Business Unit: WM - FNTC

Reports to: Varies by Assignment

Position Overview:

This position is primarily responsible for managing and expanding an assigned group of complex, high net worth investment portfolios for individual and institutional clients (Revocable Trusts, Irrevocable Trusts, Agency Accounts, Individual Retirement Accounts, Pension Plans, Foundations and Endowments).  

Primary Responsibilities:

Manages a group of complex, high net worth investment portfolios for individuals and institutions according to the corporation's investment policies and procedures. Defines each client’s service expectations and strives to exceed those expectations.

Coordinates with the appropriate wealth management team members to develop an investment policy statement defining client risk tolerances and investment objectives. Initiates changes to investment portfolios to coincide with changes in client objectives or corporate asset allocation or tactical recommendations. 

Expands the book of business by identifying opportunities within the assigned group of accounts.  Works with Client Advisors, Wealth Advisors and centers of influence (internal and external) to attract new wealth clients to the corporation. Identifies cross-sell opportunities where appropriate to solve client’s various financial needs.

Applies an expert knowledge of portfolio management, revocable trusts, irrevocable trusts, pensions, individual retirement accounts, foundations and endowments, equity and fixed income markets, economics, asset allocation and trading.

Composes written and verbal presentations effectively with both internal and external clients, prospects and in external speaking engagements.

Completes all required corporate training in a timely manner.  Completes compliance and required regulatory requirements associated with the assigned book of business in a timely manner.

Performs other related duties and projects as assigned.

Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:

BA or BS

Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:

5

Skills Required to Perform the Primary Responsibilities of this Position:

Excellent project management skills   

Excellent communication skills, both written and verbal   

Excellent organizational, analytical and interpersonal skills   

Excellent customer service skills   

Ability to use a personal computer and job-related software   

MS Word - Basic Level   

MS Excel - Intermediate Level   

MS PowerPoint - Basic Level   

MBA or CFA preferred

Working knowledge of foundations and endowments, individual retirement accounts, pension plans and income and capital gains tax

Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:

CFA preferred

Obtain a series 65 License within 60 days of hire

Physical Requirements or Work Conditions Beyond Traditional Office Work:

Frequent driving (car, van, truck)