Investment Manager

2 weeks ago

overland park, United States Creative Planning Full time

Creative Planning’s Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Manager’s primary function is to supervise accounts for their wealth management team. They are responsible for management of the intended strategy, all trading, distribution requests, weekly tax harvesting reviews, opportunistic rebalancing and cash investment needs. A successful Investment Manager will monitor assigned accounts, meet department trading needs, and excel at performing all job duties as described below.



This position is located on-site in Overland Park, Kansas.



We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directl



y.
JOB DU

  • TIESResponsible for all trades, distribution requests, and management to the strategy inte
  • ndedSetup new client accounts in portfolio management software and implement stra
  • tegyManage the accounts by reviewing each week

for:Tax harves

tingOpportunistic rebalan

cingCash investment n

eedsCash generation and distribution n

  • eedsPerform manual reviews for trading opportunities & document portfolio comments in the
  • CRMCreate Annual Review Packets for Wealth Manager Annual Rev
  • iewsCreate Detailed Recommendation Packets as reque
  • stedCreate Allocation Review Packets as needed for new account implementa
  • tionPerform daily reviews for available cash to invest from daily deposit rep
  • ortsPerform daily reviews for risk issues as assi
  • gnedPerform daily reviews for any NSF is
  • suesManage integration with the ByAll Account platform and monitor investment opt
  • ionsImplement changes to iRebal cash need rev
  • iewsImplement changes to iRebal strategy implementation rev
  • iewsReview iRebal positions marked DO NOT SELL and confirm accuracy before placing tr
  • adesCommunicate with both clients and advisors to explain trades and answer questions regarding investment philosophy and its implementa
  • tionPrepare and send one-time Orion reports requested by clients, advisors and plan
  • nersDevelop one-time recommendations for outside acco
  • untsAll other duties as assi



gned
REQUIRED EXPERIENCE / QUALIFIC

  • ATIONSBachelor’s
  • degreeThree years finance, trading or other relative financial services experience nec
  • essarySeries 65 (or equivalent substitute) attained within 120 days o
  • f hireMutual fund, equity or bond trading expe



rience
TECHNICA

  • L SKILLSM
  • S OfficeiRebal experience p
  • referredOrion experience p


referred

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