Role OverviewThis job is responsible for working with complex, high-net-worth investors to create customized investment strategies in partnership with Senior Managers. The role involves evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication. The job expectations include helping teams to drive client retention and business development, while mentoring associates.
What You Will Do
Evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management and compliance, investment reviews, and proactive client communication.
Why It Might Be a Fit
The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience.
Requirements
- Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
- Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
- Knowledge of fiduciary and financial products and services through extensive related work experience
- Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
- Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
- Skills and experience in negotiating, delegating, leadership, superior client service and relationship management
Benefits
- Discretionary incentive eligible
- Annual discretionary plan
- Paid time off
- Industry-leading benefits
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