What are the responsibilities and job description for the Investment Advisor position at ECG Resources, Inc.?
Wealth Management Firm in Louisville, Kentucky is seeking a Senior Portfolio Manager to lead investment division.
- Provide investment advice to HNW individuals, family members, and associated trusts / entities
- Engage, mentor and lead junior staff
- Lead internal investment process, asset allocation, security selection, etc.
- Must have broad based investment background
- Build consensus around investment process / philosophy
- Strong communicator with an ability to educate clients in investment principles ($3mm - $140mm clientele)
- Extensive client contact
- Not new business oriented; focus is on maintaining and developing current clients
- 10 years’ experience
- CFA preferred
- Familiarity with investment software / technology - ability to implement new systems and best practices is a plus
- Strong growth potential
- Compensation package includes Equity opportunity
Relocation Assistance Available
