Client Portfolio Manager

Wintrust Financial; Chicago (IL); On-site; USD 75,000 - 100,000; Full time

Job summary

An established industry player is seeking a Client Portfolio Manager to join their dynamic team. In this role, you will collaborate with private bankers and financial advisors to provide tailored investment solutions for high net worth clients. Your expertise in portfolio management will be crucial as you construct and monitor client portfolios, ensuring alignment with their financial goals. This firm prides itself on a culture that promotes professional growth and integrity, offering comprehensive benefits and competitive pay. If you're passionate about delivering exceptional client service and thrive in a collaborative environment, this opportunity is perfect for you.

Benefits

Competitive Pay

Discretionary Bonus

Comprehensive Benefits Package

401k Plan with Company Match

Tuition Reimbursement

Family-Friendly Work Hours

Opportunities for Career Growth

Promote from Within Culture

Qualifications

• 2+ years of portfolio management experience with high net worth clients.
• Strong communication skills and a client-first attitude.

Responsibilities

• Manage investment portfolios aligned with client objectives.
• Review client goals and deploy portfolio management strategies.

Skills

Portfolio Management

Client Relationship Management

Investment Strategies

Communication Skills

Analytical Skills

Time Management

Fiduciary Responsibility

Education

Bachelor's Degree

CFA/CFP Certification

Tools

Order Management System (OMS)

Job description

Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our founding in 1931, we have been helping clients meet their increasingly complex financial goals with the highest standards of service and integrity. Through our four companies, Wintrust Investments LLC, Wintrust Private Trust., Great Lakes Advisors LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management services. Wintrust Wealth Management is a division of Wintrust, a financial services company with more than $62 billion in assets.

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
• Competitive pay and discretionary or incentive bonus eligible
• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
• Family-friendly work hours
• With 175+ community bank locations, we offer opportunities to grow and develop in your career
• Promote from within culture

Why join this team?

• We have a culture that encourages an entrepreneurial spirit
• We offer multiple opportunities for development and upward mobility

Job Description Summary

The Client Portfolio Manager will work closely with internal partners such as private bankers, financial advisors and trust administrators to provide high quality solutions to clients and to construct, manage, monitor and maintain client portfolios. He/she will be responsible for managing investment portfolios that are properly aligned with the client’s investment objectives.

What You Will Do

• Meet with internal partners and clients to review client objectives and deploy appropriate portfolio management strategies specific to client goals, risk tolerances and time horizon.
• Understand and articulate the firm’s Multi-Asset Strategies centralized investment approach, asset allocation, investment process, and portfolio construction methodology.
• Understand the firm’s order management system (OMS) in executing security transactions, conducting portfolio rebalancing, generating performance reporting materials and maintaining clients records, documents, etc. pertaining to the management of client portfolios.
• Actively participate in and contribute to the firm’s research, analysis, Asset Allocation and Manager Review Committees.
• Adhere closely to the firm’s investment policy guidelines, asset allocation models, and approved securities lists.
• Understand and follow the firm’s Compliance guidelines in all aspects of conduct in the Client Portfolio Manager role.
• Champion and advocate the firm’s portfolio solutions, thought leadership, client service standards and culture both internally and externally.

Knowledge/Skills/Background/Experience

• Bachelor’s Degree from an accredited college or university
• CFA/CFP Preferred
• 2 plus years of portfolio management experience
• Demonstrated experience with High Net Worth clients and appropriate investment strategies including alternative investments.
• Strong personal and professional references
• Excellent written and oral communication skills
• Client first attitude, professional demeanor, high level of personal integrity and an understanding of fiduciary responsibility
• Ability to multi-task and manage time effectively
• Self-motivated, confident, detail oriented and analytical
• Effective and impressive in client interfacing
• Demonstrated knowledge and understanding of various and current securities markets, both domestic and global, various investment approaches and themes, and different types of investment products
• Team player mentality and attitude of accountability

Salary Employees:

The estimated salary range for this role is $75,000-$100,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills and experience.