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Wealth Management Investment Strategist

2 months ago

Milwaukee, Wisconsin, United States HTLF Bank Full time

About HTLF Bank

HTLF Bank is a diversified financial services company headquartered in Denver, Colorado. We deliver community banking at scale by powering our geographically diverse group of banks with technology, efficiency, and strength, giving local decision-making the opportunity and insights to focus on customers and growth.

Our Culture

We believe our employees and their diverse backgrounds, perspectives, and skills are our greatest assets. We wouldn't be HTLF Bank without the people with whom we surround ourselves and empower to enrich the lives of our customers, employees, and communities. We're dedicated to making HTLF Bank the best place to work – where your opinions are valued, your feedback and ideas are heard, and your opportunities for personal growth and professional development are endless.

Job Summary

The Investment Strategist II works directly with high-net-worth clients to create custom investment solutions that harness the power of the investment process. This role manages accounts for high-net-worth clients that typically have between $1-$5 million in investable assets. In addition, the Investment Strategist II is responsible for developing and maintaining customer relationships through quality customer service, anticipating client needs, and communication to meet defined objectives.

Key Responsibilities

  • Manages assigned accounts for high-net-worth clients and supports the new business development efforts of the Wealth Advisor.
  • Implements the investment policy within portfolios for which HTLF Bank has investment responsibility and communicates this policy to high-net-worth clients.
  • Increases Assets under Management (AUM) and revenue by conveying the HTLF Bank investment process and policies to prospective clients to help the Wealth Advisor complete the sale of investment services.
  • Assesses the financial goals, risk tolerance, and investment preferences of clients.
  • Conducts thorough research on financial markets, asset classes, and investment opportunities to make informed decisions on assigned accounts.
  • Analyzes existing investment portfolios and makes recommendations for asset allocation, diversification, and risk management.
  • Develops and implements investment strategies tailored to clients' objectives and constraints.
  • Continuously monitors the performance of investment portfolios and adjusting strategies as needed.
  • Provides quality customer service and communicates with clients to provide updates on portfolio performance and addresses their concerns or questions.
  • Stays informed about economic trends and global events that could impact investment decisions.

Qualifications

Education and Work Experience:

  • Bachelor's in Finance, Business Administration, or other related field required.
  • Masters preferred.
  • 5-7 years experience in Investment Management, Financial Planning, or Brokerage that includes communicating complex and detailed information related to investment management process and portfolio construction required.
  • Direct experience managing and rebalancing individual portfolios through a multi-asset class investment strategy required.
  • Supervisory or team leadership experience required.

Knowledge, Skills, and Abilities:

  • Ability to develop, expand, and close relationships with clients and external professionals (attorneys, financial advisors, accountants) to enhance business opportunities.
  • Strong communication skills (verbal, written, listening, presentation).
  • Demonstrate trust, investment, and trading knowledge of portfolio modeling, platforms, policies, and procedures, state and federal laws/regulations.
  • Demonstrate proficiency in Microsoft Office (Excel, Word); Advent MOXY or AXYS; Thompson Reuters or Bloomberg.
  • Demonstrate competence in all trading requirements including portfolio modeling and order entry with the objective being to minimize trade errors.

Licenses and Certifications:

  • Charted Financial Analyst (CFA) preferred.
  • Certified Financial Planner (CFP) preferred.
  • Certified Public Accountant (CPA) preferred.
  • Juris Doctor (JD) preferred.

Salary Range:

$110,324.00 - $143,422.00