Client-Facing Portfolio Management Director

Clearstead Advisors LLC

Cleveland (OH)

On-site

USD 130,000 - 190,000

Full time

14 days+

Application generator

An application made for this job — a tailored resume and cover letter that speak straight to the posting.

Get past ATS filters

Job summary

Clearstead Advisors LLC is seeking an experienced investment professional to lead portfolio construction, implementation of strategy and proactive oversight in line with the Clearstead Investment Philosophy.

The role involves creating complex investment analyses, presenting portfolio proposals, conducting live portfolio reviews, and maintaining strong client service with a focus on growth and managing relationships with high-net-worth clients.

Qualifications

Bachelor's degree in business administration, Finance, Economics or related field; master's degree preferred
Advanced designation (i.e., CFA, CFP, CAIA) strongly preferred
7+ years of investment and financial market experience within a financial services institution; experience within a private wealth advisory setting preferred
Passion for investments
Ability to work under pressure, organize and manage multiple priorities in a demanding environment where time management, attention to detail, follow-through and meeting deadlines are critical
Demonstrated analytical skills
Strong computer proficiency (e.g. Word, Excel, Adobe and Outlook)
Demonstrated client service skills
Excellent interpersonal and communication skills, written and verbal
Has a strong ability to solve problems and an entrepreneurial drive to get things done
Strong team player with the ability to interact with staff at all levels of the organization
Commitment to company values

Responsibilities

Create complex investment analysis or modeling to support sophisticated investment clients
Evaluates prospect investment data, leads and delivers the design of investment portfolio proposals, and collaborates with team members to win new business
Facilitate live investment portfolio reviews with current clients and prospects
Communicate portfolio updates and rebalance initiatives to assigned clients as needed
Follow the Clearstead approach of creating client meeting agendas/recaps
Advanced knowledge of clients through CRM notes, client files, and team collaboration
Has ambitions of becoming a client facing advisor and managing their own book of business
Active in business development efforts within the community
Maintain strong command of capital market dynamics and economic landscape, portfolio theory, market history and trends, and investor behavior
Advanced understanding of Tamarac Advisor View/Rebalancer, Addepar and other software systems to analyze/manage client portfolios
Serve as the primary Clearstead contact for several clients carrying an investment focus, and support contact for clients receiving comprehensive services (Planning, Tax, Investments)
Collaborate and mentor Portfolio Associates to manage client investment portfolios
Participating in Investment Research and Asset Allocation Committee meetings
Regularly communicate with Research Department on investment strategy
Manage client databases and investment policy information to uphold data integrity
Organize and track client assignments to efficiently manage workload
Use internal systems to manage work efforts and communicate effectively to drive consistent and professional client experiences
Complete other duties as assigned