Role OverviewAs a senior member of the service team, the Portfolio Management Associate Director will assist Financial Advisors/ Private Wealth Advisors/ teams with the development and execution of investment strategies based on client goals. The successful candidate will have strong interpersonal skills and a focus on delivering an exceptional client experience.
What You Will Do
The Portfolio Management Associate Director will enter new or adjusting existing asset allocations and input trades, prepare and review client reports, assist with research, participate in client meetings, and execute digital and in-person marketing strategies.
Why It Might Be a Fit
The successful candidate will have 10+ years of experience in a field relevant to the position, strong leadership skills, and knowledge of financial services products. They will be able to work in a fast-paced, evolving environment and be adaptable and able to multi-task.
Requirements
- 10+ years of experience in a field relevant to the position
- Advanced degree or professional certification or prior industry experience
- Active Series 7 (GS) and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
- Strong compliance record
Benefits
- Medical
- Prescription Drug
- Dental
- Vision
- Health Savings Account
- Dependent Day Care Savings Account
- Life Insurance
- Disability and Other Insurance Plans
- Paid Time Off
- Parental Leave
- Vacation Days
- 10 Paid Holidays
- 401(k)
- Short/Long Term Disability
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