Compensation: Base salary + bonuses + benefits
Our client is a premier retirement management practice that goes beyond just managing investments. Through comprehensive planning, they serve as guides for their clients as they begin to unwind their hard-earned retirement savings. This firm is a top-tier practice, managing over a billion in assets. The level of care and the services they provide leave their clients feeling secure and ready for the future. Their core values are integrity, accountability, and courage.
This firms is seeking to add a Senior Portfolio Director to their inclusive and fun working environment with room for growth and advancement. The Senior Portfolio Director is responsible for defining, analyzing, and executing the investment portfolio for
our wealth management services. This role involves owning portfolio construction, providing investment commentary, overseeing the firm's investment process, and engaging with clients through strategic communication.
This firm places a high value on team culture and takes pride in the special environment they have created together. They offer a competitive salary, benefits package, work from home flexibility and amazing team events and outings.
Responsibilities:
Portfolio Ownership:
- Maintain and enhance the firm’s investment portfolio and performance through consistent execution of a curated set of investment products
- Proactively evaluate alternative models, seek input from external resources, and maintain strong relationships with asset management companies
- Conduct due diligence on potential investment opportunities and present recommendations to the Partners
- Lead the firm's Investment Committee in developing and implementing the firm’s investment philosophy
- Facilitate investment meetings to communicate current portfolio positioning and performance
Client Interactions and Communications:
- Develop strategic client communications that highlight the firm's investment philosophy
- Create weekly market commentaries explaining the impact of current market events on investment strategies
- Ensure firmwide alignment in communicating the value proposition and market outlook of the investment portfolio
- Produce client-ready investment collateral for Advisors to use in client retention and acquisition
- Collaborate closely with Advisors and Relationship Managers to address client needs and engage with clients to discuss portfolio progress and offer recommendations, as necessary
Core competencies:
- Innovative problem-solving: demonstrates exceptional ability to generate creative solutions to complex challenges
- Forward-thinking strategy: exhibits initiative-taking and strategic thinking to anticipate future trends and opportunities
- Leadership excellence: possesses strong leadership qualities, adept at delegating tasks and measuring accountability for oneself and the team
- Client-focused communication: excels in client-centered communication, with a strong commitment to personal engagement and direct client interaction
- Commitment to continuous learning: eager to embrace the firm's approach to comprehensive planning, recognizing, and leveraging the full value of a complete plan
Qualifications:
- Bachelor’s degree
- Proven experience in investment management with successful portfolio management and strategy development
- Trading experience with the ability to process personal securities transactions
- Series 7, 63/65 or 66 licenses
- Life, Accident & Health Insurance licensing (can be obtained once hired)
- CFA designation preferred