In this role, you will be responsible to
manages individual and/or trust account assets and investment relationships consistent with the established investment objectives and strategies of the company and/or the client. Strong focus on managing client account retention to meet net portfolio growth objectives of the company.
In this position is responsible for supervising the work performed by the Asset Managers. He/she will monitor the work output to insure that all regulatory, investor guidelines, and internal policies and procedures are met.