Senior Portfolio Advisor II
Core
Manages a reduced set of major fee revenue producing accounts for large and sensitive high net worth personal trusts and individual investment portfolios, typically larger in size and complexity within the market.
Role type
Senior IC portfolio advisor (wealth management)
Builds
Investment portfolios and client service programs
Domain
Wealth management / Asset management
Required skills
Investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, market analysis, sales, negotiating, thought leadership, complex problem solving, risk management
Preferred skills
Leading functional teams or projects, developing investment programs, thought leadership publications
Technologies
Goals Driven client experience, PM Dashboard, REV peer review process
Responsibilities
Analyze and plan overall investment strategy with continuous revision, develop and direct execution of programs to achieve investment objectives, generate new business and hit specific sales targets, maintain presence within local client facing team and coordinate with co-trustees and outside attorneys, engage in thought leadership publications and symposiums, serve on standing investment services committees, lead others to solve complex problems
Seniority
Senior, hands-on IC