Enterprise Wealth Management (EWM) is dynamic and evolving business line under the Zions' umbrella that is experiencing significant growth and innovation. EWM offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
We are currently looking for a
Portfolio Trading Specialist in office in our downtown
Salt Lake City, UT location. The ideal candidate will:
- Manages equity income portfolios for high net worth clients. Portfolios will be invested in a broad range of investment grade instruments under a variety of client mandates.
- Identifies relative value trading opportunities within the market and amongst issuers; executes buy and sell orders as required and/or directed by clients; monitors client portfolios; meets with clients and their relationship managers as needed to identify and recommend hedging and overlay strategies.
- Works closely with other portfolio managers and investment team members.
- The Sr Specialist may supervise less experienced specialists.
- Other duties as assigned.
Qualifications:- Requires a Bachelor's and 4+ years experience with equity income portfolios, investment products, or other directly related experience.
- Series 7 and 63, 65, or 66 preferred. A combination of education and experience may meet requirements.
- Extensive knowledge of fixed income investment and of investment products, services and terminology.
- Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multi-task.
- The ability to work independently as well as in a team environment.
- The ability to perform a wide variety of complex and confidential tasks with speed and accuracy.
- Strong analytical skills are needed in order to solve operational problems.
- Must be able to exercise independent judgment.
- Excellent communication (verbal and writing) skills.
- Strong knowledge of Excel, PowerPoint, Word and MS Outlook.
Benefits:- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products
