Portfolio Manager II
$105,000–$175,000 year
On-siteProvidence, Rhode Island, United States
Job Summary
Evaluate, design, and manage all aspects of discretionary portfolio management for high-net-worth investors, including asset allocation, security selection, trade execution, and risk mitigation. Collaborate with teammates to deliver integrated solutions in equities, fixed income, and alternative investments while proactively reviewing investment performance against market conditions. Develop tailored investment strategies based on client circumstances and engage in client communication to drive retention and business development. Mentor associates and maintain relationships demonstrating superior client service and ethical standards. Work in Providence, RI, during the 1st shift with a 40-hour weekly schedule.
Required Qualifications
- Minimum of 10 years of investment decision making and financial consulting experience working with high-net-worth and ultra-high net worth clients
- Has held positions of increasing responsibility with an established and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field
- Knowledge of fiduciary and financial products and services through extensive related work experience
- Broad-based technical knowledge of investments, tax, legal and operations necessary to service clients
- Knowledge of fiduciary standards, principles and applicable laws and regulations usually acquired through training, seminars or law school
- Skills and experience in negotiating, delegating, leadership, superior client service and relationship management
Desired Qualifications
- Bachelor's Degree or higher in Finance, Accounting, Economics or related field or equivalent financial services/business experience
- Graduate Degree such as MBA or JD preferred
- Holds appropriate credentials such as CPA, CFP and/or CFA designation
- The ideal candidate will bring an appropriate mix of financial services expertise, management and business development experience
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.