Client Portfolio Manager, Advisory Solutions (FTIS)
$150,000–$200,000 year
HybridPasadena, California, United States or San Mateo, California, United States
Job Summary
Represent investment philosophy, process, and performance as a product specialist supporting FTIS in growing and retaining Multi-Asset Model Portfolios and ETFs for the Retail Advisor Channel. Provide 50% travel to support business development efforts by delivering topical market commentary and reinforcing FTIS's investment views. Engage with a large field sales organization to support on-demand inquiries and participate in the preparation and execution of client and sales-related meetings. Leverage deep expertise in investment strategies and portfolio construction to serve as a subject matter expert on current FTIS offerings.
Required Qualifications
- Bachelor's degree
- 5-10 years of work experience in asset management
- Passion for the markets
- Knowledge of multiple investment vehicles including Mutual Funds, ETFs, and SMAs
- Experience as product or distribution specialist
- Strong understanding of investment concepts
- Desire to grow a business
- Experience presenting to and working with Financial Advisors
- Ability to communicate investment insights effectively with internal and external stakeholders
- Experience using investment software and analytics (i.e. Bloomberg and Morningstar)
- Knowledge of the current competitive investment landscape (i.e. strategies, classifications, and channels)
Desired Qualifications
- MBA
- CFA
- Knowledge of the current competitive investment landscape (i.e. strategies, classifications, and channels) is a plus
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