What are the responsibilities and job description for the Portfolio Manager position at Lead Advisor, LLC?
Lead Advsior is a consulting and search firm specializing in wealth management. This role is for one of our clients. To view other open roles, visit jobs.lead-advisor.com
Senior Portfolio Manager
Our client, a top wealth management practice based in Atlanta is hiring a Portfolio Manager to build client portfolio and educate clients as an investment expert in the practice.
They would work closely with the Wealth Management Advisors to bring forward a first class experience for clients. They should have a passion in research, constructing client portfolios and also have the ability to interface with clients. The right candidate should be comfortable in both passive and active management strategies depending on the client’s needs.
Key Responsibilities, yet not limited to:
- This position will be responsible for the investment strategy and recommendations within the practice.
- Working with the WMAs to research and refine the investment strategy.
- Creating investment takeover proposals and conducting portfolio analysis.
- Conducting research and providing written commentary to clients.
- Creating executive summaries and talking points on client accounts.
- The candidate should have confidence with working with individual stocks, especially in large cap.
Meet with clients:
- As the investment expert to share market updates, portfolio updates and educate clients on investment recommendations.
- They should be reviewing the strategy with clients and also help client with investing new assets
- Handle client review meetings
- Will be responsible for trading accounts, rebalancing, tactical tilts and tax loss harvesting execution. They will also update model portfolios.
- Manage members of the investment operations team.
- Ensure the Wealth Management Advisors are briefed on planning and investment updates prior to meetings along with the ability to educate clients on their positions directly.
- Other tasks may include:
- Benchmarking performance
- Meeting with wholesalers and other industry professionals to stay ahead of the curve on the client experience and offerings.
- Ensuring all client interactions are up to date in CRM system
- Researching current regulations, tax law changes and other pertinent industry information to stay ahead of changes that can affect clients
Requirements:
- Bachelors Degree
- 8 years of investment experience
- Series 7 and 66
- Preferred if candidate has or is pursuing CFA designation.
Job Type: Full-time
Pay: $150,000.00 - $200,000.00 per year
Benefits:
- Paid time off
Schedule:
- Day shift
- Monday to Friday
Experience:
- Financial services: 8 years (Required)
Work Location: In person
Salary : $150,000 - $200,000
