Investment Education & Client Relations Lead

Fpacentralohio; Westerville (OH); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health care

401(k)

Job summary

The Joseph Group seeks a Portfolio Manager who can educate clients and prospects on our Plan, Purpose, Portfolio philosophy and objective-based approach. You will be the primary contact for investment-only clients and work with external partners and the Senior Investment Analyst on research and portfolio ideas.

You will represent our investment philosophy, manage education initiatives, and coordinate investment operations with a strong emphasis on client service and teamwork.

Qualifications

• Excellent communication and presentation skills for client meetings and internal education.
• Experience communicating investment concepts to diverse audiences.
• Strong understanding of portfolio construction and education initiatives.

Responsibilities

• Assist CIO with financial education and communication to internal and external stakeholders.
• Explain portfolios and investment concepts in client meetings for Wealth Advisory and Retirement Plan services.
• Contribute to weekly WealthNotes and plan sponsor/participant commentary.
• Educate Investment Committee on markets and portfolio updates.
• Participate in external communication initiatives.
• Serve as lead contact for Investment Only clients when needed.
• Develop relationships with third-party money managers with Senior Investment Analyst.
• Support due diligence and asset allocation discussions.

Skills

Communication skills

Listening skills

Relationship building

Project management

Education

Bachelor's degree

CFA/CAIA designation preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

The Joseph Group seeks a Portfolio Manager who can educate clients and prospects on our Plan, Purpose, Portfolio philosophy and objective-based approach. You will be the primary contact for investment-only clients and work with external partners and the Senior Investment Analyst on research and portfolio ideas.

You will represent our investment philosophy, manage education initiatives, and coordinate investment operations with a strong emphasis on client service and teamwork.