Private Wealth Management Portfolio Management Associate Director
Core
Senior service team member supporting Financial Advisors in developing and executing client investment strategies, managing asset allocations, and delivering client reporting.
Role type
Senior IC portfolio management associate director (service/support)
Builds
Client investment portfolios and performance reports
Domain
Private Wealth Management / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Asset allocation management, trade execution, client reporting, estate/trust/retirement/insurance objective updates, client meeting support, digital marketing execution, firm-approved system proficiency, MS Excel, compliance adherence
Preferred skills
Leadership, quick learner of new platforms, detail-oriented, time management, multi-tasking, goal-oriented
Technologies
Firm-approved portfolio management systems, MS Office (Excel), internet applications
Responsibilities
Enter new or adjust existing asset allocations and input trades; prepare and review client reports from firm-approved systems; assist with research using firm-approved systems; participate in client meetings representing the service lens; update clients' estate, trust, retirement, and insurance objectives; review new client prospects; execute clerical elements of digital and in-person marketing strategies; provide feedback on firm-approved tools and resources