Senior Portfolio Strategist - Institutional

First Citizens Wealth; Charlotte (NC); On-site; USD 120,000 - 180,000; Full time

Job summary

First Citizens Bank is seeking a seasoned investment professional to partner with Wealth associates in managing large institutional investment clients. You will act as the primary investment expert for client inquiries, support portfolio management, and help drive business opportunities within a collaborative CMG framework.

Ideal candidates have extensive experience in investment analysis, portfolio management, and relationship management with institutional clients.

Qualifications

• Bachelor's degree required with 8+ years selling investment services and managing institutional relationships.
• Alternative: High School Diploma/GED with 12+ years of related experience in selling investment services and relationship management with institutional clients.
• Series 65 license and CFA certification preferred.

Responsibilities

• Portfolio management: review client portfolios, assess risk, propose changes, ensure policy compliance.
• Relationship development: support client satisfaction, serve as investment expert, address complex client inquiries.
• Investment expertise: explain investment options, train on CMG capabilities, present to prospects on markets to drive engagement.
• Business support: develop new business opportunities, qualify prospects, support high net worth cases, mentor junior staff.

Skills

Investment analysis

Portfolio Management

Business Development

Regulatory Compliance

Risk Identification

Education

Bachelor's Degree

High School Diploma or GED

Tools

Series 65

CFA

Job description

Overview

Build a meaningful career with First Citizens Bank, where we help individuals, families, and businesses achieve their financial goals. Our First Citizens Wealth team delivers integrated banking, investment, insurance, and wealth solutions designed to support clients at every stage of life. Join a collaborative organization focused on relationships, trust, and long-term impact.

This position partners with Wealth associates on the management of large institutional investment clients. Acts as a liaison between the Capital Management Group (“CMG”) and clients in informing on investment policy development, asset allocation, performance analysis and reporting, and manager structure. Supports Wealth Management servicing and business acquisition goals through excellent client service, investment expertise, and portfolio management. May provide leadership or guidance to less experienced associates in the work group.

Responsibilities & Qualifications

• Portfolio Management - Reviews client portfolios to identify potential risk, propose changes, and ensure compliance with all applicable policies or procedures. Analyzes prospective client’s current investments in order to recommend appropriate portfolios for their needs. Ensures necessary portfolio changes are implemented.


• Relationship Development - Facilitates the management, satisfaction, and retention of existing clients through a variety of support tasks. Serves as the primary investment expert for client inquiries, review meetings, and investment updates. Handles complex or escalated client issues.


• Investment Expertise - Maintains a strong knowledge about all investment services provided by First Citizens. Explains the Bank’s investment options and conducts informational training sessions on CMG initiatives and capabilities. Gives presentations to groups of prospects on the economy, capital markets, and investing in order to elicit sales.


• Business Support - Partners with other associates on the development of new business opportunities. Utilizes investment expertise to quality prospects and support sales to institutional clients. Assists management with special projects or significant high net worth cases. May provide oversight or guidance to less experienced strategists.

Position Specific Skills

Familiarity with investment analysis and applications, Portfolio Management, Business Development, Regulatory Compliance and Risk Identification

Qualifications

Minimum Required Education and Experience: Bachelor's Degree and 8 years' experience OR High School Diploma or GED/Equivalent and 12 years' experience in Selling Investment Services and Relationship Management with institutional clients

Preferred Licenses or Certifications

Series 65 license; and/or Certified Financial Analyst ("CFA")

Additional Information

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.