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Senior Portfolio Manager
2 months ago
Position Overview
The Senior Portfolio Manager plays a pivotal role in the client relationship, acting as the investment strategist responsible for assessing, designing, and managing all facets of portfolio construction, including the selection of investment managers.
Key Responsibilities:
Ensure the completion of the investment policy statement. Serve as a technical and industry authority in managing intricate individual and family client relationships for those seeking a sophisticated investment program, encompassing manager selection and various investment vehicles, including traditional, alternative, and derivative solutions. Assist Portfolio Consulting teams in effectively conveying our business culture, investment philosophy, and a spectrum of investment and non-investment solutions pertinent to prospects and existing clients. Formulate and propose strategies to meet clients' investment objectives. Engage with clients to evaluate investment performance and anticipate market shifts based on economic and industry analyses, including objectives and asset allocation models, ensuring that current allocations remain suitable. Manage all aspects of portfolio oversight, including executing trades, maintaining investment action plans, monitoring and addressing overdrafts, conducting regulatory investment reviews, and documenting account activities and client interactions. Contribute to market revenue growth by achieving individual investment management, credit, and deposit targets. May involve the development and marketing of specialized asset allocation products and services. Mentor and supervise junior staff members.Required Qualifications:
A minimum of 10-15 years of experience in investment decision-making and financial consulting, particularly with high net worth and ultra-high net worth clients. Proven track record in progressively responsible roles within a reputable financial services firm, ideally in wealth management, private banking, or trust services. Extensive knowledge of fiduciary and financial products and services acquired through relevant work experience. Comprehensive technical understanding of investments, taxation, legal matters, and operations essential for client service. Familiarity with fiduciary standards, principles, and applicable laws and regulations, typically gained through training or formal education. Proficient in negotiation, delegation, leadership, superior client service, and relationship management skills.Desired Qualifications:
Bachelor's degree in Finance, Accounting, Economics, or equivalent financial services/business experience is preferred, along with relevant credentials such as CPA, CFP, or CFA. A graduate degree, such as an MBA or JD, is preferred. The ideal candidate will possess a balanced mix of financial services expertise, management acumen, and business development experience.Skills:
Advisory Services Client Investment Management Customer and Client Focus Investment Management Presentation Skills Active Listening Analytical Thinking Attention to Detail Client Experience Branding Valuation Ethics and Practice Standards Collaboration Critical Thinking Data Quality Management Trading Written Communication SkillsMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week: 40
