Senior Portfolio Advisor
Core
Manage a full set of fee-producing investment accounts for large and sensitive personal trust relationships and individual investors with complex investment needs.
Role type
Senior IC portfolio advisor (wealth management)
Builds
Investment portfolios and strategies for high-net-worth clients
Domain
Wealth management / Asset management
Required skills
investment and portfolio management theory, accounting and financial principles, investment strategies and instruments, market analysis, decision-making, sales, negotiation, complex problem solving, thought leadership
Preferred skills
CFA designation, experience leading functional teams or projects
Technologies
PM Dashboard, investment methodologies, emerging technology capabilities
Responsibilities
Develop and direct execution of investment programs to achieve client objectives, analyze and plan overall investment strategy with continuous revision, maintain presence within client-facing team and with clients/co-trustees/consultants, demonstrate mastery with new investment strategies and tools, participate in thought leadership publications and events, adhere to National Investment Guidelines and risk management practices, serve on investment services committees, lead others to solve complex problems
Seniority
Senior, hands-on IC