Senior Investment Manager
Core
Define and own the investment management philosophy for Financial Advisors and teams, acting as a team CIO to deliver holistic investment solutions and align client goals with asset allocations.
Role type
Senior Investment Manager (Team CIO)
Builds
Holistic investment solutions and portfolio strategies for client teams
Domain
Wealth Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio management, Investment strategy, Risk assessment, Client needs analysis, Regulatory compliance (SAFE Act, Series licenses), Financial modeling
Preferred skills
CFP® or CPWA® designation, State registration management
Technologies
Salesforce
Responsibilities
Lead the investment committee for large teams, Prepare and present client performance review reports, Attend client review meetings to capture needs and track actions, Ensure risk profiles and asset allocations are aligned with client goals, Serve as subject matter expert for investment-related questions
Seniority
Senior, hands-on IC