Client Portfolio Manager, Advisory Solutions

Jobtailor; San Mateo (CA); On-site; USD 150,000 - 185,000; Full time

Job summary

FTIS seeks a product specialist to support growth and retention of Multi-Asset Model Portfolios and ETFs by clearly representing the investment philosophy, process, and performance to clients and advisors.

The role requires 50% travel to support business development, engage with a large field sales organization, respond to on-demand inquiries, and assist in client and sales meetings.

Qualifications

• Bachelor’s degree required; MBA preferred.
• 5–10 years of work experience in asset management.
• Passion for the markets and knowledge of multiple investment vehicles including Mutual Funds, ETFs, and SMAs.
• Experience as a product or distribution specialist with a strong understanding of investment concepts and a desire to grow a business.
• Experience presenting to and working with Financial Advisors.
• Ability to communicate investment insights effectively with internal and external stakeholders.
• Experience using investment software and analytics (i.e., Bloomberg and Morningstar).
• Knowledge of the current competitive investment landscape (i.e., strategies, classifications, and channels) is a plus.

Responsibilities

• Serve as a product specialist supporting FTIS in growing and retaining Multi-Asset Model Portfolios and ETFs by representing investment philosophy, process, and performance.
• Travel 50% of the time to support business development efforts using FTIS investment insights, providing topical market/product commentary and supporting FTIS’s view.
• Engage with and support a large field sales organization and respond to on-demand inquiries.
• Participate in the preparation for and execution of client/sales related meetings.

Skills

Investment concepts

Communication

Presentation to financial advisors

Market commentary

Client relationship management

Distribute growth mindset

Education

Bachelor’s degree

MBA (preferred)

CFA designation a plus

Tools

Bloomberg

Morningstar

Job description

Responsibilities

• Serve as a product specialist supporting FTIS in growing and retaining Multi-Asset Model Portfolios and ETFs by representing investment philosophy, process, and performance.
• Travel 50% of the time to support business development efforts using FTIS investment insights, providing topical market/product commentary and supporting FTIS’s view.
• Engage with and support a large field sales organization and respond to on-demand inquiries.
• Participate in the preparation for and execution of client/sales related meetings.

Qualifications

• Bachelor’s degree required; MBA preferred (CFA a plus)
• 5-10 years of work experience in asset management
• Passion for the markets and knowledge of multiple investment vehicles including Mutual Funds, ETFs, and SMAs.
• Experience as a product or distribution specialist with a strong understanding of investment concepts and a desire to grow a business.
• Experience presenting to and working with Financial Advisors
• Ability to communicate investment insights effectively with internal and external stakeholders
• Experience using investment software and analytics (i.e., Bloomberg and Morningstar)
• Knowledge of the current competitive investment landscape (i.e., strategies, classifications, and channels) is a plus.