Sr. Portfolio Strategist- Akron/Canton Area
Core
Advises clients on investment strategies and constructs/customizes portfolios to meet client needs and preferences.
Role type
Sr. Portfolio Strategist
Builds
Customized investment portfolios for High Net Worth clients
Domain
Private Banking / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio construction, investment strategy, alternative investments, open architecture approach, HNW client management, lead development, Centers of Influence (COI) relationship building, regulatory compliance (Reg 9)
Preferred skills
Professional Designation, 15+ years investment management experience, Bachelor's in business
Technologies
Open architecture investment platforms
Responsibilities
Review and modify investment portfolios per client objectives, communicate portfolio changes and market events to clients, collaborate with relationship teams on client reviews, interface with external advisors for asset allocation, meet individual revenue and growth goals, participate in professional associations, implement portfolio changes for select relationships, maintain compliance with internal policies
Seniority
Senior, hands-on IC
