Senior Portfolio Manager

The Senior Portfolio Manager is responsible for managing the firm’s investment strategy to better service clients while ensuring alignment with internal stakeholders. Overseeing client portfolios and assets under management, they participate in client meetings to ensure objectives are being met and maintained. They have an active role in internal and external compliance with applicable policies and regulations.

Success Factors

Responsibilities

Consult with individual and institutional clients to develop investment objectives and constraints, establish appropriate asset allocation, implement strategy and review performance

Collaborate with wealth advisory team on trust, estate, and financial planning matters to maintain strong client relationships and ensure client satisfaction

Develop target portfolios based on the client investment management agreement along with the client meeting notes, ensuring target objectives are met tha...