Palm Beach, FL
Industry: Finance & Insurance•
5 - 7 years
Posted 59 days ago
Reporting directly to the Market Executive, The Market Investment Executive will provide leadership and management for a team of portfolio managers. His/her team of Portfolio Managers work closely with the Private Client Advisors in developing new client relationships and the Private Client Managers, responsible for on-going client relationship management for existing clients, as well as with the various Trust Officers, to assure the client of unparalleled access to a host of investment solutions and the provision of outstanding and seamless client service.
The Market Investment Executive must assure this effective coordination and collaboration among his/her Portfolio Management team and their colleagues in the other professional disciplines to successfully implement an integrated advice model for the client. He/she will provide leadership in facilitating and improving communication among the diverse members of the team by partnering with the Market Executive in his/her region. As importantly, he/she will be responsible for achieving sustained growth in assets under management to meet established goals. This individual may personally manage a limited portfolio of select high net worth accounts but his/her overriding responsibility is to provide effective leadership to and management of his/her team.
The Market Investment Executive needs to insure that his/her team produce investment solutions for their clients that exceed client expectations while driving corporate initiatives to reduce dispersion and improve efficiency; that produce appropriate asset allocation through diversification of their book of business; that build excellent client relationships by providing a "high touch" level of service; and that assure sound risk management practices are followed.
The ideal candidate will have 7 to 10 years of proven leadership experience in an investment management environment which emphasizes high net worth investing. He/she will have demonstrated, excellent management and communication skills with a proven track record as a mature consensus and team builder. Previous accomplishments in a similar position will include: Managing a team of investment professionals in the delivery of world class investment solutions. Growing and retaining a client base while enhancing efficiency. Proven success in integrating business development, portfolio management, and trust services to provide excellent client relationship management and services will be essential.