What are the responsibilities and job description for the Experienced Portfolio Manager Lead position at Capitol Securities Management Inc.?
About Us
Capitol Securities Management, Inc. is a leading provider of financial services, committed to delivering exceptional client experiences and achieving outstanding results.
Job Summary
We are seeking an experienced and skilled Producing Manager to join our team in Richmond (Glen Allen), VA office. As a Producing Manager, you will be responsible for leading our financial advisory team, building strong client relationships, and driving business growth.
Key Responsibilities:
- Client Acquisition and Relationship Management: Develop and implement strategies to attract and retain high-value clients.
- Conduct regular reviews and updates of client portfolios based on market conditions and client goals.
- Lead and motivate the financial advisory team to achieve exceptional client service and business growth.
Requirements:
- 10 years of experience as a financial advisor with a proven track record of growing business.
- Strong understanding of investment strategies, financial planning principles, tax laws, and market dynamics.
- Exceptional communication and leadership skills.
