Client Portfolio Manager

Profile

Primary relationship resource for a subset of our largest and most important existing Solutions relationships.
Partner with sales to support the sales process and ongoing relationship management. This partnership will include support with the initial sales conversations (typically education), help with onboarding new relationships and then ongoing support once the client has invested with firm
Assist advisor teams with more complicated transition situations (typically tax related). This work could include both the upfront analysis but then also the actual implementation where the individual would work with client service, operations, and trading to ultimately get the one or more accounts invested properly.
Handling incoming calls and emails from advisors and the firm sales force related to separate account strategies and our process and implementation.
Assist the portfolio management team with the onboarding of new managers who are providing model portfolios for implementation by firm
Collaborate with portfolio management colleagues on product development projects
Helping with ad hoc reporting
Qualifications
5 years' experience supporting investment management strategies
Undergraduate degree. Progress towards CFA designation or desire to pursue strongly preferred
Eloquent and persuasive communicator (verbal and written)
Strong technology skills. Prior experience with financial technologies (FactSet, Bloomberg, Morningstar, etc.), coding and advanced Excel skills, viewed favorably
Ability to think critically and research and analyze data
Outstanding client service/interpersonal skills
Demonstrated organizational skills and attention to detail
Ability to work on multiple issues/projects simultaneously
Resourceful results driven problem solver
Required Years of Experience
5
Additional Info
For more information, contact Lynn
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Salary Range

Company info

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