What are the responsibilities and job description for the Client Portfolio Manager position at Carson Group Holdings, LLC?
Who We Are
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
The role requires a dynamic and vibrant personality. This person is a self-starter with a high sense of drive and a 100% high achiever mindset. Here are some personality traits that describe a perfect Client Portfolio Manager: Smart, Driven, Accomplished, Professional, Friendly, Self-assured, Helpful, Agile.
What To Expect
- Manage and build relationships with advisors and prospects
- Support growth through education of the investment research value proposition and tailored implementation for prospective advisors and transitioning offices.
- Conduct in-person portfolio discussions and initiate social opportunities
- Help advisors and prospects create, and map portfolios for their clients
- Collaborate with Carson partners in calls / meetings with high net worth/ ultra-high net worth clients
- Support customized portfolio construction for high/ultra-high net worth clients working with the advisors and the investment team
- Work as a liaison between the portfolio managers in the platform and partners
- Liaison with the investment team to provide client-ready deliverables and insights to advisors and clients
- Coordinate development of client presentation materials and performance reports with team members
- Assist as needed with development of marketing materials, including presentation enhancements and quarterly mailers
- Support business strategy and business development activity
What You Need
- The candidate must have a minimum of 7 years of experience in Asset and Wealth Management
- Investment and markets background
- Superior communication skills, both written and verbal
- Strong attention to details
- Strong cross-functional team building and management skills (for example, partnering with multiple distribution channels, marketing, product administration, legal and compliance)
- MBA, and a CFA or CFP designation highly desirable
- Leadership-traits to influence people
- Organization, coordination and project management skills
- Strong understanding of multiple asset classes, including equities, fixed income, real estate and alternative investments
- Experience working with advisors and/or institutional separate accounts, commingled funds, and mutual funds
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
