Team Leader - Portfolio Management FFA

Job Locations US-PA-Bethlehem

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

The primary responsibility of this position is to manage a team of Professionals engaged in Investment Management, including business planning, revenue forecasts, establishing goals and targets, development and implementation of operating processes and procedures and ensure compliance to applicable regulations. The incumbent will also manage investment portfolios for assigned clients, maintain and expand existing client relationships, develop new client relationships and contribute to broader departmental and corporate initiatives.

Plan, manage and evaluate the activities and performance of Team Members, establish targets and goals, provide guidance and coaching, screen and select candidates, and partner with Human Resources in the resolution of employment related issues
• Manage assigned investment portfolios for assigned clients (individuals, endowments, charities, estates, corporations, etc), analyze account objectives, develop appropriate investment strategy, execute security purchases and allocation changes, forecast and evaluate portfolio performance and make adjustments accordingly, source technical expertise related to taxes, market and legal issues
• Identify, engage and develop new business opportunities, facilitate an effective referral network, gain an understanding of prospect needs and influence prospects to recognize Fulton's capabilities and the benefits of Fulton's value proposition
• Maintain appropriate level of engagement with existing clients, monitor product performance and client satisfaction, identify and execute on relationship growth opportunities
• Promote constant analysis and improvement of operating processes and procedures to maximize efficiency and client satisfaction, ensure all activities are executed in accordance with established internal risk and compliance processes, and all applicable legal and regulatory requirements, complete required portfolio reviews, remain current on all existing and emerging regulatory concerns

Education

Bachelor Degree or the equivalent experience. Specialty: Business Administration, Finance, Economics or other applicable. (Required)

Master Degree or the equivalent experience. Specialty: Business Administration (MBA). (Preferred)

Experience

10 or more years Investment Management. (Required)

3 or more years Management/Supervisory. (Preferred)

Certifications

Chartered Financial Analyst (CFA). (Preferred)

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate's knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The salary range for this position is $136,000.00 - $226,600.00 annually.

Additional Compensation Components

This job is eligible to receive equity in the form of restricted stock units. This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

Fulton Bank ("Fulton") is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.