Senior Private Wealth Portfolio Strategist

AssetMark; Charlotte (NC); Ibrido; USD 140.000 - 155.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid work schedule

401K match

Medical/Dental/Vision

HSA contributions

Volunteer time off

Career development

Fitness reimbursement

Paid time off

Descrizione del lavoro

AssetMark in Charlotte, NC is seeking a Client Portfolio Manager to help build our Private Wealth business from the ground up. You will work with high-net-worth advisors and clients, shaping portfolio strategy and delivering tailored investment guidance.

You’ll partner with CIO, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors to ensure portfolios align with evolving objectives and market conditions.

Competenze

• Bachelor’s degree in Finance, Economics, Business, or related field required
• CFA®, CAIA®, MBA, or similar professional designation preferred
• 8+ years of experience in wealth management, investment consulting, portfolio management, private banking, or institutional asset management
• Experience working directly with high-net-worth clients and financial advisors preferred

Mansioni

• Portfolio Oversight & Reviews: Conduct comprehensive portfolio reviews and Wealth Planning recommendations
• Communications & Thought Leadership: Develop market commentary and advisor communications
• Private Wealth Leadership: Collaborate across teams to deliver a coordinated Private Wealth offering
• Advisory Collaboration: Translate investment views into client-facing materials

Conoscenze

Portfolio construction

Communication skills

Executive presence

Analytical skills

Formazione

Bachelor's degree in Finance/Economics/Business or related field

CFA®, CAIA®, MBA or similar designation preferred

Descrizione del lavoro

AssetMark in Charlotte, NC is seeking a Client Portfolio Manager to help build our Private Wealth business from the ground up. You will work with high-net-worth advisors and clients, shaping portfolio strategy and delivering tailored investment guidance.

You’ll partner with CIO, Portfolio Management, Research, Wealth Planning, Product, Marketing, and Financial Advisors to ensure portfolios align with evolving objectives and market conditions.