About this role
Role Overview
- Lead investment management for high-value client relationships with sophisticated needs.
- Ensure operational accuracy, compliance, and high-touch client servicing.
- Create and adjust asset allocation strategies to align with evolving client goals.
- Conduct in-depth portfolio reviews and guide long-term wealth planning conversations.
- Mentor Associate Portfolio Managers and Portfolio Managers to elevate team capabilities.
- Contribute to team investment philosophy and tactical allocation decisions.
- Collaborate with legal, tax, and planning experts to deliver holistic solutions.
- Serve as a subject matter expert in client meetings and internal strategy sessions.
- Identify risks and opportunities across portfolios and macroeconomic trends.
- Support growth of the Private Asset Management business through referrals and insights.
Requirements
- 5 years complex, direct portfolio management experience with individual clients
- 7 – 10 years complex, direct portfolio management experience with individual clients
- Bachelor's degree
- CFA or CFP certification
- Previous experience with various trading platforms
- Previous experience with investment research platforms
- Deep understanding of investment acumen
- Strong proficiency and deep demonstrated background in client relationship building skill set
Benefits
- comprehensive Total Rewards package
- superior retirement program
- highly competitive health, wellness and work life offerings