Portfolio Advisor 2

Jobtailor

Erie (Erie County)

On-site

USD 90,000 - 140,000

Full time

4 days ago

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Job summary

Jobtailor is seeking a Wealth Management Portfolio Manager to lead and grow a high-net-worth client group in the United States. You will manage portfolios in line with policies, define client service standards, and collaborate with wealth teams to shape investment statements and objectives.

The role requires strong project management, communication, and analytical skills, plus knowledge of trusts, endowments, IRAs, and tax considerations. CFA preferred; Series 65 within 60 days.

Qualifications

BA or BS degree required.
3 years of job-related experience.
Excellent project management skills.
Excellent written and verbal communication skills.
Excellent organizational, analytical, and interpersonal skills.
Excellent customer service skills.
Ability to use a personal computer and job-related software.
MS Word — Basic Level; MS Excel — Intermediate Level; MS PowerPoint — Basic Level.
Progress towards an MBA or CFA.
Working knowledge of foundations and endowments, IRAs, pensions, and taxes.
CFA preferred.
Obtain a Series 65 License within 60 days of hire.
Frequent driving capability.
Legally authorized to work in the U.S.; employment-based visa sponsorship is not provided.

Responsibilities

Manage and expand an assigned group of high-net-worth investment portfolios for individuals and institutional clients.
Manage portfolios according to the corporation’s investment policies and procedures.
Define client service expectations and strive to exceed them.
Coordinate with wealth management team members to develop investment policy statements defining client risk tolerances and investment objectives.
Initiate portfolio changes based on changes in client objectives, corporate asset allocation, or tactical recommendations.
Expand the book of business by identifying opportunities within assigned accounts.
Work with Client Advisors, Wealth Advisors, and internal and external centers of influence to attract new wealth clients.
Identify appropriate cross-sell opportunities to address clients’ financial needs.
Apply knowledge of portfolio management, trusts, pensions, IRAs, foundations, endowments, equity and fixed income markets, economics, asset allocation, and trading.
Complete corporate training, compliance, and regulatory requirements in a timely manner.
Serve as a risk manager by understanding, reporting, responding to, managing, and monitoring daily business risks.
Perform other related duties and projects as assigned.

Skills

Project management

Written and verbal communication

Organizational skills

Analytical skills

Interpersonal skills

Customer service skills

PC skills

MS Word

MS Excel

MS PowerPoint

Education

BA or BS

Progress towards MBA or CFA

CFA preferred

Series 65 License within 60 days of hire

Tools

Job-Related Software

MS Word

MS Excel

MS PowerPoint

Job description

• Manage and expand an assigned group of high-net-worth investment portfolios for individual and institutional clients
• Manage portfolios according to the corporation’s investment policies and procedures
• Define client service expectations and strive to exceed them
• Coordinate with wealth management team members to develop investment policy statements defining client risk tolerances and investment objectives
• Initiate portfolio changes based on changes in client objectives, corporate asset allocation, or tactical recommendations
• Expand the book of business by identifying opportunities within assigned accounts
• Work with Client Advisors, Wealth Advisors, and internal and external centers of influence to attract new wealth clients
• Identify appropriate cross-sell opportunities to address clients’ financial needs
• Apply knowledge of portfolio management, trusts, pensions, IRAs, foundations, endowments, equity and fixed income markets, economics, asset allocation, and trading
• Complete corporate training, compliance, and regulatory requirements in a timely manner
• Serve as a risk manager by understanding, reporting, responding to, managing, and monitoring daily business risks
• Perform other related duties and projects as assigned

Requirements

BA or BS
3 years of job-related experience
Excellent project management skills
Excellent written and verbal communication skills
Excellent organizational, analytical, and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word — Basic Level
MS Excel — Intermediate Level
MS PowerPoint — Basic Level
Progress towards an MBA or CFA
Working knowledge of foundations and endowments, individual retirement accounts, pension plans, and income and capital gains tax
CFA preferred
Obtain a Series 65 License within 60 days of hire
Frequent driving capability
Legally authorized to work in the U.S.; employment-based visa sponsorship is not provided

Core Competencies

Demonstrates expertise in managing high-net-worth investment portfolios, with a strong focus on client service, risk management, and compliance. Proficient in portfolio management, asset allocation, and financial products including trusts, pensions, and endowments.

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