Institutional Senior Investment Advisor - New York, New York
Core
Partners with Institutional Relationship Managers to provide sophisticated investment products and services to institutional clients, focusing on asset growth and portfolio management.
Role type
Senior IC Institutional Investment Advisor
Builds
Managed account solutions and investment strategies for institutional clients
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Institutional client management, investment strategy development, portfolio monitoring, regulatory compliance (FINRA/SEC), salesforce CRM usage, financial analysis, tax planning concepts
Preferred skills
MBA or advanced degree, CFP/CIMA/CAIA/CFA designations, 5+ years in asset allocation, consultative sales experience
Technologies
SalesForce.com, TD Wealth tool set
Responsibilities
Accountable for positive net growth in assets under management, develop and define investment strategies for clients, monitor client portfolios and implement changes, ensure compliance with legal and regulatory requirements, mentor junior staff, record client correspondence and sales activity
Seniority
Senior, hands-on IC with mentorship duties
