Director, Wealth Portfolio Management
On-siteKirby, Texas, United States
Job Summary
Oversee development of investment methodologies and ensure the team has professional sales and retention materials for client engagement. Meet with high net worth and industrial clients to determine investment strategies and asset allocation, while making security selection and asset allocation decisions in accordance with firm policies. Manage the Wealth Portfolio Management group by supervising team coordination, evaluating performance, and directing work assignments. Monitor account book sizes, assist in product development, and compile financial data for regulatory compliance. Communicate investment strategy and results to clients, consultants, and the Board while evaluating market conditions and legal consequences.
Required Qualifications
- Bachelor's degree, preferably in Business, Finance, or Accounting
- 7+ years of investment and financial analysis experience
- Requires an advanced understanding of trusts and investment products, strategies and markets
- Requires an advanced understanding of banking and investment regulations
- Requires advanced skills with the Microsoft Office suite of products, Bloomberg Professional and Morningstar Direct
- Ability to travel if required to perform the essential job functions
- Ability to work under stress and meet deadlines
- Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions
Desired Qualifications
- A Chartered Financial Analyst or CIMA designation is preferred
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