Portfolio Manager Lead
2 weeks ago
Edward Jones is a Fortune 500 company where people come first, partnering for positive impact to improve lives and communities.
We are seeking a highly skilled Senior Portfolio Manager to join our team, providing personalized investment management and fiduciary services. As a key member of our Trust Company, you will consult with financial advisors, clients, and other professionals to review and assess client needs.
The ideal candidate will have extensive experience in portfolio management, estate planning principles, taxes, insurance, and other financial planning-related items. You will also possess strong verbal and written communication skills, able to provide concise market commentary and explain complex investment terms to clients.
Key Responsibilities- Provide discretionary management for complex trust and high net worth portfolios, aligning with clients' unique needs and governing documents.
- Partner with financial advisors to understand clients' needs and enhance their overall experience.
- Establish an appropriate investment objective, articulate a tailored strategy, and recommend investments, explaining account performance.
- Utilize available systems, tools, and resources to efficiently execute trade and rebalancing decisions.
- Coach and train less experienced team members on best practices and escalated issues.
- Bachelor's degree required, business-related degree preferred.
- CFA Charter required.
- Ten+ years of financial services experience.
- Minimum six years of experience in portfolio management or related roles, making investment recommendations relied upon by others.
We offer a competitive salary range of $113,810 - $193,785, as well as a comprehensive benefits package, including medical, dental, vision, voluntary benefits, short- and long-term disability, basic life, and basic AD&D coverage. Our 401(k) retirement plan and tax-advantaged accounts, such as health savings accounts and flexible spending accounts, help our associates achieve their long-term goals.
LocationThis role is based at our Tempe, AZ home office location. As a result, we expect candidates to work in the office three days per week, with a preference for Tuesday through Thursday.
-
Portfolio Company Strategist
2 days ago
St Louis, Missouri, United States VDS Consulting Group Full timeAbout the Opportunity: VDS Consulting Group is seeking a Portfolio Company Strategist to join our team.About the Role: The Portfolio Company Strategist will work closely with our investment teams to develop and execute comprehensive plans for portfolio companies. The ideal candidate has at least 15 years of experience in operating partner roles, private...
-
Portfolio Management Specialist
11 hours ago
St Louis, Missouri, United States ENHANCED CAPITAL HOLDINGS INC Full timeJob DescriptionThe successful candidate will support the Enhanced Capital Climate Finance team by managing a portfolio of loans and tax equity investments. Key responsibilities include:Producing and presenting reports, presentations, and financial and operational summaries to internal and external stakeholders;Communicating with borrowers, developers, and...
-
Affordable Housing Portfolio Manager
11 hours ago
St Louis, Missouri, United States Affordable Equity Partners, Inc Full timeAbout the RoleAffordable Equity Partners, Inc. is a leading provider of investment banking services for affordable housing projects.We are seeking an experienced Affordable Housing Portfolio Manager to join our team in St. Louis, MO.The estimated salary for this position is around $85,000-$115,000 per year, depending on experience and qualifications.Key...
-
Portfolio Management Assistant
1 day ago
St Louis, Missouri, United States Edward Jones Full timeJob Description**Key Responsibilities:**• Support the Portfolio Solutions Team in assembling, reviewing, and ensuring integrity of investment data,• Conduct quantitative and qualitative analysis,• Prepare investment recommendations, performance reporting and monitoring,• Implement model trade processes and risk controls,• Manage internal and...
-
St Louis, Missouri, United States InterVision Systems Full timeRole OverviewWe are seeking an experienced Product Manager to lead the development and maintenance of our product portfolio. This role is critical in driving business growth through data-driven decision making.The successful candidate will have a strong analytical mindset, excellent communication skills, and the ability to work effectively with...
-
Asset Portfolio Strategist
3 weeks ago
St Louis, Missouri, United States Edward Jones Full timeExpert Portfolio Management OpportunitiesWe are seeking an experienced Asset Portfolio Strategist to join our Wealth Management Advice and Solutions Division (WMAS) at Edward Jones.This role is centered around delivering tailored investment solutions that meet the unique needs of our clients. As a key member of our Portfolio Solutions Team, you will play a...
-
Insurance Portfolio Manager
3 weeks ago
St Louis, Missouri, United States GPAC Full timeAbout the Role:We are seeking an experienced Insurance Portfolio Manager to join our team in this exciting opportunity.Job Summary:This position will involve managing a portfolio of personal lines insurance accounts, providing exceptional service to clients and staying up-to-date on industry trends and insurance products.Main Responsibilities:Manage a...
-
High Net Worth Portfolio Strategist
3 weeks ago
St Louis, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a Senior Portfolio Strategist to join our High Net Worth team at Edward Jones. This is a unique opportunity to leverage your expertise in financial planning and investment management to deliver exceptional results for our clients.Job OverviewThe Senior Portfolio Strategist will be responsible for leading the development of client...
