Manage a large book of fixed income portfolios on behalf of High-net-worth clients, trusts, and institutions
Implement tax sensitive income strategies, with somewhat broad investment authority and act independently within the established VIG (Verification of Investment Guidelines)
Lead team strategy calls and execute strategic and tactical positioning in accordance with strategy team allocations
Communicate the Fixed Income Strategies Teams current strategy and deliver market updates to the broader Wealth Investment Management (WIM) community
Participate in fixed income outreach to internal partners
Provide on-going support to generalist advisor partners in their knowledge, awareness, and implementation of fixed income management
Work with Client Relationship Group (CRG) partners to provide ongoing service to existing clients

5+ years of Wealth Investment Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Successfully completed FINRA Series 65 exam to qualify for immediate registration (or FINRA recognized equivalents, such as active Chartered Financial Analyst designation)
Proven ability to generate strong investment performance and deliver business growth strategies
Ability to develop partnerships and collaborate with other business and functional areas
Knowledge of Bloomberg and or BondEdge Municipal fixed income trading, research or portfolio management experience
Knowledge of coding languages (VBA, Python, R, SQL)

Lead Portfolio Manager – Municipal Fixed Income

Key skills