Portfolio Manager/ Investment Director
Job Summary
We are seeking a highly skilled and experienced portfolio manager/investment director to join our team.
The successful candidate will possess a deep understanding of investment strategies, asset
management, and client relationship management. This role involves direct interaction with advisors,
vendors, and clients to ensure the effective implementation of investment strategies and the
management of advisory programs.
Key Responsibilities:
Investment Strategy Implementation:
• Discuss and implement investment strategies focused on asset allocation and retirement
distribution.
• Make informed investment recommendations based on market trends and client needs.
401k Plan Coordination:
• Assist advisors and coordinate with vendors to provide comprehensive 401k plans and
administration for business clients.
Client Relationship Management:
• Assist advisors in maintaining and securing client relationships.
• Field calls from clients regarding current market conditions and provide insightful responses.
• Support advisors in winning new business opportunities when necessary.
Trade Execution:
• Execute trades requiring a series 7 license as needed.Advisory Program Management:
• Manage all advisory programs/accounts, including tax loss harvesting, rebalancing, portfolio
construction, dynamic asset allocation, and alternative investment options.
Market Analysis:
• Monitor and analyze market trends to maintain a current market outlook and inform investment
decisions.
Investment Operations Leadership:
• Oversee the investment operations department, ensuring success in onboarding, rollovers,
service calls, compliance, and fostering a strong customer service culture.
Qualifications:
• Proven experience in investment management, portfolio construction, and asset allocation.
• CFA or scheduled for the first exam, ideally series 7(this will be required either with or without the CFA)
• Strong understanding of retirement distribution strategies and asset allocation.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively with advisors, vendors, and clients.
• Strong leadership skills with experience in managing operational teams.
• Proficient in market analysis and making data-driven investment recommendations.
Benefits:
• Competitive salary and bonus structure.
• Comprehensive benefits package, including health insurance, retirement plan, and paid time off. •
Opportunities for professional development and career advancement.
This job description is intended to provide an overview of the responsibilities and requirements of the role. It is not an
exhaustive list of duties, and the company reserves the right to amend or change responsibilities to meet business and organizational needs as necessary.