-
Multidisciplinary Portfolio Strategist
3 weeks ago
St Louis, Missouri, United States Edward Jones Full timeAbout the RoleWe are seeking a highly skilled Multidisciplinary Portfolio Strategist to join our team at Edward Jones. As a key member of our Wealth Management Advice and Solutions Division, you will play a crucial role in developing tailored solutions for our clients' complex financial needs.Key Responsibilities:Design and implement effective portfolio...
-
Portfolio Property Supervisor
4 weeks ago
St Louis, Missouri, United States TGBG Management Full timeResidential Apartment Community LeaderWe are seeking a skilled and dedicated Portfolio Property Supervisor to oversee the daily operations of a residential apartment community. The ideal candidate will be responsible for managing property staff, maintaining the property, ensuring tenant satisfaction, and more.The successful candidate will have experience in...
-
Lead District Manager
3 weeks ago
St Louis, Missouri, United States Public Storage Full timeAbout the RolePublic Storage is a leading company in the self-storage industry, with thousands of locations nationwide. As a District Manager, you will be responsible for managing a portfolio of multi-unit locations and executing company strategies to drive sales and customer satisfaction.Salary and BenefitsWe offer an annual total compensation award...
-
Portfolio Investment Manager
4 weeks ago
St Louis, Missouri, United States Edward Jones Full timeCompany OverviewEdward Jones is a leading financial services firm committed to providing exceptional client experiences. As a Fortune 500 company, we prioritize our clients' needs and strive for long-term success.We are a privately-owned organization with a strong focus on innovation, flexibility, and inclusion. Our associates are valued, respected, and...
-
Collections Portfolio Specialist
1 week ago
St Louis, Missouri, United States Neighbors Credit Union Full timeAbout the Role:The Senior Member Solutions Representative is a key leadership position at Neighbors Credit Union, responsible for managing delinquent accounts and leading the collections team. This role requires a strong understanding of collections processes, delinquency management, and compliance with federal and state regulations.Responsibilities and...
-
Project Management Lead
5 days ago
St Louis, Missouri, United States Cigna Full timeAbout the JobWe are seeking an experienced Implementation Manager to join our team at Evernorth Health Services, a division of The Cigna Group. As an Implementation Manager, you will be responsible for leading the Commercial New Client Implementations team and managing the end-to-end implementation project delivery.Key ResponsibilitiesLead or co-lead...
-
Release Management Lead
1 week ago
St Louis, Missouri, United States Futran Tech Solutions Pvt. Ltd. Full timeJob Description: As a Release Management Lead at Futran Tech Solutions Pvt. Ltd., you will be responsible for leading the payment processing team to ensure smooth release management. You will analyze event-driven technology to identify areas of improvement and develop and maintain DevOps processes to support production operations.\Key Skills:5+ years of...
-
Multifamily Portfolio Assistant
4 days ago
St Louis, Missouri, United States Pepper Pike Staffing LLC Full timeAbout the RoleThis Assistant Property Manager position offers an exciting opportunity to work in a dynamic team environment at Pepper Pike Staffing LLC. As a key member of our operations team, you will be responsible for managing multifamily properties, leading a team, and achieving occupancy goals.Main Responsibilities:Develop and implement strategies to...
-
Facilities Management Director
3 weeks ago
St Louis, Missouri, United States Next Level Talent Full timeNext Level Talent is seeking a Facilities Management Director to oversee the day-to-day operations of our St. Louis, MO properties. As a seasoned professional in property management, you will be responsible for ensuring the high-quality maintenance and repair of our scattered site single-family rental portfolio.Main ResponsibilitiesDevelop and implement...
-
IT Solution Architect Lead
4 days ago
St Louis, Missouri, United States Enterprise Holdings Full timeOverviewEnterprise Holdings is a global leader in the mobility and technology industry, with a diverse portfolio of brands that serve customers across the world.We operate through a robust network of over 10,000 fully staffed neighborhood and airport offices, including franchisee branches, in more than 90 countries and territories. Our fleet of over 2.3...
-
Information Management Lead
6 days ago
St Louis, Missouri, United States Build-A-Bear Full timeJob Title: Information Management LeadAbout the Role:We are seeking an experienced Information Management Lead to join our team at Build-A-Bear. The successful candidate will be responsible for ensuring the quality, integrity, and security of our data assets.Key Responsibilities:Data Governance Frameworks: Develop and implement robust data governance...
-
St Louis, Missouri, United States Edward Jones Full timeAbout the Role:We are looking for an experienced Senior Software Engineer and Technical Architect to join our team as a Technical Lead for Canadian Business Unit. In this role, you will lead the development of technology initiatives, collaborate with cross-functional teams, and drive technology standards and patterns.Key responsibilities include leading the...