Senior Manager, Marketing

Motor Services Hugo Stamp / Pacific Power Group; Fort Lauderdale (FL); On-site; USD 90,000 - 160,000; Full time

Job summary

An established industry player in wealth management is seeking a Senior Investment Strategist to lead portfolio structuring for high net worth clients. This role emphasizes collaboration within a fiduciary team, requiring strong ethics, communication, and financial acumen. The ideal candidate will thrive in a dynamic environment, actively participating in community engagements and client events. With a focus on developing comprehensive solutions, this position offers an exciting opportunity to impact clients' financial futures positively. Join a recognized leader in diversity and sustainability, where your contributions will be valued and rewarded.

Benefits

Comerica Funded Retirement Plan and 401(K) Matching

Paid Time Off (PTO)

Employee Stock Purchase Plan

Paid Holidays, Floating Cultural Holiday

Flexible Schedules

Parental Leave and Adoption Assistance

Community Volunteer Opportunities

Recognition as a Top 50 Diversity Company

Included in the Global 100 for Most Sustainable Corporations

Qualifications

• Strong ethics and values with a focus on client relationships.
• Extensive knowledge of financial markets and investment strategies.

Responsibilities

• Maintain and promote ethical standards in business conduct.
• Manage client portfolios and develop investment strategies.
• Communicate regularly with clients to guide investment decisions.

Skills

Wealth Management

Communication Skills

Problem-Solving Skills

Organizational Skills

Financial Analysis

Investment Strategy

Education

Bachelor's Degree in Finance or related field

CFA or similar certification

Job description

Last updated: 18 hours ago

• Promoted

• New!

• Promoted

• Promoted

Senior Investment Strategist, Vice President, Wealth Management

The Senior Investment Strategist will be responsible for structuring portfolios for high net worth clients using an open architecture platform for trust and investment agency accounts, and maintaining meaningful client contact. The successful candidate will thrive in a team-based fiduciary environment, working closely with trust officers, wealth advisors, private bankers, and other colleagues to develop comprehensive client solutions. The role involves business development and requires the ability to work effectively alone or as part of a team to meet or exceed new business goals. Active participation in client events and community involvement is also expected.

What we offer:

• Comerica Funded Retirement Plan and 401(K) Matching
• Paid Time Off (PTO)
• Employee Stock Purchase Plan
• Paid Holidays, Floating Cultural Holiday
• Flexible Schedules
• Parental Leave and Adoption Assistance programs
• Community Volunteer Opportunities
• Recognition as a Top 50 Diversity Company by Diversity Inc.
• Included in the Global 100 for Most Sustainable Corporations

Ideal candidates will possess strong ethics and values, excellent listening, communication, and presentation skills, and extensive knowledge of Wealth Management. They should be able to articulate effectively on financial and investment topics, understand Modern Portfolio Theory, risk-controlled asset allocation, cash flow analysis, and have a solid grasp of the global economy and financial markets. Strong organizational and problem-solving skills, a results-driven mindset, and the ability to work independently or collaboratively are essential.

Position Responsibilities:

• Maintain and promote organizational and ethical standards in all business conduct.
• Stay informed about Comerica's Investment Policy Committee outlook and asset allocation guidelines.
• Manage existing client portfolios in accordance with their investment policies and Comerica's guidelines.
• Maintain thorough knowledge of Comerica's proprietary strategies and open architecture platform.
• Keep updated on domestic and international financial markets.
• Understand current financial regulations, fiduciary standards, and tax laws.
• Apply the Consultative Investment Management Process, including cash flow analysis, risk-controlled asset allocation, and investment policy development, using approved products and managers.
• Develop and implement transition plans for new client investments.
• Communicate regularly with clients to stay informed of personal and financial developments, using this information to guide investment decisions.
• Build and maintain strong client relationships.
• Participate actively in community organizations to build referral networks and source new business opportunities.