Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing all aspects of the portfolio construction including manager selection.
- Act as Investment quarterback of client relationship by evaluating, designing and overseeing all aspects of portfolio construction including manager selection.
- Oversee completion of investment policy statement.
- Act as a technical/industry expert in managing complex individual and family client relationships for clients who desire a sophisticated investment program, including, manager selection, type of vehicle, including traditional, alternative, and derivative solutions.
- Support PC teams in effectively communicating to prospects our business culture, investment philosophy and range of investment and non-investment solutions that are relevant to the prospect and or existing clients.
- Develop and recommend strategies to achieve the investment goals of clients.
- Meet with clients to review investment performance and forecast market changes based on economic and industry analysis, including objectives and asset allocation models, ensuring current allocations are appropriate.
- Conduct all aspects involved with managing portfolios, including executing all trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting Reg. 9 investment reviews, and documenting account activities and client interaction.
- Support revenue growth of the market by meeting individual investment management, credit and deposit goals.
- May be responsible for developing and marketing specialized asset allocation products and services.
- Supervising, mentoring and coaching more junior staff.
- Knowledge of fiduciary and financial products and services required through extensive related work experience.
- Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients.
- Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school.
- Skills and experience in negotiating, delegating, leadership, superior client service and relationship management skills required.
- A minimum of 10 - 15+ years of investment decision making and financial consulting experience working with high net worth clients and ultra-high net worth clients.
- The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience.
- This individual will have held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field.
- Undergraduate degree in Finance, Accounting, Economics or equivalent preferred as well as hold appropriate credentials such as CPA, CFP and or CFA designation.
- A graduate degree such as MBA or JD preferred.
1st shift (United States of America)
Hours Per Week: