The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associate
Additional Information
Portfolio Manager, Private Asset Management
The Portfolio Manager, Private Asset Management serves as a central point of contact for high net worth clients and is responsible for overseeing investment portfolios and delivering personalized advice. This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies.
Key Responsibilities and Duties Builds successful investment portfolios informed by market conditions and economic trends.
Maintains accurate records and documentation for audits and client reporting.
Recommends portfolio adjustments to grow client's net worth based on industry trends identified through market and risk analysis.
Executes securities transactions in client portfolios to maintain a specific investment strategy or to reach an investment objective.
Determines acceptable risk levels with clients based on time frames, risk preferences, return expectations, and market conditions.
Evaluates the performance of investment portfolios and ensures compliance with standards provided by regulatory organizations including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures.
Maintains new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and meeting with them to discuss their portfolio performance and investment objectives.
Maintains and informs team of updated knowledge of capital markets and the investment management industry to make informed decisions and implement best practices.
Provides input into investment models and allocation frameworks.
Supports business development and client retention initiatives.
Additional Responsibilities All licenses must be obtained within 120 days from start date.
Educational Requirements University (Degree) Preferred
Work Experience 5+ Years Required; 7+ Years Preferred
FINRA Registrations SRC Indicator: Series 65
Physical Requirements Physical Requirements: Sedentary Work
Career Level
8IC
Required Qualifications:
5+ years working directly with wealth management clients
Tiaa · New York, NY