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, complex problem solving, thought leadership
Preferred skills
Leading functional teams or projects, thought leadership publications, symposium participation
Technologies
Investment methodologies, Goals Driven client experience tools, PM Dashboard
Responsibilities
Develop and direct execution of programs to achieve investment objectives for specific clients; Analyze and plan overall investment strategy with continuous revision; Generate new business and hit specific sales targets; Maintain presence within local client facing team and coordinate with co-trustees, consultants, and legal; Engage in thought leadership publications and educational events; Lead others to solve complex problems; Provide feedback on national initiatives and changes.
Seniority
Senior, hands-on IC