Job DescriptionIn a goals and planning-based wealth management business, providing clients with best-in-class investment and portfolio solutions is key to client success and AUM growth. The Client Portfolio Manager ("CPM") role at Citizens Wealth Management ("CWM") is at the crossroads of the construction and delivery of those investment and portfolio solutions.
As a member of the Investment Product team, the CPM's primary role is to assist Financial Advisors ("FAs") with all functions related to the construction of managed money solutions for their client portfolios. The CPM coordinates planning-driven case design for new and prospective clients, as well as maintaining ongoing servicing of existing client investment product and portfolio needs.
The CPM is responsible for maintaining an expert level of knowledge of CWM's suite of investment products and strategies and the investment platforms that we utilize to implement these investment solutions for clients. The CPM is also responsible for thought leadership and messaging to the FAs to encourage the adoption and maintenance of best practices around portfolio construction and practice management for the benefit of their clients. They are responsible for working with CWM's asset management partners to manage product and practice management education, both for virtual and live events.
In CWM's efforts to attain consistent outcomes in client portfolio performance, the CPM works to ensure optimal portfolio construction and/or asset allocation by FAs looking to operate more independently with their clients. As such, the CPM also works with FAs in their regions to manage their books of business to enhance and improve their clients' current portfolio allocations based on client objectives and Product Team initiatives.
The CPM will work with a team of product-focused specialists to provide FA support across sales regions. While the team members are assigned specific FA regions, they will be expected to assist FAs from any region to ensure real-time access to CWM's investment product and solution resources.
- FINRA S7 and S63/65 required or within 90 days of hire
- Broad product knowledge across equity and fixed income markets a must. A passion for markets and best practices in portfolio construction.
- Experience with portfolio construction and management preferred.
- Interest in working to improve systems and processes to enhance the efficiency and effectiveness of the business.
- Comfort with directing teams of professionals to foster best practices in wealth management.
- Willingness to work with team members to collaborate on projects and initiatives
Pay Transparency The salary range for this position is $110,000 - $140,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
About UsEqual Employment OpportunityCitizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
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